Managers of Wealth

How an Undocumented Immigrant From Mexico Became a Star at Goldman Sachs

Julissa Arce went from selling funnel cakes in Texas to derivatives at Wall Street’s most profitable securities firm

2014 Is Peak Year for Offshore Dealmaking - Appleby

HKEx emerges as key destination for offshore IPOs, says Appleby report

Affluent Investors Focused on International News

The highest percentage of affluent investors surveyed (21 percent) cited “international news” as the stories in the media most affecting their economic outlook. This is up from 10 percent from November, when this question was last asked.

Growing Complexities of Asset Management Demand an Evolutionary Leap in Operating Capabilities - SEI

Study Cites Nine Challenges That Make Operations a Critical Factor in Business Success

Wealth managers and IFAs under threat by tech upheaval

Asset managers will be not be blown away by technology’s winds of change, but advisers and wealth managers may not be as lucky

Coastal cities saw highest real estate prices in 2014

In 2014 luxury real estate witnessed its slowest quarter of growth since 2012

Activist hedge funds driving improvements in company performance - AIMA paper

What this means, more broadly, is that activist hedge funds are bringing improvements to the efficient allocation of capital and resources in the economy overall, which is one of the key benefits of capital markets financing as opposed to bank financing.&

SS&C GlobeOp Forward Redemption Indicator: February notifications 3.64%

“Redemption requests increased for the month of February, but remain consistent with historical averages,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.

Which European B-Schools Provide The Best Return On Investment?

Online and flexible learning, stagnant economic growth and shifting employer attitudes towards education have brought the value of the MBA degree into question

Wealth management firms on a roll

Over the past seven years, five wealth management firms have taken control of $16.7bn (£10.9bn) through mergers and acquisitions, research from Scorpio Partnership has found.

Wealth-X Reveals: The World's Richest Chinese Tycoons

Following closely behind him is Alibaba chairman Jack Ma, whose net worth has surged to US$26.5 billion in the wake of the e-commerce giant's 2014 IPO, the largest in history.

Investors Exuberantly Bullish on Europe After Promise of ECB Action - BofA Merrill Lynch

Weakening Expectations in China Limit Impact on Global Growth Outlook

Black money in Swiss banks

Wealthy individuals seek professional assistance from investment bankers to manage their funds

Wealth-X Presents 8 Predictions For The Chinese Lunar New Year Of The Goat

Social mobility will drive an increase in China’s UHNW population in the lowest wealth tiers

Who control 74% of the wealth in GCC?

The combined wealth is now being held by at least 1.5 million wealthy households in the GCC

Top of the Superrich’s Real-Estate Wishlist? New York, Aspen

And in 2014, New York and Aspen saw prices rise 18.8% and 16%

Study Finds Investor Bias Against ‘Foreign-Sounding’ Names

These kinds of behavioral biases are the ones that investors should try to overcome

Mapped: The world's biggest tax havens

After the news that HSBC's Swiss private banking arm helped customers evade millions of pounds in tax, the news that Switzerland is the world's biggest tax haven will be unsurprising.

SS&C GlobeOp Capital Movement Index advanced by 0.63% in February

“Net flows were positive for the month of February, with capital activity in line with historical averages,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.

Hugh Young: in many ways we've been extremely lucky

2014 especially has been a challenging year for Aberdeen Asset Management with close to £5 billion in client capital

Research