Managers of Wealth

PCI & ACI Estimates for February 2015

February’s estimates for the ARC Private Client Indices (PCI) and the ARC Charity Indices (ACI) are now available for download

Morningstar has launched an investment management business in South Africa

Morningstar Investment Management South Africa is part of Morningstar’s Investment Management group, which offers investment advisory services through more than 100 investment professionals around the world.

Aussie millionaires willing to spend on advice

Australia's millionaires are prepared to splash their cash to get the best advice possible, according to research by Investment Trends.

Rise of Super-Ensembles Signals a Profound Shift in the Advisory Industry - Pershing

According to new research released by Pershing Advisor Solutions entitled Super-Ensembles: The Firms Who Are Shaping the Future of the Industry, a group of 250 super-ensemble firms are poised to shape the future of the advisory industry

6 Indians figure in Forbes' 50 Asian power women list

Punctuated by the Midas touch of China's Alibaba, the list also includes two rapidly growing economies.

Stable 2014 for Jersey’s finance industry as funds industry reaches record levels

The latest figures for all sectors of Jersey’s finance industry reflect an overall good performance, with the funds sector once again leading the way and recording its fourth consecutive quarter of growth to reach its highest level in seven years.

Most wealthy hold $3 trillion in residential real estate assets

There are 211,275 ultra high net worth (UHNW) individuals – defined as those with US$30 million and above in net assets – in the world and 79% of them own two or more residences.

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.&

Research