About the author: Hunter Lewis is co-founder and former CEO of global investment firm Cambridge Associates. He is currently chief investment officer of Hunter Lewis LLC. As a co-founder of a firm that ...

What trends do you see shaping the Wealth and Asset Management industry? We see three. The first is the continued growth of ...

What data helps investment managers spot opportunities in volatile markets? We explore how alternative and unstructured data, ...

With a potent cocktail of macroeconomic volatility, regulatory headwinds, and paradigm-shifting technology happening, the most successful investment managers in 2025 are not just weathering disruption ...

Asset management primarily involves portfolio construction and management. Wealth management includes aspects of financial planning—such as taxes, charitable donations and portfolio management. When ...

As an asset manager, understanding how institutional asset owners and investment consultants evaluate you is crucial to your success. In this article, we break down the key factors they consider ...

As competition intensifies across the asset management industry, it's clear that traditional business models are being redefined. To earn a seat at the table with advisors and institutional investors, ...

The asset management industry is undergoing a profound transformation driven by technological innovation, shifting investor preferences, and evolving market dynamics. To thrive in this new environment ...

This article appears courtesy of Global Investor. GLOBAL INVESTOR: What do asset managers need to do to stay profitable in the next decade? Paul Bateman, CEO, JP Morgan Asset Management: Performance ...

Younger generations are on the precipice of a colossal wealth transfer. Over the next two decades, more than $84 trillion will be passed down by older generations, according to market research from ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...