Managers of Wealth Americas

Latin American Wealth Crosses Borders and Obtains a Global Passport

Nearly half of the family offices surveyed by the bank increased their exposure to equities during 2026.

U.S. Treasury Central Clearing Survey: Broad Industry Readiness for Cash Clearing, Industry Moving Towards Execution but Work Remains Ahead of Repo Deadline

The survey suggests the industry is positioned well for the cash implementation but there remains considerable work to do as the industry prepares for the repo deadline

The Longevity Market Is Leaving $350 Billion on the Table in Unmet Demand From Women in Perimenopause and Menopause

This insight comes from BCG's 2026 global study on longevity, titled The $350 Billion Longevity Mismatch in Women's Health.

US Treasury Central Clearing Survey

Broad Industry Readiness for Cash Clearing, Industry Moving Towards Execution but Work Remains Ahead of Repo Deadline

BofA drops stunning warning about Fed rate hikes

The robustness of the nominal economy both increases the risks of inflation persistence and reduces the risks that hikes will cause a recession.

Meet The 34 Newcomers To The 2026 Forbes 400 List

The AI boom continues to propel tech innovators up the ranks of America’s most exclusive wealth ranking.

EY survey finds that autonomous AI implementation outpaces oversight, yielding an AI governance gap

About half (47%) of the respondents have even admitted that their organization has previously not followed its AI governance process for urgent deployments, even as AI-related incidents, cyber risk and shadow AI have become more common.

Northern Trust Survey: Asset Managers Sharpen Focus on Core Capabilities to Drive Growth

Global Survey Reveals Increased Outsourcing, Heightened Cost Discipline, and Broader Adoption of AI As Asset Managers Refine Their Growth Strategies

SEI Research Indicates 71% of Wealthy Investors Offer Advisors an Untapped Opportunity to Manage More of Their Assets

Findings Reveal Opportunities for Advisors to Drive Organic Growth by Reducing Tax Drag, Enabling Asset Consolidation, and Delivering More Personalized Advice

Interest rates could rise again across the world – here's why

Other central banks are also responding, with the US and the UK poised to make interest-rate decisions next week.

Bill Gates' business jet fleet explained

While public headlines target high-profile executives for their flight frequency, managing such a valuable aviation portfolio requires rigorous corporate structuring, asset diversification, and operational risk mitigation.

Family offices are winning over PE’s rising talent

Earlier opportunities to collect carried interest and a better work-life balance are pulling junior talent away from traditional private equity jobs.

US payrolls defy expectations with 162,000 jobs added in August

For markets, the message is equally mixed.

Central bank independence is facing its biggest stress test of this century

For anyone born after the 1970s, central bank independence has felt like part of the permanent architecture of modern governance.

Lunar economy could be worth $566 billion. Who gets there first?

A new Deloitte report maps the business case for the moon, projecting hundreds of billions in economic value, with some big winners.

Robert Rizzo highlights family offices’ expanding role in private equity deals in Mergers & Acquisitions

Robert also highlighted the appeal of direct investing for family offices, which can provide greater control over investments and more favorable economics by eliminating the fees associated with investing through a private equity fund.

Wells Fargo Hits 17%-18% ROTCE Target: Can It Sustain the Momentum?

A key catalyst is the removal of the Federal Reserve's asset cap in June 2025

Truist Premier deepens commitment to advice-led banking for mass affluent clients

Truist Premier delivers personalized planning, advice-led relationships and exclusive benefits for clients with growing financial complexity

Making the Move from a Big Bank to an Independent Multi-Family Office: A Conversation with Paul Tramontano of Cresset

Even with the thousands of wealth management firms out there, it felt a bit like finding the “needle in the haystack.”

Ricardo Sucre Returns to Amerant: “Our Goal Is to Achieve Double-Digit Annual Growth in Assets Under Management”

Sucre highlights Amerant’s capacity to deliver a comprehensive service relationship to Latin American clients.

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