Managers of Wealth Americas

The rise and rise of private capital

Why investors are seeking higher returns away from public markets

Wealthy Clients Make Shift From U.S. Equities to Alts

Poor past experience and disappointing recent returns have challenged the recovery of hedge fund demand, especially in Asia where the asset class is more often associated with high octane returns rather than risk management.

Why Climate Change Concerns Don't Always Push Advisors Into ESG Investments

he plans to launch of a marketing campaign for customized impact investment portfolios, not based at all on those ratings.

The largest private banks in the US

The US bank is looking abroad to expand its wealthy client base. Earlier in the year, it acquired a minority stake in French asset manager Tikehau Capital Advisors.

Hedge Funds Are Tracking Private Jets to Find the Next Megadeal

Where there’s a plane, there’s a data trail.

Trend of hedge fund flows are ‘undeniably negative’, says eVestment

In the last nine months (before May), an estimated $77.4 billion has been removed from the hedge fund industry.

Americans Finding Financial Footing, but Still Feel Stressed

In addition to 401(k) plans, $535 billion was held in other private-sector DC plans, $1 trillion in 403(b) plans, $333 billion in 457 plans and $606 billion in the federal employees’ Thrift Savings Plan.

Would Higher Estate Taxes Save Social Security?

One lawmaker thinks so, and he's proposed legislation to make it law.

Philanthropy advice can be a useful add-on for clients

FT 300 adviser discovered an appetite for help with charitable donations

'Advisors not building up enough protection for clients'

This is especially true for those drawing an income and, according to White, advisors are failing to adequately protect this.

Swimming against the tide

Katinka expresses her delight at this development, saying “we have been fighting for this kind of change for some years and now we are in the middle of a revolution in our sport”.

The long road to investing in quality

High growth stocks, bound by large amounts of leverage have enjoyed the heady heights of one-directional travel for almost a decade. But things are starting to change.

State Street Global Advisors Release Mid-Year Global Market Outlook: Look Beyond the Noise as Cycle Extends

Macro factors should, therefore, continue to support earnings growth but investors need to be cautious as volatility could easily spike given the significant geopolitical and growth risks facing the global economy.

Bears everywhere in market outlook, reveals BofAML

The average cash balance has soared to 5.6 percent from 4.6 percent for each of the last three months, marking the biggest jump in cash since the debt-ceiling crisis in 2011 with the allocation to cash jumping to 43 percent overweight.

Why CEOs need coaching

I am focused almost completely on the idea that leadership – starting at the top – really matters.

Are collectibles for collecting or investing? Advisors weigh in

Clearly, collectibles remain a hot commodity, if mainly among the jet set and the uber-rich, attracting ever-higher, record-setting bids.

Worried about the retirement savings ‘crisis’ in the U.S.? Don’t be

We need to get beyond the doomsday approach to retirement savings policy

Global Wealth 2019: Reigniting Radical Growth

This year’s report also draws on data from more than 150 wealth managers, whose input yielded insights about the performance pressures that many firms are facing and about strategic areas for improvement.

Bank of Montreal CEO Surpasses U.S. Growth Target in Six Months

“The level that we’re at right now is sustainable, and I think we’re going to see the U.S. business continue to grow faster than the rest of the bank -- but not that much faster than the rest of the bank.”

Biggest changes in digital banking are just ahead

Given the mass adoption of digital banking, it might be easy to think that financial services has already gone through its “sudden change” phase, but the change we’ve seen in banking so far likely falls more into the “gradual&r

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