Managers of Wealth Americas

Wells Fargo’s 1Q profits rise 14%, beating analyst forecasts

Like other banks, Wells Fargo has benefited from a rise in interest rates

Majority of U.S. Investors Unfamiliar With Social Investment According

The study results make us ask why social investment isn't more widely understood and why it's not been more widely adopted in the U.S

Creating Impact—The Promise of Impact Investing

Investors’ appetite for impact investing—in which they seek to generate positive impact for society alongside strong financial returns—could total as much as $26 trillion, according to the report Creating Impact: The Promise of Impact In

Rich Women Calling More of the Shots: Merrill Wealth Chief

“Arguably it’s the most powerful trend in our industry,” said Andy Sieg, president of Bank of America Corp.’s Merrill Lynch Wealth Management unit.

Lack of In-House Expertise Prompts Financial Services Firms to Focus on Outsourcing

The benefits of an external third-party provider approach were further highlighted when respondents were asked where they looked first for data management solutions.

Trade between GCC, Latin America hit $16.3b in 2018

UAE accounts for lion’s share of GCC exports and imports from LAC nations

Massive Impact on Wealth Management App Market Globally To 2025

It has been summarized with a blend of primary and secondary research techniques.

Billionaire Ray Dalio: ‘Of course’ rich people like me should pay more taxe

“Of course,” Dalio said. “One way or another, the important thing is to take those tax dollars and make them productive.”

Appointing a female CEO significantly boosts company performance

Though the researchers found that appointing a female CEO produced a positive reaction for non-family firms, family firms experienced a negative impact to both performance indicators.

Global Sustainable investment assets Worth $30 Trillion

Sustainable investing assets in the five major markets stood at $30.7 trillion at the start of 2018, a 34% increase in two years, the review said.

Blackstone raises $22-billion fund, its largest ever - source

Blackstone President Jon Gray had said in January the firm expected the fund to exceed $20 billion in size.

Which companies and countries will be swept away by digitalisation?

As with any seismic shift, there are risks and rewards, with some businesses already operating in markets or sectors that are well placed to take advantage of this transformation.

Are active fund managers doomed?

So do active managers have a future? And if so, what does it look like?

All In The Family Office

Such business structures offer benefits such as privacy, confidentiality and strategic oversight to the wealthy for financial decision-making.

Tim Sloan's departure from Wells Fargo is a 'big mistake,' says management guru Jeff Sonnenfeld

Yale's Jeffrey Sonnenfeld says Tim Sloan was a "great" CEO for Wells Fargo and it's "unfair" that he has to step down.

For Canadian near-retirees, wealth has grown faster than income

Aside from measuring both total assets and net worth, the SFS provides data on specific forms of wealth including retirement wealth, principal residences, and pension wealth.

Funds Are Flowing From Philanthropy to Investments; Is This A Good Thing?

This can be achieved by investing in companies that align themselves with these goals

Lower fees and switch to passive will hammer active managers

China, private markets and so-called solutions will help bolster revenue growth

A long-term fund with $370 billion under management shares some investing 'themes'

Machin picked several themes that the fund — one of the world's largest, with nearly $370 billion of assets under management — is betting on.

PURE Insurance Named Best Insurance Underwriter by the Family Wealth Report

The prestigious panel of judges were unanimous in agreeing PURE the winner

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