Managers of Wealth Americas

Financial Challenges Aside, Women Are Enthusiastic on Retirement, Say "70 is the New 50"

When it comes to their hobbies, women, more than men, look forward to pursing more emotionally fulfilling activities

Brazil could look like India in next 10 yrs if reforms continue: Swiss bank

Latin America's largest economy might follow India's path, seeing an accelerated, consistent pace of growth

It’s Too Easy for the Ultra-Rich to Pass Down Wealth. Here’s How to Fix That

The shift back came as billionaires like the Kochs used their immense fortunes to push for massive tax cuts, like the Bush tax cuts in the early 2000s

Goldman Asset says time to buy emerging markets amid volatility

While global equities have recouped some of their losses in recent days, markets such as China, Hong Kong and South Korea have all dropped into bear territory due to concern over slowing growth, sliding oil prices and a U.S.-China trade war.

Subscription models of financial advice emerge

These companies have turned a product into a service."

Research - Non-financial performance measurement is biggest hurdle for ESG investing

This more nuanced approach to sustainable investment requires the development of more complex metrics, benchmarking and monitoring.

Tax cuts, de novos and gridlock: What bankers can be thankful for this year

But many bankers are relieved that Republicans have maintained their control of the Senate, as well as the White House.

To attract younger clients, offer what they’re looking for

Exacerbating the problem is that millennials are increasingly attracted to technology-based investing products that are easy to use, low-cost and marketed to their demographic.

Help HNW clients with high-impact philanthropy

The clear-eyed math shows that if an ultra-wealthy family wanted to spend down half its wealth in a 20-year time frame, the family would need to donate more than 11% of its assets per year — a tenfold increase over average current levels of giving.

Precision Options Strategies for the Ultra-High Net Worth Family Office

Such strategies can be especially effective when they’re targeted towards a specific sector/industry/market or country.

Life lessons of the rich and famous: Why you need an estate plan

Under the latest tax law, passed late last year, only those with more than $11.2 million in assets ($22.4 million for a married couple) are subject to federal estate taxes.

Lessons from Eight Successful M&A Turnarounds

This insight is meaningful, as about 40% of big-company mergers require some kind of turnaround, according to Lessons from Eight Successful M&A Turnarounds

Great Again: Fewer American renouncing citizenship under Trump

Prior to Obama’s tenure in office, fewer than 1,000 Americans expatriated annually.

Temenos: How AI is Creating a Personalized Investing Experience

The clear message from the study shows that with the growing deployment of AI solutions for wealthy clients a new type of wealth manager is emerging, with APAC leading the way.

Broadridge Head of Strategy Outlines Innovation by Acquisition Approach

Innovation by acquisition is a clear strategy invoked by Broadridge, and one that our Mike Tae believes plays naturally with market trends.

CEO Action for Diversity & Inclusion Unveils Three Key Actions

These actions support the coalition's foundational commitments to broaden awareness of unconscious bias and encourage difficult conversations about diversity and inclusion in the workplace.

Citi tops M&A league table for financial advisers in Q3 – exclusive ranking

With 65 deals worth $153.3bn, and 79 deals valued at $152.9bn, Morgan Stanley and JP Morgan secured fourth and fifth positions, respectively.

Warren Buffett Is Betting $86 Billion on This Industry

A single industry now makes up more than 40% of Berkshire Hathaway’s stock portfolio.

KPMG: Cryptocurrencies like Bitcoin are Not Store of Value [Yet]

At the same time, a coherent approach at defining comprehensive legal parameters for crypto space could allow big businesses to enter significant capital into its market.

Banks underperform in five out of five categories that matter most to customers

Bain & Company’s ninth annual study on retail banking finds traditional banks continue to lag behind technology firms and direct banks in providing simple, digital customer experiences

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