Managers of Wealth Americas

Is the equity rally sustainable?

Given the risks to the US economic outlook, we see better risk-reward in high-quality bonds than in equities.

Taking a Breather

The Fed still sees the need to raise rates and expects to keep the rates elevated level for some time.

The 7 U.S. cities where a $250,000 salary is worth the least — New York is No. 1

The study compares the after-tax income in 76 of the largest U.S. cities and adjusts the figures for the cost of living.

Quality income equities – why now?

Income-seeking investors can look to a variety of opportunities in fixed income, where we hold a most preferred view.

Moving beyond the inflation shock

In the US, rate-sensitive areas: housing, investment, manufacturing, and trade are slowing or contracting, while services have been more robust.

Here’s how much Americans in their 30s have in their 401(k)s

If your retirement savings fall below either of those amounts, the first thing to remember is that you’re not a failure, Marguerita Cheng, certified financial planner and CEO of Blue Ocean Global Wealth, told CNBC Make It.

Many Gen Zers and millennials say they delay financial planning because it's time-consuming and complicated, survey finds

Charles Schwab, a financial-services firm, surveyed 1,000 Americans for their views on wealth.

Robert Kiyosaki says American banks will continue to crash

The magnitude of Kiyosaki’s assertion is matched by the weight of his words.

Monthly letter: Balancing act

As we approach the second half of 2023, markets are pricing a benign path forward. Implied equity volatility is the lowest since the onset of the pandemic, and the S&P 500 is up 20% from October’s low.

Family Office Trends: How Indian Family Wealth Continues to Move Abroad

Although India has previously enjoyed the immense wealth generated by family offices, this is beginning to change.

What Makes Someone A High Net Worth Individual

This new-age term is used to denote cash-rich individuals who hold sufficient bank balances to bankroll even their most expensive dreams.

Building on employee goodwill in banking

Even the banking employees who have switched jobs recently have overwhelmingly (85%) stayed in the same industry.

GSB Wealth Management LLC Lowers Stake in Becton, Dickinson and Company

The company also offers syringes designed for diabetes patients.

8 Keys to Meeting the Needs of Ultra-Wealthy Clients

Put simply, they want to know that their wealth is being protected and being put to good use — whatever that means to them.

Acquisition of South Dakota Trust Company Establishes JTC as the Leading Independent Provider of Admistration Services to the US Personal Trust Sector

Not only does it bring us greater scale in the US, it also provides significant opportunities to offer our wider private client services to their high net worth and ultra-high net worth family clients.

Comment, Analysis & Research