Managers of Wealth Americas

Big data vs. bad data

Big data is certainly not bulletproof and having a lot of information should not be confused with having credible information.

Miami leads the way for ultra rich overseas buyers looking for U.S. property

These buyers are overwhelmingly paying in cash too.

How Trusts And Estates Lawyers Can Profit By Addressing the Adverse Impact Of Great Wealth On Heirs

A large percentage of self-made millionaires, multi-millionaires, and billionaires are very concerned that their children do not have a sensible perspective on wealth.

America’s Superrich Made Near-Record Contributions to Charity in 2017

The 2017 giving spree was fueled by huge donations from many relatively young major philanthropists who are still accumulating great wealth — and who are likely to make big gifts for years to come.

Switzerland & United States Are The World’s Most Corrupt Nations – Report

The index ranks countries for the assistance their legal systems provide to money-launderers, and to all people who seek to protect corruptly-obtained wealth. The higher the secrecy score, the more corrupt the government is.

Assets of the 1,000 largest U.S. retirement plans hit $10 trillion

All five of the largest retirement plans in the country are public plans

US asset managers shake up equity research as banks shrink their budgets

Across Wall Street, asset managers are also betting that some research can be automated

Market Meltdown, Bitcoin Bubble, And Wealth Managers Collecting Assets

It is important to realize that a critical role of astute wealth managers is to provide financial solutions to their affluent clients including helping them stay on course when “storms” appear.

Switzerland, United States are the world’s most corrupt nations: report

It explained that “the Swiss will exchange information with rich countries if they have to, but will continue offering citizens of poorer countries the opportunity to evade their taxpaying responsibilities.

Global legal services in a disruptive world: Big Law versus New Law

The research findings shine a light on how the legal sector is adjusting to meet the needs of ever-demanding global clients

Opioid addiction crisis: The cost of killing pain - Schroders

Now, major opioid drug manufacturers have been sued by over 30 states, cities or counties in the US.

Citi’s CIB head embraces the tech challenge

These formative years contributed to his view of banking as an apprenticeship business.

How 3 Female Asset Mangers Built Decades-Long Careers

Three women who have each spent between 20 and 50 years in the financial services industry reflect on their successful careers

In the Vanguard: Fund giants urge CEOs to be ‘Force for Good’

Passive managers link up to deliver checklist letter to change corporate behaviour Committee Encouraging Corporate Philanthropy

Changing Tides: Global Private Debt Market in 2018

Of these, a fifth (21%) expect a significant increase over 2018.

US Dealmaking Remains Robust According to a New Report by White & Case and Mergermarket

The key factor is the stock market.

Global ETF Industry Had Record Breaking Year in 2017

The report also looked at themes affecting the ETF industry.

Global alignment for growth drives optimism for Canadian private companies

Despite the positive outlook, 41 per cent of private Canadian companies indicate likelihood of disruption by a non-traditional competitor

US, Switzerland singled out for financial secrecy by new index

The only realistic way to address these problems comprehensively is to tackle them at root: by directly confronting offshore secrecy and the global infrastructure that creates it.

World Bank Report Finds Rise in Global Wealth, but Inequality Persists

The report found that global wealth grew an estimated 66 percent

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