Managers of Wealth Americas

Is Bank of New York Mellon Corporation (BNY) Fully Priced After Its Alight Solutions Partnership?

After a 65.62% 1 year total shareholder return and a shift into larger cap value and growth indices

High wealth isn’t a shield from inflation, so what’s driving up costs for HNW lifestyles?

New report shines a light on wealthy population and reveals where their living costs are highest.

Central banks think the US has become riskier. They plan to sell dollars and buy gold

The findings represent the latest indication of a global shift away from the dollar, often referred to as “de-dollarization

Family Offices Turning to “Purpose of Wealth” to Prepare the Next Generation, New AlTi Tiedemann Global and Campden Wealth Research Finds

Early data from the 2026 AlTi Tiedemann Global and Campden Wealth Family Office Operational Excellence Report shows that defining the purpose of wealth is rapidly becoming a top priority among family offices, largely driven by a desire to guide the next g

What are your wealthiest clients spending their money on these days?

New report shines a light on the global luxury spending trends

Next phase of stock gains could come from a broader range of opportunities

In fact, while CIO remains confident in the AI growth story, they also expect that the next phase of stock gains will come from a broader range of opportunities.

Architecting the Future

The Forces Redefining the Family Office

The Retail Shift Reshaping Private Markets: 84% of Firms Move in, but Scale Brings New Strain, State Street Survey Shows

Nearly eight in ten respondents cite liquidity management as a key challenge

AI Is Changing The Family Office, But How?

This balance will ultimately define the role and success of family offices.

2026 Bank of America Private Bank Study of Wealthy Americans

Longevity and accelerating family business transfers are reshaping how affluent families build, manage and pass on wealth.

Inside the $6 Trillion Pivot: Where Family Offices Expect the Next Decade of Wealth Creation

Instead, the world’s richest families increasingly see five major hubs shaping long‑term growth and capital flows—the United States, China, India, the Gulf, and Southeast Asia.

Americans Are Looking at a 40% Social Security Tax Hike Unless This Happens

With Social Security facing a major reduction in benefits in less than a decade, drastic action may be necessary before finding a fix becomes even harder.

Trust-related health checks for Americans with UK connections

The position under the trust's governing law is a key piece of the puzzle, so it will be important for the UK and US advisers to work together to reach a pragmatic solution.

How Family Offices Can Bring Institutional Discipline to Private Markets

At the same time, delayed distributions and persistent volatility are placing new pressure on cash flow assumptions, forcing firms to rethink how they structure and manage illiquid portfolios.

Five Tips for Going from Solo Advisor to Teaming

What separates teams that grow from those that stall.

AllianceBernstein, Brookfield, Carlyle Team Up on Private Markets Push for DC Plans

The three firms are collaborating on ABC [ONE], a portfolio which dynamically adjusts allocations to private credit, real estate and equity based on a participant's retirement stage.

Banking intelligence insights: Five strategic takeaways for banking leaders

Banks are also seeking to leverage AI at scale to make decisions faster, using a more complete view of the customer, their balance sheet, and the market—while supporting decisions that are transparent, traceable, and defensible.

Wealthy women want alternatives, but why haven’t their advisors discussed it?

Brookfield finds HNW female investors are ready for alts but waiting to be led.

Schroders Study Reveals How Retirees Are Responding to the Affordability Crisis

Half of Retirees Report Their Expenses Are Higher Than Expected Nearly One-In-Five Struggling Financially

Inflation is back and could be here to stay, warns State Street’s Matthew Bartolini

Research head shares with InvestmentNews why inflation-linked bond ETFs are in demand.

Comment, Analysis & Research