Managers of Wealth Americas

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.

How wealth and asset managers address cost imperatives

Taking steps to achieving cost transparency and control

EY Announces Shirl Penney of Dynasty Financial Partners as an Entrepreneur Of The Year 2023 Florida Award Winner

Entrepreneur Of The Year celebrates ambitious entrepreneurs who are building a better world

Global Wealth Management Market 2022 by Company, Regions, Type and Application, Forecast to 2028

Banks accounting for % of the Wealth Management global market in 2021, is projected to value USD million by 2028, growing at a % CAGR in next six years.

Advanced Planning: Understanding Life Insurance

The purpose of this guide is to summarize some key aspects of life insurance and how to incorporate it into your overall plan.

Gold can overcome near-term headwinds

As a result, gold has now fallen more than 5% from its recent peak in early May, when investors were more confident that the Fed had already finished its rate-hiking cycle.

Schwab Personalized Indexing Receives Upgrades

The platform, first launched in April 2022, now features digital client onboarding, an updated dashboard and the ability to exclude more individual stocks.

Investment Strategy

Goldman Sachs describes the deal as a significant reduction in uncertainty but a small reduction in spending.

Goldman Sachs Asset Management Announces Liquidation of Goldman Sachs MLP and Energy Renaissance Fund

"GSAM remains one of the largest asset managers in the energy infrastructure sector."

How much could you earn working for a family office?

A greater number and calibre of wealth professionals is required as the industry matures and expands globally

US banks prepare for losses in rush for commercial property exit

Lenders prepare to offload debt at a discount even when borrowers are up to date on payments

Bank of America CEO says company to slow hiring, predicts ‘mild recession’

“We’re not making layoffs. We’re trying to do it by attrition, but even the attrition slowed to half what it was last year. And when I talk to other companies, I get the same input.” Moynihan told Brennan.

The future of wealth advisory: new tech and deeper relationships

Owen O'Neill, Partner with PwC Canada Strategy&, explains how banks and advisors are balancing the benefits of technology with the needs of an aging client base

Expert warns of 'Succession syndrome' among the wealthy

The dynastic issues of hit show reflect those experienced by wealthy families

NYC Ditches Ties With Some Banks Over Discrimination Issues

The city made the move after seeking proof from financial institutions of their efforts to combat discrimination.

U.S. Bancorp investors are sitting on a loss of 39% if they invested a year ago

Since shareholders are down over the longer term, lets look at the underlying fundamentals over the that time and see if they've been consistent with returns.

Comment, Analysis & Research