Managers of Wealth Americas

'Smacking a skunk with a tennis racket' by Tim Price

We believe the Federal Reserve’s large-scale asset purchase plan (so-called “quantitative easing”) should be reconsidered and discontinued.

Goodbye, Grinch. Small business owners are feeling the holiday cheer

A recent study shows that small business owners are becoming increasingly optimistic about doling out holiday bonuses, among other perks.

World investors cut stocks and hold cash as uncertainty dominates

World investors eased back on their exposure to risk assets such as stocks as they grappled with divergent monetary policies and multi-speed growth paths among major world economies,

San Francisco overtakes Los Angeles as California's hub for multi-millionaires as internet wealth eclipses Hollywood high-rollers

The steep rise in the number of 'ultra-rich' people living in San Francisco this year, has seen the city push ahead of Los Angeles to become California's hub for multi-millionaires.

Advisor Client Rating

When looking at Ultra High Net Worth investors with a net worth between $5 million and $25 million, 83 percent of all investors approve of their advisor’s responsiveness to requests, but only 66 percent of investors under the age of 55 approve.

Rising wealth in Europe attracts rivals from the Americas

Europe’s economy might be growing much more slowly than its US and Asian counterparts, but it still has solid fundamentals of wealth

Tiger 21 Member "Looking Forward" Portfolio Survey

We are pleased to share with you the results of the TIGER 21 Member “Looking Forward” Portfolio Survey for Fall 2014

The Dangers of Euphoria in Real Estate Investments

This percentage allocation to real estate is the highest of any asset class including public equities.

Growth in EM hedge fund investment slows

HFR report refers to impact of currency, commodity volatility

What investors need to know about preferred shares

The Financial Post takes a weekly look at the tools and strategies that will help make your investment decisions. This week: What investors should know about preferred shares.

Morningstar founder Joe Mansueto still dreams big

Goal to become 'ubiquitous' with investors backed up with spending, though share value, profits have sagged

Wealth-X Reveals: How Many Ultra Rich Individuals Are In Each US State?

There are 13,445 ultra high net worth (UHNW) individuals – defined as those with US$30 million and above in net assets – based in California.

New York Boosts Lead on London as Leading Finance Center

New York went into the lead last year, when 49 percent named it as the preeminent financial center and 44 percent said London.

Dodgy dashboards

Given the fact that I drive a 1964 Morris Traveller, I think she is entitled to have the occasional flashing light on her vintage dashboard.

'Wealth patterns among the top 5% of African-Americans' - Credit Suisse Research

For high-income white American families, 73% remained in the high income segment and only 1% fell into the low income segment. This analysis is a new analysis of the 1984-2009 data.

Canada an attractive market for UCITS, according to RBC

The report found that due to newly streamlined and nationally harmonised regulation system, the Canadian market is well prepared to facilitate the distribution of UCITS finds to qualified investors.

Money Rolls in for the Money Managers

This year is on pace to see a further increase.

Women Not Choosing Their Household Investments

This may have something to do with the fact that more than two-thirds of these affluent women were never taught how to invest in the stock market.

Goldman on 2015: Predictions for the Year Ahead

Expect further divergence between developed economies and major (but risky) upside potential from emerging markets, the investment banking titan says.

Prolonged Global and U.S. Economic Expansion Expected, Says BNY Mellon's Richard Hoey

Despite sluggish economic growth in recent years, BNY Mellon's 2015 Outlook is for a prolonged global and U.S. economic expansion

Comment, Analysis & Research