Managers of Wealth Americas

UBS: Colm Kelleher's Flawed Bet on US Investors

Despite having a solid business and being a market leader in global private banking, the bank’s share price has not made any great leaps.

Emerging market outperformance set to continue

As a result, fed funds futures markets are now pricing around a 95% chance that the Fed will further reduce the size of its expected February rate hike to 25 basis points.

Recessions first, then recovery

The most recent developments show that economic and financial pressures are easing.

Winning.

“Your investor’s edge is not something you get from Wall Street experts. It’s something you already have.” - Peter Lynch.

Is persistent dollar strength over?

In recent weeks, much has changed in global currency markets, thanks to shifting liquidity trends, falling energy prices, easing inflation, and China’s unexpectedly swift reopening.

Brace, brace! The US crashes through its debt ceiling, again

It is easy to dismiss a dispute over the US’s debt ceiling as a political fight that will be resolved before any damage to the country’s financial credibility.

Don’t Blame The Bank, Merrill Boss Says

Make no mistake, Bank of America has propelled the Merrill Lynch business forward.

JPMorgan begins private lending drive with $10 billion - source

The Wall Street titan's move into the market is likely to put it head to head with established sector heavyweights such as Ares Management Corp and Apollo Global Management.

BlackRock’s Larry Fink painted a target on his own back for ESG critics

Like much of the asset management industry, BlackRock has adopted what Henry Kissinger dubbed 'constructive ambiguity' over ESG

Believe It or Not, It’s a Great Time to Be a Financial Advisor

Now is an opportunity to grow your practice and prepare it for future success.

The art of higher-yield savings

On average, these banks paid 0.4% interest in savings and money-market accounts.

PwC: Global CEOs sentiment on growth at 10-year low

Survey of business leaders across 105 countries are pessimistic about economic growth and the challenges they face

Bank of America CEO on Fed easing: Why 'higher for longer' makes sense

Nearly 40% of CEOs surveyed said their organizations wouldn't be economically viable in 10 years if they do not transform.

Index concentration comes back to bite investors

Your portfolio may not be as diversified as you think.

The Future of the Monetary System

The most recent report of the Credit Suisse Research Institute (CSRI) looks at the drawbacks of a US dollar dominant monetary system and possible alternatives

Why do Goldman Sachs bankers dislike their CEO?

David Solomon is taking away power from the firm’s bankers, which is good for shareholders.

A Revolutionary Way For Hedge Funds And PE Funds To Raise Capital From The Ultra-Wealthy

The methodology enables multi-family offices, wealth managers, lawyers, and accountants to dramatically grow their practices.

Family Wealth Report: Family Offices Smile On Private Debt – Survey

They see these areas as offering shelter amidst market volatility and rising interest rates and inflation.

How to Help Middle-Rich Clients

Techniques to help minimize estate tax liability for the merely rich, without the cutting-edge strategies often used by the ultra-wealthy.

Ten Trends For Wealth Management In 2023

Wealth managers have two choices: recalibrate their business models and accelerate their structural reform efforts, or risk falling behind.

Comment, Analysis & Research