Managers of Wealth Americas

Luxury Institute: Evolving Values and Priorities of Ultra-High-Net-Worth Families

The Luxury Institute acknowledges its gratitude to the UHNW Institute and its members who contributed to this research.

RBC Wealth Management - U.S. survey reveals wealthy Millennials think regularly about their financial futures

The survey of 1,000 high-net-worth (HNW) Millennials found that 84% think frequently about their financial security, but many are unsure of what they need to do to attain it.

Why banks are failing millions in America

Many also avoid traditional banking because of distrust for financial institutions.

Billionaires Can’t Get Enough of Private Equity

The ultra-wealthy are stepping up as pension funds and endowments reach their limits.

Rise in wealthy migrants to create demand for wealth management services

Over the coming decade, the report forecasts a 30 per cent increase in the number of high-net-worth people living in Canada, driven largely by the projected performance of the economy, but boosted by this migration trend.

Active crypto users have plummeted 50%: Bank of America survey

According to the data, only around 33,000 clients transacted crypto for the first time in May, which represents an 87% decline compared to October 2021.

'There's strength in numbers' – in a team and a bank, says award-winning advisor

Team specialization and bank resources aid this team's success

Shareholders lift up their voices at many high-profile company meetings

"Clearly investors in insurance are very aware of climate risk and sent a strong message," Mr. Behar said.

Weak growth, elevated inflation to support dollar

By all accounts, the degree of USD strength has been unprecedented in the past twenty years, and under normal circumstances, a simple mean reversion argument would suggest the dollar would peak and roll over.

Some Asset Managers Pay Twice as Much as Peers to Use the Same Index

Brand power in the index market is “enormous,” which may be one reason new entrants have found it hard to compete, says Substantive Research’s Mike Carrodus.

Why Advisors Are Rethinking The 4% Rule

Some advisors and academics saw this altered economic environment as a valid reason to advise retirees to slash their asset consumption rate to 3%, in case returns regressed to the historic mean. Few of them were even thinking about a resurgence in inflat

Why the global wave of wealth is set to continue

Despite climate of uncertainty, BCG projections expect nominal and real wealth growth to continue – though some areas will be weaker

Helping Investors Protect Themselves For The Long Term

Some level of inflation is not a bad thing for our economy or markets

Inflation and rising interest rates have stressed the 60/40 investment portfolio strategy — ‘but it’s not dead,’ says financial advisor

Low interest rates and below-average inflation buoyed stocks and bonds.

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