Managers of Wealth Americas

'Do I Need a Wealth Manager?' How to Find a Trustworthy Wealth Manager

That said, when thinking about how to find a wealth manager, keep in mind that not all wealth managers will be trustworthy or "fiduciary".

Equity positioning is still low despite stock market rally, HSBC strategist says

Liquidity and the reduction of tail risks due to policy measures from governments and central banks are a key driver of the general upward trend, Sels told CNBC’s “Squawk Box Europe” on Wednesday.

Family offices are driving innovation and being well rewarded

Global report shows that family offices are significant funders of innovative businesses and getting good returns

Global commercial real estate markets feel impact of COVID-19

Cross-border investment has slowed significantly with travel restrictions, in particular inter-regional investment which declined by 61 percent during the second quarter.

JPMorgan and UBS Wealth Both See Value in Corporate Bonds

JPMorgan says credit as an asset class appears ‘cheap’

Bringing Charitable Fiduciaries Up to Speed

Too many are still focused on capital growth of foundations rather than their charitable purpose.

The world has a new centibillionaire – Mark Zuckerberg

Facebook hit a record high on optimism about the release of its TikTok competitor Reels, shooting Zuckerberg's net worth over $100 billion for the first time.

Remote client service has grown on most advisors, finds survey

Majority of professionals in poll plan to keep serving clients remotely until the end of 2020

Fascinating Examples Of How Blockchain Is Used In Insurance, Banking And Travel

It provides a useful and highly secure way of authenticating information, identities, transactions, and more – creating a super-secure record that can be updated in real-time.

Ex-Goldman veteran Marty Chavez: Virus will speed up tech takeover of Wall Street

The star exec, Latino and openly gay, was the architect of Goldman's shift to trading technology

BNY Mellon’s Slavin comments on the robustness of ETFs during the market volatility, and future trends

Slavin is in charge of the ETF business at BNY Mellon for all asset servicing for the ETF ecosystem that the bank supports, from custody, accounting, administration, liquidity, securities lending and foreign exchange, effectively the bank and middle offic

8 million Canadians rethinking retirement because of COVID-19: report

The survey was conducted over a period stretching from early May to early June, before the Canadian job market staged a strong bounceback from record-breaking job losses at the start of the pandemic.

Artificial Intelligence Will Never Be as Smart as Elon Musk

Even intelligent people can think stupid thoughts and say silly things, simply because they are smart.

Raymond James gains 5 ex-Merrill Lynch advisors who managed $515M

All three spent the last decade with Merrill Lynch.

Robo-Advisors Thrived Amid the Covid-19 Volatility. Here’s Barron’s Latest Robo Ranking.

Six months into a chaotic year, a typical moderately aggressive robo-advisor account was down just 2.9%, according to data from Backend Benchmarking, a Martinsville, N.J.–based firm that follows the robo industry.

Policymakers still Needed

Developed market equities returned 4.7% underperforming emerging markets which were up 8.4% led by that strong performance from China.

What pandemic? World's wealthiest family gets US$1 billion richer every 2 weeks

Switzerland's Oeri-Hoffmann dynasty added 24 per cent to its net worth with Roche shares boosted by sales of Covid-19 tests.

What Can Traditional Private Banks & Wealth Managers Learn From Neobanks, Wealthtech Startups?

As more and more of these new generation players appear across the globe, they are slowly chipping away at incumbent banks' market share, and not only in the mass banking and unbanked categories.

Women as the next wave of growth in US wealth management

As part of recent McKinsey research on affluent consumers, we surveyed over 10,000 affluent investors, nearly 3,000 of them female financial decision makers.

The latest trend among wealthy American travelers? Buying another country’s citizenship.

The price tag for these services varies, ranging from $100,000 for some Caribbean options to more than $2 million for European ones.

Comment, Analysis & Research