Managers of Wealth Americas

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.

Where Is All That Gold Being Stored?

A multitude of options, from burying in the backyard to posh steel-lined vaults.

How The World’s Next Generation Of Ultra-Wealthy Are Redefining What It Means To Give Back

They're also motivated by the value propositions behind sustainable and impact investment strategies, often driving such initiatives with their own or family businesses.

Citizens Survey Finds That COVID-19 May Permanently Change How Consumers and Businesses Bank

While the Shift to Digital is Accelerating, the Right Mix of Human Interaction and Technology Remains Critical

US direct lenders modify fee structures as private lending loses luster

Direct lending funds raised US$9bn in the second quarter of 2020, according to research firm Preqin, a decrease from US$11.9bn over the same time last year.

Unlock the Fiduciary Principles Inside You

More than a regulatory requirement, Reg BI offers an inflection point for lasting cultural change.

Visa announces support for cryptocurrencies

Visa’s outlook on new digital currency payment flows

Really that Good, or that Bad? by Gary Dugan

The economic data has been good, but it is likely to be more mixed going forward.

Hyflux receives letter about possible investment by North American fund manager

Having closely followed Hyflux's restructuring process, Spectrum has determined that the water treatment firm is a good investment candidate for the fund.

Gold Returns To Glory And The Gateway To $2000

But then given the almost resistance-less span of twice that distance, Gold added those additional 100 points to its pile in just the past 13 trading days.

MX Launches Data Connectivity API To Power Modern Banking Experiences

Path by MX improves data access and connectivity for financial institutions and fintechs by connecting core systems with consumer finance providers and enterprise tools like Dell Boomi, MuleSoft, and Salesforce

UBS Bets on Ice Hockey

This long-term agreement reinforces UBS’s commitment to the New York metro area as firm's Americas headquarters

Gold: Eventual move to new record highs to test the $2000 mark – Credit Suisse

“Support at $1790 now ideally holds to keep the immediate risk higher. Only back below $1671 though would set a near-term top.”

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