Managers of Wealth Americas

US Watch - Why tariffs will not unleash the next inflation wave

The reality has been much milder until now. Core goods CPI prices have risen by 0.15% between January and May this year.

New report highlights evolving investment suitability practices in Canada

The study, conducted by Canada’s Financial Wellness Lab in collaboration with Ortec Finance, provides insights into current industry practices, challenges, and areas for improvement.

Organic Growth Will Be a Defining Advantage as Financial Wealth Hits Record-High $305 Trillion

What defines winners today is no longer exposure to market performance or the ability to poach senior bankers

Canada appears to be losing appeal for millionaires, report reveals

Demand weakens along with other traditional destinations for wealth migrants

Schroders survey finds North American institutional investors are bracing for volatility and looking to active management

More than half expect increased market turbulence over the next 12 months, and that expectation has refocused their interest in active management.

Dollar slump ignites a rethink for private banks' portfolios

With the US dollar weakening, private banks are turning to hedging strategies and diversifying into assets like gold and European markets.

Towards a weaker dollar despite the uncertain environment

This suggests higher risk for these investors and lower demand all other things being equal.

High-Earning Women Are Slow To Invest, Capital Group Survey Says

The research found that not only are women are more open to financial advice than men, they’re also more likely to stay loyal to a financial advisor once they have gotten started.

BlackRock Study: Family Offices are in Risk-Management Mode, Focused on Increasing Diversification and Idiosyncratic Sources of Return

Alternative assets are more important than ever to family offices, making up 42% of their portfolios, up from 39% from BlackRock’s previous survey.

US Consumer Price Index edged lower than forecast in May

Weekly economic review for the week ended June 13, 2025

JPMorgan CEO Jamie Dimon gives chilling warning as US economy 'deteriorates'

'Employment will come down a little bit, inflation will go up a little bit—hopefully, it's just a little bit.'

How CIOs value the trading desk in 2025

The market in 2025 would mean that they were relying on their trading desks for liquidity and market intelligence, observed Heinel.

A new era of wealth transfer: Five key takeaways for securing your family legacy

Insights into giving and inheriting wealth across generations.

Americans Have Over $34T In Wealth Trapped In Home Equity — And Wall Street Is Trying To Get Its Hands On As Much Of It As Possible

Americans now hold $34.7 trillion in home equity – more than the entire U.S. GDP. Of that, mortgage holders account for $17.6 trillion

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