Managers of Wealth Americas

World's Best Private Banks 2020: The Tough Get Going

While rising ranks of wealthy individuals support growth in private banking, these are challenging times for the industry.

AI Will Drive The Multi-Trillion Dollar Longevity Economy

Longevity has become a recurring topic in analytical reports from leading financial institutions such as CitiBank, UBS Group, Julius Baer, and Barclays.

Canadian pension funds look to tap private debt space in India

According to Gandhi, CPPIB sees a big opportunity in the lending space, where businesses have a good asset base but are facing issues on the liability side, including stressed assets.

Billionaire Eli Broad Pledges $100 Million To Yale’s Business School

Those outside our community may be surprised to see a business school dedicate a major program to public education, but this is exactly the type of issue our school has always cared about–one where leadership informed by systemic thinking, rigorous

Citi Private Bank Issues Outlook 2020: Global Growth Can Endure Over the Coming Year

Citi Private Bank releases its investment themes for 2020

Q3 2019 Cryptocurrency Anti-Money Laundering Report

It will no doubt have implications as regulators seek to have KYC information shared globally.

CFA Institute Says Firms Must Act Today to Take Advantage of AI and Big Data Opportunities

Survey reveals investment industry is in early stages of adopting AI and big data analytics

Top Trends in Wealth Management 2020

As wealth management firms enter an experience- versus product-led era, understanding structural changes in customer profiles and expectations has become critical. Our report aims to explores and analyze the top wealth management trends for this year and

Tax revenues have reached a plateau

Working with over 100 countries, the OECD is a global policy forum that promotes policies to improve the economic and social well-being of people around the world.

Investors boycott Brazil over Amazon deforestation concerns

Pressure mounts for Brazilian companies to become more compliant with ESG standards

Philanthropic Giving Among UHNW Individuals Exceeds $150 billion

New Wealth-X Report Reveals Global Insights and Trends Among Major Donors

Study Finds Mobile Apps Are Key Opportunity for Wealth Management

A report recently published by the American Bankers Association on the changing face of wealth management also highlighted banks’ opportunities in mobile access to wealth services, with nearly six in 10 banks seeing a need to enhance mobile wealth m

Wells Fargo Investment Institute Releases ‘2020 Outlook: A Call for Resilience’

How to position a portfolio for resilience through a long bull market, slowing global growth, presidential election year

What Machine Learning Will Mean for Asset Managers

ML is particularly adaptable to securities investing because the insights it garners can be acted on quickly and efficiently.

State Street Global Advisors Global Market Outlook 2020 – “The Only Way Out Is Through”

“Despite current headwinds, over the longer term, value may be realized in EM equities, although investors may require a bit of patience”

IQ-EQ talks impact investing with LeapFrog’s Clare Murray

Having started out her career at Goldman Sachs in New York, Clare was first introduced to the concept of responsible investing after moving to BlackRock in 2012, where she worked closely with family offices, family foundations and endowments.

Financial services firms continue to outsource mid-to-back-office operations to remain competitive

With or without AI, outsourcing can provide significant benefits.

Saxo Bank 2020 Outrageous Predictions

With a popular mandate and strong majority in Parliament, Boris Johnson is in stronger position than ever to come back to the negotiating table in Brussels.

Morgan Stanley boosts price targets for Alibaba, Baidu and e-commerce upstarts as bank says China internet sector ‘attractive’

The 26 companies under Morgan Stanley’s sector coverage, including leading players Alibaba, Baidu and Tencent Holdings, are seen generating 24 per cent more profits to 376 billion yuan on the back of 24 per cent jump in sales to 2.6 trillion yuan.

20 Minutes With: Elizabeth Neuman, Phelps Vineyard’s Director of Business Development

Joseph Phelps Vineyard was founded by a Colorado man of the same name.

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