Managers of Wealth Americas

Pope Francis Starts Emergency COVID-19 Fund

“The private sector is likely to respond to the highest bidder for many of these supplies, that’s just business.”

Banking on Brazil: Asset managers circling LatAm’s biggest market

‘Brazil has always been a very attractive market, but one that has admittedly been very difficult for international asset managers to penetrate,’ Marilyn Foglia, the Latin America head for UBS Asset Management, says.

Goldman Tells Rich Clients U.S. Stocks Promise Best Returns

Strategists expect a V-shaped economic rebound after crisis

Why patience is a virtue by Canaccord Genuity Wealth

Very little has been priced into corporate earnings yet, to reflect the massive drop in economic activity which has started in western countries.

UBS launches new client initiative providing access to the Small Business Administration's Paycheck Protection Program

The firm developed a solution enabling small businesses to participate in the PPP.

First Republic Bank Announces First Quarter 2020 Earnings and Conference Call Date

First Republic Bank will conduct a conference call

ETFs: a critical tool for managing millennials’ wealth

ETFs allow wealth managers and advisors to create lighter, cheaper models and reduce trading costs

UBS to Advisors: Consider Paying Virus Bonuses to Support Staff

The payments cannot be made through “business builder” expense accounts that UBS gives brokers as a benefit because the tax-friendly accounts are earmarked for “non-compensation” purposes, the broker complained.

The Richest in 2020

Bill Gates keeps his spot as number two richest

At RBC Wealth Management: No Layoffs, Virtual Recruiting

RBC is also doing other things to help employees, including giving hazard pay of $50 a day to the minority of workers who must still go to the office to do their jobs, Financial Advisor IQ reports.

Hightower Makes Strategic Investment in Wellspring Associates

Wellspring, a specialist in estate planning and intergenerational wealth transfer, will act as a resource for Hightower advisors seeking estate and tax planning solutions for affluent clients

A Family Office Can Give You Back Your Personal Time

“A family office functions like a financial concierge and can do as little or as much as our clients want.”

Wealthy U.S. Investors and Business Owners Look Hopefully to Long Term

Investors see the coronavirus subsiding by midyear, a UBS poll finds.

COVID-19 special: Spotlight on sectors

The Nikko AM team has provided a brief outline of some of the issues that we see across the major sectors.

A crisis in equity dividend income

By the close of business yesterday, around 15% of FTSE 350 constituents had already announced dividend cuts

Women Hold Majority Of Personal Wealth, But Still Minorities In Advisory Field

Ninety-six percent of women have a primary or shared responsibility for family financial decisions.

Top trends that continue to reshape wealth management

As digital engagement models continue to leverage lower product costs and commoditize advice, the industry is compelled to come up with more competitive fee structures to keep up with the latest changes in the marketplace.

Barclays Adds ESG Assessment and Indicators to Fundamental Research

Fundamental Environmental, Social, Governance (“ESG”) Research will offer clients multi-dimensional analysis of ESG performance for companies under coverage, and assess how ESG attributes impact security pricing.

FundCount Named Best Consolidated Reporting Solution in 2020 Family Wealth Report Awards

Software meets family office needs for aggregated data and personalized client experience

SEI Family Office Services Recognized as Best Outsourced Service Provider for Family Offices

This award highlights our firm’s ability to provide comprehensive bill payment, partnership accounting and client reporting service solutions and serves as a testament to the world-class team that supports our unique and complex client base.

Wealth and Asset Management