Managers of Wealth Americas

Diversity Is Just the First Step. Inclusion Comes Next.

Many companies are taking steps to increase the diversity of their workforces.

Global funds favour bonds, but say most assets expensive

In the latest survey of 36 fund managers conducted April 17-30, global equity allocations accounted for 47.0 percent of the model portfolio from 47.6 percent in March.

Wealth clients willing to pay for financial advice, 33% switch providers - study

Research says more than 80% of wealth management clients express interest in financial advice and planning, yet half of these remain on the sidelines

Building the health systems of tomorrow: dealmaking and the future of the life sciences sector

A major recurrent theme is the ongoing transformation of the industry.

ECB's Draghi, in rare move, sounds concern over Fed's independence

Mr Draghi's intervention is notable given central bankers are usually loath to comment on politics or events in economies other than their own.

Debate rages over practicality of modern monetary theory

The Treasury Department estimated recently that the current budget deficit would reach $1.1 trillion by the end of fiscal year 2019.

Wells Fargo’s 1Q profits rise 14%, beating analyst forecasts

Like other banks, Wells Fargo has benefited from a rise in interest rates

Majority of U.S. Investors Unfamiliar With Social Investment According

The study results make us ask why social investment isn't more widely understood and why it's not been more widely adopted in the U.S

Creating Impact—The Promise of Impact Investing

Investors’ appetite for impact investing—in which they seek to generate positive impact for society alongside strong financial returns—could total as much as $26 trillion, according to the report Creating Impact: The Promise of Impact In

Rich Women Calling More of the Shots: Merrill Wealth Chief

“Arguably it’s the most powerful trend in our industry,” said Andy Sieg, president of Bank of America Corp.’s Merrill Lynch Wealth Management unit.

Lack of In-House Expertise Prompts Financial Services Firms to Focus on Outsourcing

The benefits of an external third-party provider approach were further highlighted when respondents were asked where they looked first for data management solutions.

Trade between GCC, Latin America hit $16.3b in 2018

UAE accounts for lion’s share of GCC exports and imports from LAC nations

Massive Impact on Wealth Management App Market Globally To 2025

It has been summarized with a blend of primary and secondary research techniques.

Billionaire Ray Dalio: ‘Of course’ rich people like me should pay more taxe

“Of course,” Dalio said. “One way or another, the important thing is to take those tax dollars and make them productive.”

Appointing a female CEO significantly boosts company performance

Though the researchers found that appointing a female CEO produced a positive reaction for non-family firms, family firms experienced a negative impact to both performance indicators.

Global Sustainable investment assets Worth $30 Trillion

Sustainable investing assets in the five major markets stood at $30.7 trillion at the start of 2018, a 34% increase in two years, the review said.

Blackstone raises $22-billion fund, its largest ever - source

Blackstone President Jon Gray had said in January the firm expected the fund to exceed $20 billion in size.

Which companies and countries will be swept away by digitalisation?

As with any seismic shift, there are risks and rewards, with some businesses already operating in markets or sectors that are well placed to take advantage of this transformation.

Are active fund managers doomed?

So do active managers have a future? And if so, what does it look like?

All In The Family Office

Such business structures offer benefits such as privacy, confidentiality and strategic oversight to the wealthy for financial decision-making.

Comment, Analysis & Research