Managers of Wealth Americas

Meet 2019's Rising Stars of Wall Street

We've included people with a variety of roles and experiences from companies including Apollo Global Management, Blackstone, Goldman Sachs, BlackRock, and the New York Stock Exchange.

Model Portfolio Market Reaches $2.7 Trillion USD, Growing 19% Annually, According to Broadridge

A survey of 500 advisors conducted by Broadridge found that advisors plan to rely more on model portfolios as their clients' business needs become more complex.

Is UBS Leaving Money On The Table By Not Focusing Enough On Investment Banking Operations?

Keeping in mind the fact that UBS has consolidated its balance sheet well over the years by focusing on wealth management, now may be a good time for it to complement the business model by expanding its presence in key investment banking areas.

Convergence: ILS market must broaden its horizons

Potter suggested cyber insurance could learn lessons from terrorism insurance, with the two sharing similar characteristics.

Did the Fed just restart quantitative easing? - Sanlam

Another round of formal trade discussions between the US and China kicked off this week

Wall Street Rush to Safety Is Biggest Since Lehman Brothers Collapse

In similar fashion to 2007 and 2008, investors raised their cash holdings despite falling interest rates.

Evercore ISI Recognized as the Top Ranked Independent Firm in U.S. Equity Research

The 2019 All-America Research Team reflects the opinions of 4,000 individuals from more 1,400 institutions managing an estimated $10 trillion in US equity assets, according to the magazine.

World's Best Banks 2019: Bank Of America Named Best Bank In The World

Global Finance unveils its 26th annual listing of the best banks globally, regionally and in 149 countries.

Study: Billionaires Paid Lower Tax Rate Than Working Class for First Time in 2018

For comparison’s sake, in 1980, the 400 richest U.S. families paid an effective tax rate of 47% and in 1960, it was 56%.

Major Threat to U.S. Economy – Unfunded Retirement Deficits (They’re Almost As Big As Our Debt)

Social Security is the most obvious of America’s pension debts.

The timely rise of private equity secondaries by TMF

Recently we’ve seen something of a strategic shift, with private equity firms adopting a more systematic approach in terms of supporting technology, people and portfolio company valuation.

Hedge fund struggle amid tough conditions

Returns were positive across geographic mandates in September

Scotiabank’s chief risk officer on the state of anti–money laundering

It’s critical to understand that the landscape is changing on two frontiers.

Directors Failing to Receive Majority Support Hits Five-Year High

The number of board nominees failing to get at least 50% support was 478 compared to 416 in the first six months of 2018.

Are You In The One Percent? Here’s A Wealth Rank Calculator

It does not include the value of pensions, annuities or future Social Security benefits.

Fueled by M&A, smaller banks take bigger slices of the pie

The result is fewer banks and larger banks.

For Family Offices, Preservation Of Wealth Is The Most Important Thing And Real Estate Can Help

As many of us know, there's a common saying about family office money

Investment returns of ultra-rich families hit by global uncertainties; many expect recession next year

Family offices are cautious about geopolitical tensions, and there is a widespread sense that we're reaching the end of the current market cycle," said Dr Rebecca Gooch, director of research at Campden Wealth.

The richest American 37 years ago wouldn't even make it onto the Forbes billionaires list today

Forbes released its 2019 edition of the Forbes 400 list, which ranks the richest billionaires in America.

Goldman raises recession odds, but says stick with US

The bank's private wealth chief said it has raised its recession odds to 25-30% but urged investors not to give up on US equities

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