Managers of Wealth Americas

Creating value beyond the deal

Put culture at the heart of the deal.

Wealth Management | Demand Is Rising — and So Are the Markets

Advisors guiding boomers and their heirs expect asset gains as economy slows but grows

Here’s why San Francisco housing prices could soon get even crazier

Fresh wave of tech IPOs could create a lot more millionaires

Global study reveals what world thinks about women's equality

A new International Women’s Day study looks at attitudes to gender equality around the world

Activist funds turn attention to banks as new merger wave sets up

But with the Trump administration and a GOP-controlled Senate trying to ease some of the industry‘s oversight, the possibility of big bank deals has resurfaced across Wall Street.

Philanthropist Banker Becomes Brazil's Richest Person

Joseph Safra has a net worth of $25.2 billion

Wealth Management 2044: 11 Industry Experts Look Ahead 25 Years

Whether that involves an advisory team of cyborgs powered by advanced AI or a client that's hooked up to some complex virtual reality device or a relationship that looks very similar today's, just with more gadgets, remains to be seen.

Evercore MDs demonstrate the art of following a boss from job to job

Oftentimes you’ll see an entire group of traders jump from one firm to another, but it’s more of a rarity in sell-side sector coverage, particularly when considering their level of seniority.

Canadian women control financial assets of $2.2T, CIBC says

With more women working and earning higher incomes, the historical structure of women's wealth has fundamentally changed and will only continue to grow.

Trends – Globalisation and professionalisation of family offices are two separate yet interlinked trends

Brock is executive director and leader of family office services in EMEIA and GSA at EY.

Chubb and Carnegie Mellon University Award Cyber COPE Insurance Certification Designations to Agents and Brokers

Co-created by Chubb and Carnegie Mellon in 2018

A pizza night for advisors brought in HNW clients

There's no single formula deployed by the best planning firms to attract wealthy clients, leaders of three top firms explained, but they’ve all found their own ways.

New visionaries and the Chinese Century

This report tells the story of a group of 2,158 individuals and counting.

Billionaire list shows $1T hit from '18 market meltdown

Rich list shows $1 trillion hit from 2018 market meltdown, Bezos still No. 1

Redefining Gender at Work: How Companies Are Evolving

In 2016, the U.S. Department of Defense officially declared that transgender Americans could serve openly in the military, and could not be discharged “just for being transgender.”

Warren Buffett: rich Americans are 'definitely undertaxed'

"That probably means more taxes for guys like me, and I'm fine with it," he added.

Pitcairn Named Best Multi-Family Office Overall at Private Asset Management Awards 2019

Firm Also Shortlisted for Client Service

Forbes spotlights 24 Birmingham wealth advisers

This ranking was developed by SHOOK Research based on an algorithm of quantitative data and qualitative criteria, mostly gained through telephone and in-person due diligence interviews.

William Blair Publishes a Whitepaper Addressing a Sustainable Future

“We will continuously evolve our sustainability effort to best help our clients achieve long-term success.”

How do entrepreneurs’ outlooks differ globally.

As in previous years, our survey shows that entrepreneurs are naturally optimistic and see opportunities in the most challenging of times.

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