Managers of Wealth Americas

Fidelity International to cut 1,000 jobs globally, memo shows

The memo also said the fund manager would push out timelines on non-core projects and focus investment in areas that delivered most value to clients.

Jefferies Issues 2024 Sustainability Report

Advancing Jefferies’ sustainability and diversity efforts remain core to our values, with over $22 million in charitable contributions and expanded scope of emission offsets last year

Santander cuts 320 US jobs in digital shift, source says

Santander said in a statement that the lender was evolving its U.S. business, investing in digital capabilities and simplified processes to adapt to changing customer needs.

Grant Thornton Leads in Gender Pay Equity, Shattering Professional Services Industry Norms

Grant Thornton sets a benchmark in gender pay equity, with policies that support work-life balance and career progression for women, leading the industry.

2024 RSM Family Office Operational Excellence report

Strengthen operations, maintain resilience

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing

Forward-looking study shows how investment providers are embracing new innovative technologies and AI as investor demographics and expectations shift worldwide

Broadridge Whitepaper Highlights the Drive for Efficiency Amongst Nordic Capital Markets Firms

This report delivers critical insight into how Nordic firms are planning to stay competitive in the face of market structure standardization and modernization.

Franklin Templeton survey predicts four interest rate cuts in 2024

This prediction is in alignment with the futures market and surpasses the Fed’s projection of three cuts.

Family offices to allocate more to alternative investments in 2024, report finds

Family offices are going on the offensive and planning to put more of their money to work in alternative investments, KKR survey finds

Look for market “North Stars” amid data noise

The consumer price index for January came out stronger than expected, while retail sales for the same period turned out weaker than had been generally assumed.

IT’s about valuations

The US tech sector is supported not only by demand for generative AI semiconductors,

Almost Half of Americans Don't Know This Key Fact About Their Credit Card

Using a credit card wisely and paying it off can also help you to earn a good credit score.

Impact Wealth Magazine Unveils Power Couple Amy and Gary Green as Cover Stars for Their Upcoming Aspen Issue

Their presence underscores the importance of the causes we champion and reaffirms our collective commitment to making a positive impact in the world.

US: larger fall in retail sales but improving sentiment in regional manufacturing and housing; UK in a technical recession

These data point to a still valid soft-landing scenario on the US

Rothschild's cuts reached Canada, and Redburn has a new CEO

While investment bankers are being let go, Rothschild is also making some tweaks to Redburn Atlantic

JPMorgan people sleep the most. UBS people would like to sleep a lot more

UBS’ bankers, however, were by far the most demanding with their sleep desires

UBP House View - February 2024

At the same time, the US electoral calendar promises a positive year for the country’s stock market, as the economy takes its place at the top of the agenda.

Wealth Management Firms Say Active Management Will Be Key to Market Outperformance in 2024, Finds Natixis Investment Managers Survey

Natixis IM surveyed 198 US fund selectors, the investment professionals responsible for vetting and selecting the funds and other investment products on their firm’s investment platform.

How Will This Year's US Election Affect Investment Markets?

2024 will be a huge year for democracy with around half the world’s population going to the polls.

Trying to Remain Sober at a Party

Even the Dow Jones Industrial Average lags only four percentage points behind the NASDAQ over the same period.

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