Managers of Wealth Americas

Life lessons of the rich and famous: Why you need an estate plan

Under the latest tax law, passed late last year, only those with more than $11.2 million in assets ($22.4 million for a married couple) are subject to federal estate taxes.

Lessons from Eight Successful M&A Turnarounds

This insight is meaningful, as about 40% of big-company mergers require some kind of turnaround, according to Lessons from Eight Successful M&A Turnarounds

Great Again: Fewer American renouncing citizenship under Trump

Prior to Obama’s tenure in office, fewer than 1,000 Americans expatriated annually.

Temenos: How AI is Creating a Personalized Investing Experience

The clear message from the study shows that with the growing deployment of AI solutions for wealthy clients a new type of wealth manager is emerging, with APAC leading the way.

Broadridge Head of Strategy Outlines Innovation by Acquisition Approach

Innovation by acquisition is a clear strategy invoked by Broadridge, and one that our Mike Tae believes plays naturally with market trends.

CEO Action for Diversity & Inclusion Unveils Three Key Actions

These actions support the coalition's foundational commitments to broaden awareness of unconscious bias and encourage difficult conversations about diversity and inclusion in the workplace.

Citi tops M&A league table for financial advisers in Q3 – exclusive ranking

With 65 deals worth $153.3bn, and 79 deals valued at $152.9bn, Morgan Stanley and JP Morgan secured fourth and fifth positions, respectively.

Warren Buffett Is Betting $86 Billion on This Industry

A single industry now makes up more than 40% of Berkshire Hathaway’s stock portfolio.

KPMG: Cryptocurrencies like Bitcoin are Not Store of Value [Yet]

At the same time, a coherent approach at defining comprehensive legal parameters for crypto space could allow big businesses to enter significant capital into its market.

Banks underperform in five out of five categories that matter most to customers

Bain & Company’s ninth annual study on retail banking finds traditional banks continue to lag behind technology firms and direct banks in providing simple, digital customer experiences

Four in 10 U.S. Workers Say Living Past 85 would be a Financial ‘Hardship,’ Wells Fargo Survey Finds

People with a “planning mindset” typically have more savings, less stress, and are more likely to say they’re “thriving” in life

Why The Super-Rich Regularly Stress Test Their Wealth Plans, And You Should Too

The complication was that some of his business dealings were being scrutinized and he wanted to make absolutely sure his tax planning would not cause him any problems.

Does Your Client Want to Save Money on His Life Insurance?

Remember that cost and price are very different things.

Fed Reserve governor Brainard on what we are learning about AI in financial services

Through our Fintech working group, we are working across the Federal Reserve System to take a deliberate approach to understanding the potential implications of AI for financial services, particularly as they relate to our responsibilities.

Hedge funds down 3.07 per cent in October

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.64% in November.

The Millenni-factors: Wealthy Millennials have the will to change the world

The survey also indicates that other generations of high-net-worth individuals, including Boomers and Gen Xers, are less likely to report the same feelings.

Why Family Offices Need To Prioritize Cyber-Security

Considering that almost 50% of Ultra High Net Worth family wealth is being managed through Family Offices, it is critical that adequate measures are put in place to defend these firms from the growing threat of increasingly sophisticated cyber-attacks.

Comment, Analysis & Research