Managers of Wealth Americas

JP Morgan investment specialist still sees best value in US equities

Private banker says investors should block out noise and focus on fundamentals of the companies

Global philanthropy tips $1.5 trillion, report finds

Despite this, 58 percent of the foundations identified do not collaborate with other foundations.

Sibling Rivalries: how to manage family dynamics when planning succession

Being a part of a family-owned business with family and non-family in partnership positions can create a unique dynamic. Only one of the four children in our family is involved in our business.

This global sell-off is not the start of a bear market

This rattled investor sentiment has now rippled across the global markets.

Impact Investing Still Difficult to Measure

Impact investing still lacks accurate data, Detroit is becoming attractive to advisors and Kestra adds Questmont Strategic Wealth Advisors.

As Clock Ticks for Troubled Bank, Cyprus Hopes in U.S. Funds

Amid rumors of a haircut on Cyprus Coop deposits that lead to outflows of 1.9 billion euros in the first three months of 2018

Financial Planning For High-Net-Worth Women With Stay-At-Home Husbands

Many of her clients are female entrepreneurs, finance executives, entrepreneurs, investment bankers and business owners with—in many cases—stay-at-home husbands who look after the children.

Hedge Fund Assets Hit Record High

As stock markets wobbled in the first quarter, investors poured more than a billion into hedge funds, sending their total assets higher than they’ve ever been.

75% of the ultra-rich forecast a US recession in the next two years, survey finds

Ultra-high net worth individuals (HNWI) are generally classified as anyone with more than $30 million in liquid financial assets, and high-net worth is defined as having more than $1 million.

Women Have Fundamentally Different Journeys to Financial Wellness, Merrill Lynch Study Reveals

Study Finds Women Confident in All but Investing

For a Huge Chunk of Millennials, Net Worth Has Tanked in the Last 3 Years

The decline in net worth is particularly acute for young adults who have a college degree and debt.

Japanese banks are recruiting on Wall Street. Here’s who they’ve hired

It’s the senior hires that are most interesting though: Nomura added 12 MDs and 3 EDs for its investment banking business in the U.S. in 2017 and has continued to recruit this year.

Two Investment Opportunities and one Staggering Case of Institutional ‘Casino’ Behaviour by Gary Dugan

Oil equities should rise as investor confidence grows that oil prices will stay high

Larger Endowments and Foundations that Invest in Alternative Investments Outperform Smaller Institutions Focused on Traditional Equity, Fixed Income - RESEARCH

Overall, institutions with less than $1 billion in assets experienced strong annual returns of (14.15%) compared to those with more than $1 billion in assets at (15.2%).

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