Managers of Wealth Americas

On the Fly Fundraises and Last-Minute Diligence: How Allocators Handled the SVB Crisis

Much of the predicted turmoil never came to fruition — but asset owners were ready to act.

Yellen says banking system is strong in wake of Silicon Valley Bank collapse

The failure of the bank last week sent shockwaves through the tech industry, as many startups and tech companies relied on the bank for financing.

Family Office investors turn to private equity to enhance Long-Term portfolio

The report, which is based on the responses of 120 family offices and private individuals, found that the primary motivation for investing in private equity is enhanced long-term portfolio returns.

The end is nigh for Canada's housing market downturn, RBC reports

But the road to recovery is a long one uphill, it warns

Wall Street’s most successful hedge fund just politely told Fed Chair Jay Powell to shut up

This fear that investors have got ahead of fundamentals has already prompted luminaries like JPMorgan CEO Jamie Dimon into warning gains have been premature.

Bank of America boss defends ESG funds, assuring ‘we are capitalists’

Bank of America boss Brian Moynihan lashed out at against criticism of the firm’s ESG focussed funding on Tuesday, telling investors it is "capitalist"

New BCG Report Reveals the Most Desirable Cities to Live In Around the World

Relocating is easier now than ever before.

Will growth outperform further?

An environment of stubborn inflation and higher interest rates should support value stocks’ renewed outperformance in the months ahead.

Only 15% of financial advisors in Canada are women, while women's share of wealth assets expected to double by 2028

Women investors are 2.5 times more comfortable taking investment risks with women advisors. 80% of widows switch financial advisors within a year of their husband's death.

Investing in a multi-speed world

The global economy seems poised to operate at multiple speeds in the months ahead.

Bank of America CEO sees U.S. technical recession in 3rd qtr

The bank, he said, predicted the quarterly contractions would range between 0.5% and 1%.

The world's ultra-rich lost about $14 trillion of their wealth in 2022, Knight Frank study shows

The London-based real estate consultancy surveyed 500 private bankers, wealth advisors, and family offices who manage over $2.5 trillion in collective wealth for ultra-high net worth individuals.

Fear and loathing in European banks

Lacklustre performance of Europe’s banking sector partly down to lack of consolidation while stronger competition than in the US puts pressure on margins

Bank CEO identifies the new most important jobs in private equity

Marketing efforts for private equity and private debt were long and arduous, as illiquidity was viewed with caution

Stenner Wealth Partners+' successful client-focused strategy

Thane Stenner reveals what keeps his wealth management practice strong even in weak market conditions

Heroes Work Here: Sue Wakefield

“But succeeding in that definitely gives you the drive to go on and do other things.”

Goldman Turns to ‘Make-or-Break’ Unit as CEO Solomon Put to Test

After a year in which profits slumped by half and a consumer-banking strategy unraveled, executives plan to offer a more forceful case for shareholders to appreciate its $2.5 trillion asset and wealth management business.

Clients Won't Make Up All of 2022's Losses This Year, but Advisors Can Help By Adding Value And Building Trust

The first is to upgrade their portfolios. Many people have taken losses on losing positions, but now it is time to get back into the market.

Global debt declines by $4tn in 2022 on stronger growth and inflation

Retrenchment driven 'entirely by mature markets' where total debt dropped to about $200 trillion last year, the Institute of International Finance says

Settlements in Global Class Actions Increased 142% in 2022, Broadridge Annual Class Actions Report Shows

ESG Investing and Cryptocurrency litigation Among Major 2022 Global Class Action Trends

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