Managers of Wealth Americas

One hundred big banks could go, warns McKinsey

A fifth of the largest global banks coud be broken up or bought within the next few years

Performance Measurement Expert Round Up

There are many challenges that performance measurement teams are facing.

Economic crisis shatters trust in governments, hits life satisfaction

The global economic crisis has had a profound impact on people’s well-being, reaching far beyond the loss of jobs and income, and affecting citizens’ satisfaction with their lives and their trust in governments, according to a new OECD report.

Risks have faded but have investors become complacent? - Rothschild Market Perspective November 2013

Dirk Wiedmann, Head of Investments, Rothschild Wealth Management, provides the business’s current position on markets.

Mars vs. Venus in the new world of investing

With all the wealth controlled by and being transferred to women, many are just now starting to immerse themselves in the investment process. And statistics show that many more husbands than wives still handle the family investments.

Coutts' commentary - Global View from Asia -"Dollar Squeeze"

Markets have a habit of telling you they’re going to do something, after which they wait a while until you’re no longer looking, and then they hit you.

How Small Banks Are Succeeding in Wealth Management

In banks' furious scramble for wealthy customers' investments, size is sometimes overrated

Coutts Wealth Watch: ECB to loosen up

Thursday’s eurozone data, showing very low inflation and unemployment stuck at a record high, stresses the need for greater stimulus.

Capturing Affluent Clients Now

Wealth management is possibly the best opportunity in financial services" right now

Washington Gridlock Clouds Wealthy Outlook On Economy, PNC Survey Finds

The increasingly optimistic mood of America's affluent on the economy darkened in the aftermath of the U.S. government shutdown and near default

Wealthier investors shaken by U.S. government shutdown, two-thirds in PNC study believe economy damaged

Almost half of affluent investors soured on their outlook for the economy following the government shutdown this month

The top spots for making friends, getting rich and raising kids

Thailand leads the way when it comes to quality of life and a good social scene, while Switzerland is top for making money and Germany for raising children

JPMorgan deal should be model for future settlements

The government has been roundly criticized for failing to penalize those responsible for destabilizing the housing market and bringing the world’s financial systems to its knees.

Five Years after Crisis, Many Investors Still Shun Risk - BlackRock Global Investor Pulse Survey

The results reflect a global investment environment still plagued by uncertainty, policy confusion and political dysfunction.

US calls on Australia to put investors first

The recently released CFA Institute & Edelman Investor Trust Study shows that investors worldwide have little trust in the investment industry.

America’s Wealthy Are Even Wealthier And Have A New Name: Point-Seveners

There’s a new name for the upward transfer of wealth and richest people in America and worldwide

Shifting Market Dynamics Drive Demand for Innovation from Financial Advisors, Finds New Survey

Shifting market dynamics are driving increased demand from U.S. financial advisors for more innovative strategies to help investors balance risk and return

Does it Matter Whether You Eat Your Own Dog Food? by Phil Banas

An ugly and somewhat unsavoury expression of obscure origins, in the software business, “eating your own dog food” means using software you have developed yourself.

Asset Managers Post Outflows After Big Investors Grew Cautious

Investors pulled billions of dollars out of several large asset managers in the third quarter

Creating a lasting legacy

Many high-net-worth individuals turn to structures such as charitable trusts or foundations so they can create a sizable legacy without having to be involved in the job of administering multiple contributions every year

Comment, Analysis & Research