Managers of Wealth Americas

Why do People Invest in OZ? Telling Responses from JTC’s Opportunity Zones Survey

The results of our in-depth OZ survey are in, and the full report shows what media coverage has gotten wrong about OZ investors.

Wealth Management Divisions To Big Banks: ‘You’re Welcome’

The Federal Reserve has plans to raise interest rates and to quit buying mortgage-backed and Treasury bonds, and that could spell the end of what analyst Dick Bove calls “nirvana” for the units.

System Failure, And A Means Of Escape

“Things are going to get a lot worse before they get worse.” - Lily Tomlin.

How Technology Can Improve the Onboarding Process

Getting new investors onboarded quickly and easily could mean the difference in whether or not they choose to work with a fund manager, so finding ways to speed up the process and make it easier for investors could be an incredible value-add for fund mana

Lazard's Quarterly Review of Shareholder Activism – Q1 2022

73 new campaigns launched globally in Q1 marks the busiest quarter on record and, when combined with Q4, the busiest six-month period for activism since 2018

Inflation print will embolden Fed to be aggresive on interest rates

"The Federal Reserve will feel emboldened today to press ahead with its aggressive hiking of interest rates as it looks to combat inflation."

Will a cultural revolution follow Jamie Dimon?

US companies are currently still forming a bastion of "imperial CEOs", as the newspaper puts it.

UBS: Again higher wages for young bankers in the USA

The reason for this second wage step within a year is apparently the competitive pressure that is intense on Wall Street in the fight for the best young bankers.

Global Family Office Assets Under Management Market Size 2022

The Key players profiled in the report include BlackRock, Vanguard Group, UBS Group, State Street Global, Fidelity Investments.

Brookfield billionaire reveals the secret behind its 3700pc return

That compares with about 500 per cent for the S&P 500 Index.

Signature Bank Ranked #2 in the U.S. in Three Categories of The National Law Journal’s “Best Of” Survey for Fourth Consecutive Year

The categories include Business Bank, Private Bank and Attorney Escrow Services.

Why wealth creation is ‘all about the people’

Investment advisor recently crossed the $1 billion AUM mark and he explains how his clients are his best resource

More Than 60% of Companies Prioritize ESG in Their Digital Transformations

The article, which is based on a survey of more than 850 companies worldwide, shows a clear link between digital capabilities and sustainability, and it outlines the digital prerequisites for achieving sustainability goals.

Forbes names Deltek one of America's top employers

The firm has approximately 3,000 people across North America, Europe, and Asia-Pacific.

A Story of Extremes

Such an increase in yields was seen just before the 1987 crash, during the LTCM fiasco in 1998, in 2000 before the dot com crisis and ahead of the Global Financial Crisis.

Morningstar Publishes Global Study of Fees and Expenses in the Fund Industry, Finds Fees Continue to Fall, Yet Room for Improvement in Industry Structure Remains

Australia, the Netherlands, and the United States again earned Top grades in the first chapter of the Global Investor Experience Study; Italy and Taiwan received Bottom grades once more

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