Managers of Wealth Americas

More than numbers: Why asset management firms are on the move

The financial considerations are powerful enough — and fairly straightforward.

US-China tensions over Taiwan – our current scenarios

US House Speaker Nancy Pelosi’s visit to Taiwan and China’s aggressive responses compel us to put forward our medium-term scenarios for the US-China relations and the stability of the Taiwan Strait.

US recession risk remains as Fed seeks to tame inflation

After its latest rate rise, the Federal Reserve has signalled the pace of hikes could slow.

USA – land of the not so ESG?

This all comes off the back of US states also looking to stem divestment from fossil fuel industries.

Should US banks be moving to next-generation core banking platforms?

Most banks will need to view their systems strategically and technically to decide their path forward.

Three HNW Business Development Coaching Models

For most professionals, the attraction of working with the wealthy is manifold.

Generation Z are More Conservative Investors Than You May Think - Data from Financial Platforms Moomoo and Futubull Shows

Male and female investors* show similar investing patterns, with investments comprise mainly stocks (85%-92%), followed by funds.

Canada’s impact-focused institutional investors need more transparency, finds study

ESG integration seen as ideal approach, but concerns over data and greenwashing persist

BlackRock to delay senior hires as AUM drops to $8.5tn

The asset manager recorded net inflows, but saw its assets under management drop to $8.5tn, while quarterly income slumped 30% year-on-year.

Against inflation with Chanel handbags

The global financial markets are currently being shaken up as a result of the rapid increase in inflation.

More Than Half of Black Employees Say the Pandemic Caused Them to Re-Evaluate What Matters Most Financially

Lincoln Financial Group research also finds Black Americans are the most likely demographic to prioritize financial goal setting, prompting tips to help build wealth

Luxury Institute: Evolving Values and Priorities of Ultra-High-Net-Worth Families

The Luxury Institute acknowledges its gratitude to the UHNW Institute and its members who contributed to this research.

RBC Wealth Management - U.S. survey reveals wealthy Millennials think regularly about their financial futures

The survey of 1,000 high-net-worth (HNW) Millennials found that 84% think frequently about their financial security, but many are unsure of what they need to do to attain it.

Why banks are failing millions in America

Many also avoid traditional banking because of distrust for financial institutions.

Billionaires Can’t Get Enough of Private Equity

The ultra-wealthy are stepping up as pension funds and endowments reach their limits.

Rise in wealthy migrants to create demand for wealth management services

Over the coming decade, the report forecasts a 30 per cent increase in the number of high-net-worth people living in Canada, driven largely by the projected performance of the economy, but boosted by this migration trend.

Active crypto users have plummeted 50%: Bank of America survey

According to the data, only around 33,000 clients transacted crypto for the first time in May, which represents an 87% decline compared to October 2021.

'There's strength in numbers' – in a team and a bank, says award-winning advisor

Team specialization and bank resources aid this team's success

Shareholders lift up their voices at many high-profile company meetings

"Clearly investors in insurance are very aware of climate risk and sent a strong message," Mr. Behar said.

Weak growth, elevated inflation to support dollar

By all accounts, the degree of USD strength has been unprecedented in the past twenty years, and under normal circumstances, a simple mean reversion argument would suggest the dollar would peak and roll over.

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