Managers of Wealth Americas

Year End Wealth Management: 9 Key Opportunities

Here are some things you should consider before December 31, 2021.

BMO Capital Markets Named Best Canadian Bank

The FX Markets Best Banks Awards are the benchmark for performance in the global FX industry, and are the most accurate indicator of market leadership.

Chief Executive Outlook: Positive for 2022 in spite of concerns

1,700 chief executive respondents from 101 countries believe Supply Chain issues and Inflation will remain major concerns though Revenue and Hiring are up

Straight into the Next Normal: Emerging Stronger from the Coronavirus Pandemic

It all comes back to this eventually, that there is no black and white solution.

Why Singapore is an Exciting Investment Destination for US Investors

Singapore presents continued opportunities for US businesses

Canadians to cut down on expenses in 2022, except on insurance – survey

The survey respondents revealed their plans to cut down on certain expenses for next year: cuts to entertainment (51%), travel (43%), and clothing (42%) were the most significant, PolicyAdvisor found.

Citi Global Wealth Investments - Outlook 2022

As the year of the “great rebound” draws to a close, Citi looks at how sustained economic growth in the coming year could impact portfolios

Business Owners Are More Confident In Their Ability to Retire

Increased confidence comes despite market volatility and inflation concerns

How far could Big Techs go in wealth management?

These developments should keep wealth firms on-guard as many Big Techs are trying to ease their way into the financial services space more and more.

It’s No Longer Transitory

Policymakers’ reaction to COVID is inconsistent and nervy.

Its No Longer Transitory

The reaction in the high yield market is more likely to be one of the broad risk concerns expressed by investors.

Fed shifts gear despite Omicron variant

The Omicron variant incorporates as many as 50 genetic mutations that may change the Covid virus’ behaviour.

HKEX Plans New York Office

LSE cited the Hong Kong bourse's «unusual» structure of allowing a non-majority shareholder to appoint the chairman and half of the board as the reason to reject a $36.6 billion bid in 2019.

Outrageous Predictions 2022: Revolution

As culture wars rage across the world

How Are Family Offices Rewarding Their Staff This Season Of Giving?

All of these changes have elevated the matter of Family Office compensation as the single-most talked about topic within the Family Office Community and with the season of giving upon us, what better time to talk about rewarding your staff?

Bank of America execs warn junior staffers to ‘dress down’ as NYC crime surges

One bank employee told On The Money he is on high alert after he spotted someone with a knife near the office during a recent trek to the Manhattan workplace.

OECD Economic Outlook sees recovery continuing but warns of growing imbalances and risks

The Outlook projects a rebound in global economic growth to 5.6% this year and 4.5% in 2022, before settling back to 3.2% in 2023, close to the rates seen prior to the pandemic.

Alternative Investment Predictions for 2022

Of those surveyed, 80% were located in the US and Europe, with family offices representing the largest category (32%), followed by fund of funds at 21% and investment consultants at 19%.

Changing Fund Administrators Can Be Painless

There are several areas of concern where technology can be especially helpful. For instance, conversion of historical data into new formats.

The Omicron Edition by Sanctum Wealth

The new strain reportedly has many more spike proteins than other variants, which potentially enhances its ability to evade immune systems.

Comment, Analysis & Research