Managers of Wealth Americas

Net zero carbon: Is it all just hot air?

These GHG, or carbon, emissions have contributed to the steady rise in global temperatures.

How to maintain and deepen relationships with research & due diligence teams

Aligning your firm’s distribution, marketing and product development efforts to the unique demands and needs of these teams has never been more critical and is no longer a suggested best practice, but a requirement for approval on their platforms an

Boston Private 2021 “Why of Wealth” Study Reveals Generational Differences in Definition of Wealth

Study further examines the impact of Covid-19 on perceptions and uses of wealth

Media Advisory - RF Capital Virtual AGM Being Held on May 26, 2021

Shareholders who hold their common shares with a bank, broker or financial intermediary and wish to vote at the Meeting must carefully follow the instructions provided by their intermediary.

Choosing Health Over Wealth: Two Thirds of Employees Prioritize Mental Wellbeing Over Higher Salary

Amid the rising need for mental health and wellness resources, Lincoln Financial has curated a collection of multimedia tools and materials to help employers keep their workforces healthy and productive, helping them protect their finances today and save

US inflation spike brings tapering back on Fed agenda

When combined with strong GDP growth central bank will have to start thinking about slowing asset purchases, according to Schroders Chief Economist Keith Wade.

What is the impact of the family business on the family office?

Some 46% of the family offices surveyed had between $100 and $500 million in assets under management, and 57% were under 10 years of age.

Guernsey's green finance products tailor made for US market

Guernsey is also very well placed when it comes to the governance portion of the ESG trifecta.

SS&C GlobeOp Hedge Fund Performance Index: April

The SS&C GlobeOp Hedge Fund Performance Index offers a unique reflection of the return on capital invested in funds.

New Fintech Delivery Model Transforming Financial Services Through Mutualized Services, Highlighted in Whitepaper from Broadridge

To address innovation, digitization and resiliency, firms are modernizing and better optimizing operations through flexible architecture, cloud-based applications and data-driven insights

This is Not Normal, But it is Probably for Real

The increasing recognition that the world is moving away from the old normal of very low inflation should encourage further investment in commodities and equities. – the latter at least until there is a significant rise in long term interest rates.

Jonathan J. Bush, Broadway Hopeful Who Became a Fund Manager, Dies at 89

Younger brother of President George H.W. Bush founded a Wall Street firm after brief career as a song-and-dance man

A good year for profits as we emerge from lockdown

Hard-hit sectors will make up ground

UBS Own Your Worth Report Finds That Only 20% of Couples Participate Equally in Financial Decisions

This year’s report surveyed 1,500 high-net-worth men and women in marriages or partnerships and showed that while women continue to make strides in the workplace, there is still a long way to go in achieving equality at home.

Cayman 3rd largest investor in US Securities during lockdown

Analysts have suggested that investors consider U.S. investments to be safer than those in other parts of the world during uncertain times, given the massive backing of the Federal Reserve and that the U.S. dollar remains the global reserve currency.

Not Out of the Woods

If Singapore is a bellwether of the world's fight with COVID-19, the past few days decision by the authorities to walk back some of the relaxation of measures to control COVID is a wake-up call.

Sanctuary Wealth Scores ‘Biggest Win to Date’ in Recruiting $1.5B Merrill Team

The team also includes partners Sue Mazzetti, who was with Merrill since 2011, and Melissa Yue, who was with Merrill since 2014.

Global trends in merger control enforcement

This report highlights key trends and developments in 2020 global merger control activity, and looks ahead at what to expect in 2021.

New York State Teachers tabulates 9.6% return in fiscal second quarter

Pension fund also approves renewals for investment managers, consultants

Creating Wealth-Management Solutions For A Changed Market

R. Srikumar is Senior Vice President, Head Portfolio Group at Mphasis.

Comment, Analysis & Research