Managers of Wealth Americas

To Win the Platform Placement Game, Figure Out What Distributors Need

National accounts leaders are well aware of the importance of keeping their firm’s product set fresh and relevant to distributors

Central Banks In Action Mode

The Bank of England raised interest rates last week in an abrupt U-turn. At the previous meeting, the BoE’s monetary policy committee had voted 7-2 in favour of no action.

The US luxury real estate market looks to close out 2021 on a high note

Luxury home sales have soared faster than other areas of the market as remote working, brimming stock portfolios and rising listings have helped favor affluent buyers.

The Case for Making Bitcoin 5 Percent of Allocators’ Portfolios

Institutional investors could invest more in cryptocurrencies if tighter regulations are enacted, according to Ned Davis Research.

People are moving on; be part of their normal

After two years of acute economic and social instability, it’s still too soon to say that the COVID-19 pandemic is behind us.

Survey Finds Private Markets to Experience Significant Momentum in the Next Three to Five Years

Survey findings forecast allocation to private markets will increase for the near-term, but asset owners require improved data standards and reporting

IG Wealth Management 2022 Market Outlook

In short, the report concludes that the Canadian (and global) economy should remain healthy in 2022.

Millennial millionaires plan to add more crypto in 2022, CNBC Millionaire Survey finds

The crypto holdings of millennial millionaires stand in stark contrast to older generations of millionaires, and could create a new dilemma for wealth management firms and how they work with clients.

Proskauer Private Investment Funds Group Releases 2021 Annual Review

The yearly report provides a summary of some of the significant changes

2021: A year of business reinvention and rebirth

Many firms were exposed by the delay in digital transformation accumulated over the recent years

Big jump in investors who favor crypto over stocks: Survey

The number of respondents who said they would be more likely to invest their money in crypto than traditional stocks increased by 140% in just five months.

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.

Comment, Analysis & Research