Managers of Wealth Americas

Global wealth industry can no longer ignore female investors

Latest figures suggest women will collectively hold $93trn by 2023

Navigating the complexities of 18f-4 compliance

The new implementation will allow for the use of derivatives, albeit with restrictions, new reporting capabilities and implementation of a more robust risk management framework.

Family Office Bill-Pay Solutions Can Optimize Operational Efficiency

This is particularly relevant when it comes to bill-pay and expense management, functions that are often a significant pain point.

Private Market Liquidity: How Can Managers Adapt?

Private markets are evolving before our eyes as broader access and greater liquidity create a virtuous cycle

New Report Finds U.S. Real Estate Sector a Safe Haven for Money Laundering

These cases also show that while anonymous shell companies and complex corporate structures remain the most popular money laundering techniques

Wealth-X Reveals New Intelligence on Global Private Jet Owners

Spotlight on Private Jet Owners Leverages Wealth-X’s Proprietary Database to Profile those Individuals who own private aircraft

The Fed is in a Hole

The resurgence of COVID cases in the US has probably stopped investors from marking government bond yields far higher.

UK pension risk transfer market predicted to stabilise in H2 2021

The group's cross-market PRT monitor predicted accelerating transaction volume particularly in the US market, which is expected to reach a record-breaking annual market volume of £22bn-29bn, despite experiencing a slowdown amid the pandemic.

BNY Mellon Wealth Management National Philanthropic Study

During a Year of Unprecedented Crisis and Change, Charitable Trust Amounts Increased in Funding by Nearly a Quarter

IBOR, ABOR and PBOR: What’s in a Name?

The IBOR goes further, providing users with broader, more granular and real-time views of performance and risk data.

New heights: US M&A H1 2021

US M&A set a new record for value in H1 2021—and nearly surpassed the full-year figure for 2020

Is a Side Hustle Worth it?

What the experts say you should consider, and question, before picking up another gig.

Trillions of dollars at stake: don’t overlook the Great Wealth Transfer

Firms need to be proactive to make their offerings attractive to younger generations and create tailored solutions to meet their unique needs.

How digital transformation—and a challenging environment—are building agility and resilience

The pandemic has shown CEOs the need to future-proof the business

Bankers Need 72-Hour Week to Master Job, $4 Trillion Wealth Manager Says

Long hours up front are better than spending more years in training, Mary Erdoes says on an episode of “Bloomberg Wealth with David Rubenstein.”

The American economy is booming, and so is business optimism: Morning Brief

But recent data also shows there's confidence all across the spectrum, for businesses big and small.

North America’s best bank for wealth management 2021: UBS

During a turbulent year, the leading wealth management firm did not rest on its laurels, with a flurry of initiatives underlying its financial success.

2021 Fortune/Deloitte CEO Survey

The Chief Executive Program reveals CEO top priorities

The modern law firm: Automated. Integrated. Digitized.

Healthy margins may have previously offset any urgency to advance from outdated, manual, paper-based processes, but the disruption caused by COVID-19 has accelerated these plans.

Survey: Automation, digitisation and AI are ripe areas for investment

The poll explored institutional investors’ sentiment and allocations regarding the most pressing economic trends that are expected to shape the global economy over the next three decades.

Comment, Analysis & Research