Managers of Wealth Americas

Citi Private Bank Finds Cautious Optimism Among Investors

Majority of respondents in the annual Family Office Survey seek increased returns of 5% or more next year

SEI Unveils Advisors' Perspectives on Key Sustainability Issues

Survey Highlights Importance of Education Amid Increasing Client Demand for Sustainable Investing Solutions

Keeping the recovery on track

The recovery remains uneven with countries emerging from the crisis facing different challenges.

CIO Viewpoint: US plans fiscal spending to step-up as Fed tapering kicks-in Key takeaways

Core US consumer inflation rose 0.1% in August compared with the previous month.

Global banking sector market cap grows 40% from Q2 2020

As a critical player in the economy, the banking sector was significantly impacted by the coronavirus pandemic, recording losses under critical metrics like a market cap.

Billionaires Battle for $1.9 Trillion of Brazilians’ Money

BTG and XP lure new customers and leave giant banks scrambling.

How the world’s largest family businesses are proving their resilience

The family businesses in the 2021 Index collectively generated US$7.28 trillion in revenues, employed 24.1 million people and were distributed across 45 jurisdictions.

Wells Fargo Affirms Focus on Building Strong Risk and Control Foundation

We are a different bank today than we were five years ago because we’ve made significant progress.

New Research Proves the Importance of Bank Wealth Management Divisions in a Post-COVID Environment

The study explores the current state of traditional financial advisor branch coverage; the evolution of virtual and call center channels and the impact on advisory businesses within banks

Will this time be different?

The US equity market looks vulnerable, but it may have the capacity to rebound quickly based on recent history.

Trending Sentiment Another Boon for M&A Bonanza

Eighty-four percent of respondents say they plan to focus primarily on new acquisitions, up 72 percent from the autumn and 41 percent from the year prior.

Pandemic Prompted Two-Thirds of HNW Business Owners to Change Succession Plans

‘Success and Succession’ study highlights sometimes drastic pandemic-driven changes by HNW and UHNW business owners

The Impact of Fintech Companies on Investment Planning

FinTech’s success is due to the unique experience they have provided to wealth management, which has made it more accessible, easy, and transparent.

How stellar earnings are leading to rapidly improving corporate fundamentals

Corporate fundamentals are improving markedly, on the back of fast ear

Morningstar Brings Transparency to Model Portfolios with New Data, Research, and Ratings

New Morningstar research indicates approximately $315 billion of assets follow model portfolios as of June 30, 2021

Northern Trust’s 5-Year Market Forecast Calls for Global Economy to Grow by 2.9%

Global Equity Return Forecast to Reach 4.6%

PwC US Pulse Survey: Next in work

At a pivotal moment for the future of work, companies can help their businesses and employees thrive

Get Ready for ESG on a Global Scale

3 things auditors, businesses, and regulators need to consider when it comes to sustainability reporting.

Global CEO confidence returns to pre-pandemic levels

Launching aggressive M&A plans to capture market opportunities

Ares Charges Ahead With Plans to Reach $500 Billion in AUM

Ares’ SEC filing said McFerran forfeited more than $50 million in future compensation.

Comment, Analysis & Research