Managers of Wealth Americas

The Fed's Dots Go For Lift-Off

Local governments often use the land as collateral for bank loans.

John Paulson Divorce May Be One of the Most Expensive of All Time

Another billionaire couple heading for splitsville highlights the growing 'gray divorce' trend.

Credit Suisse Gender 3000 report shows women hold almost a quarter of board room positions globally

The report analyzes the gender breakdown of 33,000 senior executives from over 3,000 companies across 46 countries.

More effort required to boost trust in AI in financial sector, OECD says

The OECD Business and Finance Outlook 2021 says that investment in AI finance is on the rise.

What advisors can do to bounce back from burnout

Experts and financial firm insiders weigh in with stress-busting advice

Is Cryptocurrency the Same as a Fine Wine or Classic Cars?

What drives the value of cryptocurrency, and why Wealth Managers should take note

Ultra-Rich Boom Is Fueling an M&A Frenzy for Wealth Advisers

The pace of deals is on track to be the most since the early 2000s as rich clients proliferate.

NFTs - Collectibles or not?

The key issue is whether NFTs are “collectibles” for US tax purposes in the hands of collectors, with long term gains taxed at higher rates than other long term capital gains.

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

Comment, Analysis & Research