Managers of Wealth Americas

USD15 trillion to be passed to Millennials, Gen X and Y in the next decade

The research considers all individuals across the world worth more than USD5 million

Long-Term Investing Tips For Beginners

Even acing “Investing 101” strategies will help you achieve goals like saving for a home, boosting your 401(k) balance so you can retire in style, or becoming a millionaire.

Are Millennials destroying Wealth Management?

Some are more digitally native than others, however we all use technology with relative fluency, often to the bafflement of our Gen X and Baby Boomer parents.

Family Offices Are Billionaires’ Secret To ‘Riding Out 2020’s Storm’

It is normally only the very richest who own a single family offices. Costs vary, but most advisers say you need at least $100 million to set one up.

Zoe Financial: Transforming the Process of Finding the Right Wealth Manager

Wealth managers also execute advanced financial planning, which is defined by Zoe Financial as "planning that involves more complex, intricate financial elements such as trust planning, business succession, legacy planning, and philanthropy."

Global economy on the rebound, but plenty of potholes still seen

World economies to face crucial tests in the coming months

Is Anyone Listening to Dr Fauci? by Gary Dugan

Banks globally have rightfully won plaudits for learning the harsh lessons of 2009 by shoring up their balance sheets and generally dealing with risk and leverage more sensibly this time around.

‘Please Tax Us’: Dozens Of Millionaires Urge Governments To Tax The Rich To Pay For Coronavirus Impact

It added that a “huge debt” is owed to frontline workers confronting the deadly virus at work each day.

US surpasses Asia Pacific for HNWI growth

There are approximately 183,000 ultra-HNWI in the world.

Are you getting the most out of your family office?

Managing significant wealth is like running a business with one big difference: your colleagues are also your family members.

Commentary: Don’t blame Covid-19 for public pension problems

Covid-19 is not the issue on the public pension problems

What Banking For The Unbanked Means For You

By definition, the unbanked are individuals that have no checking or savings accounts.

Reinvention Required: Five Steps That Asset Managers Should Take Now

The picture is even gloomier when you look at the last five years, with gross margins contracting by 31%.

Rapidly Changing Behaviours In 2020 Are Accelerating Consumer Embrace of Digital, Health, and Sustainability Trends, Says PwC

The survey results reveal that the pandemic and the ensuing social distancing measures put in place have led to fundamental changes in how consumers work, eat, communicate, and take care of their health.

Comment, Analysis & Research