Managers of Wealth Americas

The COVID-19 Investor Pulse Check Series

What is the impact of the crisis on investors’ expectations for the US economy, stock market, and business leaders?

Prospering in the pandemic: the top 100 companies

Public companies had the tailwind of a surprisingly robust stock market — which many believe is a bubble.

Trust Administration in Volatile Markets: How Should a Fiduciary React to the COVID-19 Crisis

Such volatility creates a challenging environment for fiduciaries charged with investing and managing trust assets.

USA Family Offices Lead Global Ranks with 3$396,000 Salaries

Family offices are loosely regulated, privately owned entities that manage money for the wealthy.

UBS Loses Two Teams in the South Producing Almost $17 Million

Another source outside the firm said the UBS team spent about a year on due diligence before accepting the Wells offer.

Record percentage of investors say stocks are overvalued, according to Bank of America survey

While valuation is never a good market timing tool, the survey’s readings should raise concerns considering its history and the large amount of money its respondents control.

U.S. bank profits plunge 70% on coronavirus loss provisioning

The new report, the first government survey of the industry since the pandemic shut down large parts of the economy, shows banks set aside $38.8 billion to cover potential loan losses in the future, up nearly 280% from the year prior.

Lockdown has crystallised what the S stands for in ESG – Aegon Asset Management’s CEO

The lockdown has allowed a crystallisation of the real performance on social issues versus mere policies and positioning.

Is it safe for bank examiners to return to the field?

With coronavirus cases still on the rise in several states, workplace health experts says it is possible to manage the risks of in-person bank examination responsibly.

Northern Trust Survey: Asset Managers Most Concerned about Managing Rising Costs and Driving Bottom Line Performance amid Global Market Turmoil

Global survey of 300 investment managers reinforces the value of Whole Office solutions for achieving greater efficiency and resiliency in investment operations

Characteristics Of Sustainable Business Leaders - RESEARCH

The report sets out to discover what can be learned from business leaders who are integrating sustainability across strategy, operations and stakeholder engagement and what this means for how board and C-suite leaders are selected.

Private equity barons grow rich on $230bn of performance fees

New analysis estimates performance of PE funds, net of fees, matches public equity markets

Has the Fed Cancelled Bankruptcy? - Sanctum Wealth Management

US and European government bond yields are not just coming up short against their respective equity markets but also against inflation.

COVID-19 will permanently change the way wealth managers deliver advice and serve clients in the Middle East

New report says global high net worth (HNW) wealth will decline by $3.1 trillion in 2020

How Will Coronavirus Impact Technology Investment Across Verticals?

The banking and securities industry has experienced significant volatility since the start of the coronavirus outbreak, particularly in investment services.

Morgan Stanley economists double down on V-shape global recovery

Risks to their outlook include developments with the coronavirus and the vaccine.

3 Steps Business Leaders Should Take to Build Data-Driven Organizations

So what separates the leaders from the laggards?

Geoffrey S. Turner: We don't need a wealth tax

Wealth taxes would discourage entrepreneurship when we need it most and that would make us all collectively less wealthy

No Women Want Their Own Private Equity Firm Because Of The Gender Pay Gap

While the private equity boom of the 1980s and 1990s attracted the best minds in financial services, women did not enter the sector at the same rate as men.

Bankers Loving the Boom Are Missing the Profits

These and upcoming deals may not deliver the windfall to investment bankers that such a pipeline would usually promise, though.

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