Managers of Wealth Americas

Five hard questions everyone should be asking

In a new white paper from Everlaw, you can take a deep dive into learning about why these difficult questions must be answered before making a final eDiscovery decision.

Gartner CFO Survey Reveals 74% of Organizations to Shift Some Employees to Remote Work Permanently

Nearly Three in Four Organizations Plan to Shift at Least 5% of Previously On-Site Employees to Permanently Remote Positions Post-COVID 19

Why High-Net-Worth Families Need More Than Just A Bookkeeper

Whether it helps clients navigate a career change, mitigate family quarrels or negotiate a lease for a new business, a family office does far more than just pay the bills.

Large investors still say they aren’t ready to sell as coronavirus crisis continues

A Citi survey of insitutional clients showed that 80% wanted to commit more cash to equities.

‘If we do it right, we'll only have to do it once’ – Bill Gates calls for a nationwide US shutdown

The US needs to have a total shutdown to stop COVID-19 spread, says Bill Gates.

Barclays poached a healthcare ECM banker from Deutsche in NYC

Habayeb wasn't at DB for long: he only joined the German bank in December 2018 after four years at UBS and over 10 years at JPMorgan.

Most HNW Investors Expect a Recession in the Next 12 Months

But 77% of HNW investors remain optimistic about the long-term prospects of the U.S. economy, unchanged from the previous UBS survey conducted March 7-13.

McKinsey’s Vision of Wealth Management in 2030

Advisors are already strained answering many more calls from clients.

The cavalry (finally) arrives by Rathbones

The pandemic is spreading rapidly in the US, which is now following the rest of the West into self-isolation. Beware of leverage and expect dividend cuts, warns our chief investment officer Julian Chillingworth.

Perfect Storm for Markets as Economic Time Stops

Certain sectors of the economy are more directly exposed to the economic shutdown, but the breadth of this shutdown will impact every sector.

Thinking about compliance as an essential tool in our new business world

When everyone gets together to discuss the gaps in the internal review

‘The world is learning to work flexibly,’ says BMO fund CEO

Kristi Mitchem, head of the asset management division, on home working and staying positive

MAS Releases USD Auction Details

It aims to support more stable USD funding conditions in Singapore, and facilitate USD lending to businesses in Singapore and the region.

Looking Beyond the Fear: An Analysis of Sharp Selloffs

COVID-19’s spread and containment efforts have forced market prices to recalibrate sharply as expectations about different industries and the overall economy have shifted at a breakneck pace.

Long-term approach needed more than ever

“We didn’t know coronavirus was coming when we started drafting this letter,” Mizuno said in the interview.

The 'best risk-reward' in 2 years: Morgan Stanley's investment chief says now is the time for stock traders to buy

The bank has been buying back into equities "over the last two, three, four weeks" as prices stabilize, he said.

Kevin Sneader: We’re not going back to the ‘normal’ we had before coronavirus

he message we’re hearing is that the scenarios are helpful, but leaders are wondering what’s going to be true across all these scenarios.

The days of rising wealth management executive compensation may be over.

The firms didn’t respond to requests for comment on their executive pay beyond official company disclosures, other than an Ameriprise spokesman’s email citing a “supplemental total direct compensation” table.

Bank CIOs confront challenge of so many employees working at home

And about two weeks ago, Wisler’s team took stock of the entire company, to see who was set up to work from home and who was not.

12 Women Changing The Money Industry Not Even The Coronavirus Can Stop

One of the most important changes happening in the money industry is more about the type of talent that is stepping into leadership roles to drive this transformative change — and that’s women.

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