Managers of Wealth Americas

Seeds of our protection

One in five plant species is estimated to be threatened with extinction worldwide. Around the world scientists and plant enthusiasts are working to preserve our bio-heritage. But why does it matter so much?

World Health Day 2020: Things to do during lockdown

While the medical force is serving at the frontline

The World Has Changed. Have You?

It’s not the biggest, strongest or the smartest that evolve — it’s something much more elemental.

Staying the course

SS&C, as always, is working hard to ensure our clients and customers see high service and support levels.

Latest update on market developments - 3 April

As a result, we took the bounce in markets last week as an opportunity to reduce equity risk in our clients’ discretionary portfolios.

Jobs destroyed worldwide as coronavirus triggers deep recession

The International Labor Organization last month warned almost 25 million jobs will be lost if the virus isn’t controlled.

Gartner CFO Survey Reveals That 62% of CFOs Plan SG&A Cuts This Year Due to Coronavirus Related Disruptions

CFOs Should Follow Four Cost-Cutting Tactics

The Art Market Adjusts: Charitable donation incentives under the CARES Act

As the current situation continues to unfold, it seems increasingly likely that museums will be closed for that long or longer.

US faces deepest recession on record

"This will be the deepest recession on record, nearly five times more severe than the post-war average,"

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

Comment, Analysis & Research