Managers of Wealth Americas

Women-Led, Values-Based Investing Has Gotten Hot — and Now Men Want In

If you have an important but thankless task, you give it to a female, because you know they will get it done.

Jersey Finance Ramps Up US Activity

Three months after opening its new office in New York, Jersey Finance is ramping up its activities in the US in early 2020 as it continues to see a rise in demand for specialist alternative fund structuring and servicing expertise in Europe from US manage

2020 Global Trends Report

1Second annual look at consumer sentiment and opinion offers deeper dive into the global trends that drive attitudes and behaviors

United States Wealth Management Report 2019: HNW Investors - 44% of HNW Onshore Wealth is Allocated to Equities

Expatriate flows are also responsible for a notable proportion of offshore investments thanks to investors' propensity to invest in their country of origin.

Private equity firms are sitting on $1.5 trillion in unspent cash, and looking to raise more

markets. The upshot: PE fundraising this year will likely come in fairly steady, near 2019's record haul.

America’s ‘financial satisfaction’ hits a 10-year high — with one glaring exception

A positive reading of the PFSi indicates that the average American should be feeling more financial pleasure than pain and thus have an overall positive sense of financial satisfaction.

Coronavirus: investors should avoid knee-jerk reactions

The death toll has now risen to 81 and almost 3,000 people have been confirmed as infected, with 44 cases having been detected outside China, where it originated.

M&A Outlook: Still a Sellers’ Market, But Urgency Recedes as Growth Continues

Annual survey finds more confidence in the economy, fewer companies looking for deals

With record profits on Wall Street, small bonuses will annoy bankers: experts

Markets can go up, earnings can go up, but that doesn’t mean pay has to go up,” said Alan Johnson, who advises financial firms on pay.

Franklin Resources to buy Philadelphia-area wealth management firm

Terms of the deal weren't disclosed.

Davos 2020 and climate change: How investment risks have shifted over a decade

As recently as ten years ago the environment didn’t register in the top risks for discussion at the World Economic Forum. Now it dominates. This has important implications for investors.

Goldman Sachs Insider Previews CEO David Solomon's New Plan for World Dominatio

But its new CEO is rolling out a new arsenal—digital banking, cash management, “alternative asset management”—to change that.

Global Talent in the Age of Artificial Intelligence

Countries are competing globally to grow better talent; attract the talent they need; and retain those workers who contribute to competitiveness, innovation, and growth.

2020 Global Talent Competitiveness Index Released

Digital skills gap intensifies widening divide between high-income nations & rest of worldThe Adecco Group commits to upskill / reskill five million people by 2030

B. Riley Financial Releases Guidance for Fourth Quarter

Announces Block Purchase of 880,000 Shares of Common Stock

ROTH Capital Partners Releases its 2020 Millennial Survey

Eighth annual proprietary survey examines current trends, spending patterns and favorite brands across six consumer categories

2020 Family Office Outlook

Based upon industry data, client observation and leading wealth, tax, estate, and family office conferences, here are the leading family office trends as we begin 2020.

Too big too soon: How LeClairRyan went under

The firm initially focused on venture capital clients and got by on credit card advances, according to Forbes.

Three Top Trends In Wealth Management For 2020

The most visible trends are the rise of intergenerational wealth, and the growing number of high-net worth women.

CEO Pessimism Over Global Growth Reaches Record High - PwC

When asked about their own revenue growth prospects, the change in CEO sentiment has proven to be an excellent predictor of global economic growth.

Comment, Analysis & Research