Managers of Wealth Americas

Why You Should Manage Your Wealth Like A Business

Numerous factors, both internal and external, can play a role in the erosion of family wealth.

Wells Fargo: Latest Investor Confidence Survey Shows Slight Improvement

Wells Fargo/Gallup Investor Optimism Index rebounds after dipping in earlier quarter

Companies run by billionaires are better for investors

This is one of the findings of the annual UBS and PwC Billionaires Insights report, The Billionaire Effect.

Citizens Business Conditions Index Dips in Q3, but Remains in Positive Territory, Signaling Sustained U.S. Economic Growth

While there seems to be growing concern about next year, it also seems as if economists have been saying that every year for at least the last several years.

Comment - Trade worries distract from difficult truths

The plan is now to “assess an appropriate path” for rates.

Business Owners Highlight Priority Issues for 2020 Campaign - Wells Fargo Survey

Optimism continues upward tick, but one-third see likely economic downturn ahead

You Want a Piece of That Hot Pre-IPO? It’s Getting Easier.

That’s what Forge does—arranges trades in pre-IPO shares.

Which wealth tax?

Steadily rising income and wealth inequality, along with declining social mobility, is contributing to political polarization

US fund managers hit with damning climate report

More than 50 investor initiatives have now been set up to encourage and support activity on climate change.

Falling interest rates wreak havoc in US pension system

The strains on US corporate defined benefit plans are likely to intensify

There's a Dark Side to Zero-Cost Investing That Can't Be Ignored

Funds that charge nothing may come with unappreciated risks

How a golden data set can help overcome common data challenges

A “golden data set” is a clean, validated, integrated data set.

Wealth gap among retired Americans worsens despite a growing economy

A widely used measure of inequality - the Gini coefficient bit.ly/1mVicdp - shows the United States has the highest level of inequality among the largest industrial nations.

Why Banking CIOs Must Prioritize Cybersecurity?

CIOs are strengthening the existing security framework of banks and the associated third parties by adding onto the cybersecurity suite.

As boomers cash out of their businesses, the big banks are cashing in through deal financing

Canadian banks have been surfing a grey wave

Apollo Global Management, Inc. Reports Third Quarter 2019 Results

In addition, Apollo’s total assets under management have grown by 19% over the prior year, bringing total assets under management as of September 30, 2019 to $323 billion, half of which is permanent capital.”

Awareness is key to preventing fraud

The session covered an array of issues with our panelists sharing experiences, concerns, and awareness on ways to break the fraud cycle.

Latin American issuers face steep learning curve on ESG loans

Green and ESG lending remains in its infancy in Latin America. Just US$18bn in green or sustainable loans has been issued across the region since March 2018, according to data from Refinitiv LPC.

Stopping Global Warming Will Cost $50 Trillion: Morgan Stanley Report

Carbon capture and storage, which Morgan Stanley says is the only viable option for reducing emissions from coal-fired plants

Nearly 60% Of Ultra HNW Investors Say Market Volatility Will Increase: Study

The HNW are somewhat less likely than the Ultra HNW to say their outlook for the U.S. Stock Market over the next twelve months is optimistic

Comment, Analysis & Research