Managers of Wealth Americas

Powering Fund Distribution Performance

Asset managers love growth, but their own firms might struggle to achieve it if they don’t optimize the process of increasing AUM.

Private Equity Fundraising Will Slow Down Next Year

The record-setting sums raised by Blackstone and other large private equity firms this year are unlikely to be matched in 2020, according to PitchBook.

Top Three 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.

May River Capital’s $300 Million Fund Formation

The Winston team was led by Partners Rick Ginsberg and Zachariah Robert.

Americans Working with Financial Advisors Have Greater Fixed Income Understanding and Exposure

Working with Financial Advisors also appears to increase appetite for risk among Americans surveyed, with 42% of those who've worked with FAs expressing "some or strong" appetite for risk compared with just over one-quarter (27%) for those

Bank of America Stock Could Move Higher But Be Careful!

Robust banks could hear the music stop in 2020

This Was A Big Year For Fintech, Real Estate, Insurance, And Automation

This seems to be the year that every startup decided to become a bank.

Goldman Sachs Is The First Major U.S. Bank To Reject Financing Arctic Oil Drilling

“Goldman has established the first no-go zone for a major U.S. bank in the oil and gas sector," one environmental nonprofit said.

7 things that will affect next stage of banking's evolution

Though many banks have struck deals with fintechs, those partnerships appear increasingly under threat, with some firms suggesting they no longer need or want to deal with what they see as slow traditional players despite their entrenched advantages.

AI, IoT and Blockchain: Using the power of three to create business, legal and technical solutions

This includes the technology stack in addition to code and deployment techniques and examples including an entire application from code start to deployment finish.

Citi Private Bank Law Firm Group and Hildebrandt Consulting Issue 2020 Citi Hildebrandt Client Advisory

U.S. Law Firm Industry expected to see revenue growth of five to six percent in 2020

Goldman Sachs president says US economy could be ‘accelerating again’ after 2019 lull

“So we’re seeing that implication of easier policy coming through in the economy and it’s become much more of a stimulant for particularly consumers, but corporations as well.”

World's Best Private Banks 2020: The Tough Get Going

While rising ranks of wealthy individuals support growth in private banking, these are challenging times for the industry.

AI Will Drive The Multi-Trillion Dollar Longevity Economy

Longevity has become a recurring topic in analytical reports from leading financial institutions such as CitiBank, UBS Group, Julius Baer, and Barclays.

Canadian pension funds look to tap private debt space in India

According to Gandhi, CPPIB sees a big opportunity in the lending space, where businesses have a good asset base but are facing issues on the liability side, including stressed assets.

Billionaire Eli Broad Pledges $100 Million To Yale’s Business School

Those outside our community may be surprised to see a business school dedicate a major program to public education, but this is exactly the type of issue our school has always cared about–one where leadership informed by systemic thinking, rigorous

Citi Private Bank Issues Outlook 2020: Global Growth Can Endure Over the Coming Year

Citi Private Bank releases its investment themes for 2020

Q3 2019 Cryptocurrency Anti-Money Laundering Report

It will no doubt have implications as regulators seek to have KYC information shared globally.

CFA Institute Says Firms Must Act Today to Take Advantage of AI and Big Data Opportunities

Survey reveals investment industry is in early stages of adopting AI and big data analytics

Top Trends in Wealth Management 2020

As wealth management firms enter an experience- versus product-led era, understanding structural changes in customer profiles and expectations has become critical. Our report aims to explores and analyze the top wealth management trends for this year and

Comment, Analysis & Research