Managers of Wealth http://managersofwealth.com/ Sun, 12 Apr 2026 07:31:51 BST part of MediaG8way Group http://managersofwealth.com/ http://managersofwealth.com/assets/images/logo.png Managers of Wealth KohanaPHP Citi Wealth Deploys AI-Powered Technology to Enhance Client Experience News Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124367/citi-wealth-deploys-ai-powered-technology-to-enhance-client-experience The launch includes Portfolio Intelligence – a client-facing tool designed to provide Citi Wealth clients with swift and personalized portfolio insights at the click of a button. Wealth and Asset Management To Tax the Ultra-Rich, We Need to Go After Their Wealth—Not Just Income News Aggregation Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124368/to-tax-the-ultra-rich-we-need-to-go-after-their-wealthampmdashnot-just-income Two proposals—one in California, one in Congress—could finally do it. Wealth and Asset Management Private banking for a new generation: How millennials approach wealth in the UK News Aggregation Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124369/private-banking-for-a-new-generation-how-millennials-approach-wealth-in-the-uk From ESG integration to entrepreneurial liquidity, Brown Shipley explores the five key priorities redefining private banking for today’s digital-native wealth creators. Wealth and Asset Management Nour Private Wealth (NPW) Explores Why Wealthy Families Are Shifting Away From Public Markets News Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124377/nour-private-wealth-npw-explores-why-wealthy-families-are-shifting-away-from-public-markets Inside the shift toward private equity, private credit, and real assets shaping the future of long-term wealth. Wealth and Asset Management 34 Wealth Enhancement Advisors Recognized on the 2026 Forbes Best-In-State Wealth Advisors Ranking News Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124382/34-wealth-enhancement-advisors-recognized-on-the-2026-forbes-best-in-state-wealth-advisors-ranking Wealth Enhancement is honored to have 34 advisors named to the list this year. Wealth and Asset Management Annual General Meeting of Julius Baer Group Ltd. News Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124384/annual-general-meeting-of-julius-baer-group-ltd The members of the Board of Directors and of the Executive Board were discharged for the 2025 financial year. Wealth and Asset Management The data problem holding back wealth management News Aggregation Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124385/the-data-problem-holding-back-wealth-management Private banks, wealth managers and family offices are. pushing ahead with AI, but many underestimate the structural weakness limiting its value: fragmented, inconsistently defined data Wealth and Asset Management Brookfield Wealth Solutions Reports $20 Billion of Capital Backing Insurance Companies News Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124386/brookfield-wealth-solutions-reports-20-billion-of-capital-backing-insurance-companies Strong financial position supports ‘A’ ratings across life and annuity companies and underpins continued global expansion Wealth and Asset Management York City FC and Titan Wealth extend multi-year partnership, with expanded support across the club News Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124389/york-city-fc-and-titan-wealth-extend-multi-year-partnership-with-expanded-support-across-the-club The renewed agreement will see Titan Wealth continue as front-of-shirt sponsor for the men’s first team, alongside significant branding and activation across the club. Wealth and Asset Management Söderberg-backed Vintage completes £400m advice firm deal News Aggregation Team Thursday, April 09, 2026 1:00 am http://managersofwealth.com/article/124342/sampoumlderberg-backed-vintage-completes-amppound400m-advice-firm-deal The deal brings together two independently focused advice firms with a shared emphasis on personalised, whole-of-market financial planning. Wealth and Asset Management J Safra Sarasin taps Mirabaud for new portfolio manager News Aggregation Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124376/j-safra-sarasin-taps-mirabaud-for-new-portfolio-manager Lacarré Hadrien has joined the institutional hedge fund solutions team. Executive Moves Oakglen Wealth Planning announces new Financial Adviser News Aggregation Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124378/oakglen-wealth-planning-announces-new-financial-adviser His appointment reflects Oakglen Wealth Planning’s continued investment in experienced advisers Executive Moves Lugano private bank names executive president News Aggregation Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124380/lugano-private-bank-names-executive-president Raoul Paglia replaces Marco Tini, who spent a decade as president of the executive board at Axion Swiss Bank. Executive Moves Five promotions at ​Ocorian News Aggregation Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124383/five-promotions-at-ocorian “These promotions are a great reflection of the talent we have here in Guernsey and the contribution our team makes to the wider business. Executive Moves David Shefford joins Boston Multi Family Office fiduciary team News Aggregation Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124390/david-shefford-joins-boston-multi-family-office-fiduciary-team ‘David’s depth of experience makes him an excellent addition to our team’ Executive Moves BMO Wealth Management Names Ali Nafii to Lead San Diego Market News Team Thursday, April 09, 2026 1:00 am http://managersofwealth.com/article/124343/bmo-wealth-management-names-ali-nafii-to-lead-san-diego-market He will focus on expanding BMO’s wealth management presence across the West Region Executive Moves Perigon Wealth Management Appoints Chief People Officer as Part of Strategic Leadership Expansion News Team Thursday, April 09, 2026 1:00 am http://managersofwealth.com/article/124346/perigon-wealth-management-appoints-chief-people-officer-as-part-of-strategic-leadership-expansion Rory T. Shusted Brings Decades of Executive Experience to Support Firm's Continued Investment in Culture and Growth Executive Moves Douglas Elliman Names Areeje Akhtar Oriol Chief of Staff to President and CEO Michael S. Liebowitz News Team Thursday, April 09, 2026 1:00 am http://managersofwealth.com/article/124348/douglas-elliman-names-areeje-akhtar-oriol-chief-of-staff-to-president-and-ceo-michael-s-liebowitz Seasoned luxury strategy and growth executive brings deep experience in brand development, brokerage platform building and the ultra-high-net-worth market to Douglas Elliman leadership team Executive Moves Aberdeen Investments Appoints Head of APAC Client Group News Aggregation Team Thursday, April 09, 2026 1:00 am http://managersofwealth.com/article/124350/aberdeen-investments-appoints-head-of-apac-client-group In her expanded role, she will continue to lead the company’s institutional business across the region while also assuming responsibility for overseeing Aberdeen’s wholesale distribution in the APAC region. Executive Moves Pictet creates single-family office hub, reshuffles execs News Aggregation Team Thursday, April 09, 2026 1:00 am http://managersofwealth.com/article/124354/pictet-creates-single-family-office-hub-reshuffles-execs The private bank has handed staff senior roles covering single-family offices and within its investment platform. Executive Moves UBS does not withdraw files, experts demand further documents, and Ermotti confirms in a guest article that he made a takeover offer based on incomplete information. News Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124374/ubs-does-not-withdraw-files-experts-demand-further-documents-and-ermotti-confirms-in-a-guest-article-that-he-made-a-takeover-offer-based-on-incomplete-information Therefore, the offer for Credit Suisse was likely deliberately below its actual value for reasons of fiduciary duty. Legal,Regulation,Tax & Compliance How The Buy, Borrow, Die Strategy Helps The Wealthy Cut Taxes News Aggregation Team Wednesday, April 08, 2026 1:00 am http://managersofwealth.com/article/124317/how-the-buy-borrow-die-strategy-helps-the-wealthy-cut-taxes Whether you have $1 million or $20 million in your brokerage account, the bull market of much of the past 15 years has benefited many long‑term investors. Legal,Regulation,Tax & Compliance Ex-Deutsche Bank Manager Sues Bank for at Least $624 Million News Aggregation Team Tuesday, March 31, 2026 1:00 am http://managersofwealth.com/article/124225/ex-deutsche-bank-manager-sues-bank-for-at-least-624-million Faissola and several other ex-traders last year ended mediation talks with Deutsche Bank over allegations they were wrongfully implicated in an audit report into the Monte dei Paschi affair. Legal,Regulation,Tax & Compliance Wealth taxes on billionaires and $30 minimum wages are part of the same plan, advocate says. ‘They should pay their fair share’ News Aggregation Team Tuesday, March 31, 2026 1:00 am http://managersofwealth.com/article/124228/wealth-taxes-on-billionaires-and-30-minimum-wages-are-part-of-the-same-plan-advocate-says-amplsquothey-should-pay-their-fair-shareamprsquo Regardless of how you view that 938 number, there’s one overall resounding agreement people have: Most voters want billionaires to pay their fair share. Legal,Regulation,Tax & Compliance Swiss lawmakers signal compromise on $22bn UBS capital plan News Aggregation Team Tuesday, March 31, 2026 1:00 am http://managersofwealth.com/article/124236/swiss-lawmakers-signal-compromise-on-22bn-ubs-capital-plan Decision could be published in April with foreign capital requirements component moving to parliament for debate Legal,Regulation,Tax & Compliance Hightower Faces Class Action Suit Over Data Breach News Aggregation Team Friday, March 27, 2026 12:00 am http://managersofwealth.com/article/124171/hightower-faces-class-action-suit-over-data-breach An alleged former employee claimed the company failed to protect client information. Hightower is the latest industry firm to fall victim to a breach in recent months. Legal,Regulation,Tax & Compliance UBS gives institutional fund investors more say News Aggregation Team Thursday, March 26, 2026 12:00 am http://managersofwealth.com/article/124147/ubs-gives-institutional-fund-investors-more-say The offering will initially be launched for institutional clients in Switzerland. Legal,Regulation,Tax & Compliance Hong Kong weighs ‘big bang’ tax cuts for asset managers News Aggregation Team Thursday, March 26, 2026 12:00 am http://managersofwealth.com/article/124165/hong-kong-weighs-amplsquobig-bangamprsquo-tax-cuts-for-asset-managers Expansion of carried interest regime could mean zero levies on performance fees at hedge funds Legal,Regulation,Tax & Compliance Number of Isa millionaires trebles to 17,600 in past three years as Britons make full use of tax-free accounts News Aggregation Team Monday, March 23, 2026 12:00 am http://managersofwealth.com/article/124074/number-of-isa-millionaires-trebles-to-17600-in-past-three-years-as-britons-make-full-use-of-tax-free-accounts Under higher return assumptions, the number could have grown further still. Legal,Regulation,Tax & Compliance Do your taxes like the rich and save money News Aggregation Team Wednesday, March 18, 2026 12:00 am http://managersofwealth.com/article/124002/do-your-taxes-like-the-rich-and-save-money Even though some tactics are probably out of reach for most people, others are simple enough that they can be used with enough planning. Legal,Regulation,Tax & Compliance Is the AI boom bursting wealth management’s bubble? News Aggregation Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124372/is-the-ai-boom-bursting-wealth-managementamprsquos-bubble As AI becomes increasingly prevalent in everyday life, Spear's investigates how the technology fares in the world of wealth management FinTech Crypto Finance, AMINA, and Incore Bank Complete Second-Phase Payment Infrastructure Pilot on Google Cloud Universal Ledger for Instant Account-to-Account Transfers News Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124373/crypto-finance-amina-and-incore-bank-complete-second-phase-payment-infrastructure-pilot-on-google-cloud-universal-ledger-for-instant-account-to-account-transfers During this step of the pilot, Crypto Finance acted as Currency Operator, defining governance standards, onboarding criteria, and transaction rules, while Incore Bank and AMINA integrated the new capabilities directly into their regulated banking environm FinTech Celsion Bank AG launches as a fully licensed bank built for digital assets News Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124375/celsion-bank-ag-launches-as-a-fully-licensed-bank-built-for-digital-assets The bank focuses on clients active in digital assets, including companies, asset managers, foundations, and other corporates with digital asset exposure. FinTech Tieto Banktech recognised in the WealthTech100 2026 for advancing wealth management innovation News Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124388/tieto-banktech-recognised-in-the-wealthtech100-2026-for-advancing-wealth-management-innovation The annual WealthTech100, published by FinTech Global, identifies the one hundred technology providers shaping the future of wealth management. FinTech W1M enables secure, compliant collaboration across Microsoft 365 tenants News Aggregation Team Thursday, April 09, 2026 1:00 am http://managersofwealth.com/article/124365/w1m-enables-secure-compliant-collaboration-across-microsoft-365-tenants The company achieved zero-downtime migration, reduced service desk requests, and strengthened governance, while creating a scalable blueprint for future acquisitions and AI adoption. FinTech Data Sovereignty in a Borderless World News Team Tuesday, March 31, 2026 1:00 am http://managersofwealth.com/article/124224/data-sovereignty-in-a-borderless-world With over 130 countries now enforcing data protection laws, organisations must navigate a patchwork of requirements governing how data is collected, stored, processed, and transferred. FinTech CMB Monaco adopts Avaloq–Aladdin Wealth for digital transformation News Aggregation Team Tuesday, March 31, 2026 1:00 am http://managersofwealth.com/article/124235/cmb-monaco-adopts-avaloqampndashaladdin-wealth-for-digital-transformation The system is designed to enable more personalised client engagement at scale while improving internal productivity through streamlined workflows across core banking and digital channels. FinTech The AI cycle beyond the hype: earnings, bubble risks, and positioning News Team Friday, March 27, 2026 12:00 am http://managersofwealth.com/article/124185/the-ai-cycle-beyond-the-hype-earnings-bubble-risks-and-positioning In his opening remarks, John Woods explained that the session was designed to explore “the insights and opportunities shaping today’s AI-driven markets”. FinTech Ranchland Capital Partners Selects SEI to Support Alternative Funds News Team Thursday, March 26, 2026 12:00 am http://managersofwealth.com/article/124144/ranchland-capital-partners-selects-sei-to-support-alternative-funds Strategic Relationship Reinforces SEI’s Position as Long-Term Partner for Alternative Investment Managers FinTech Software: When artificial intelligence reshuffles the deck News Team Wednesday, March 25, 2026 12:00 am http://managersofwealth.com/article/124139/software-when-artificial-intelligence-reshuffles-the-deck AI is undermining traditional software. But it is forcing companies to reinvent themselves. FinTech Farther Launches Multi-Family Office, Setting a New Standard for Generational Wealth Management News Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124371/farther-launches-multi-family-office-setting-a-new-standard-for-generational-wealth-management Built Ground Up for Ultra-High-Net-Worth Families, Farther Family Office Powers Elite Advisory Services with Intelligent Solutions to Remove the Pain Points of Generational Wealth Management Family Office Why more family offices are closing or downsizing despite rising wealth News Aggregation Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124387/why-more-family-offices-are-closing-or-downsizing-despite-rising-wealth The number of family offices is growing rapidly, but it’s not a one-way street – some are choosing to close, for good reason Family Office Three Fiscal Landmines Faced by Family Offices News Aggregation Team Wednesday, April 08, 2026 1:00 am http://managersofwealth.com/article/124330/three-fiscal-landmines-faced-by-family-offices Every quarter of delayed trust structuring is a quarter spent subsidizing Washington’s next budget reconciliation package with your own compound growth. Family Office How a multi-family office uses convertible bond arbitrage News Aggregation Team Wednesday, April 08, 2026 1:00 am http://managersofwealth.com/article/124331/how-a-multi-family-office-uses-convertible-bond-arbitrage Fabian Scheler, a portfolio manager at multi-family office Amadeus Capital in Geneva, says the positive convexity of convertible bond arbitrage is particularly attractive. Family Office Family offices embrace AI for operations but hold back on investment News Aggregation Team Tuesday, April 07, 2026 1:00 am http://managersofwealth.com/article/124314/family-offices-embrace-ai-for-operations-but-hold-back-on-investment Around 74% of respondents anticipate increasing their exposure to AI and other digital assets over the next three years, with one in five planning a ramp-up in investment. Family Office Crestbridge Family Office Services maintain fundraising push for Youthful Minds News Team Thursday, April 02, 2026 1:00 am http://managersofwealth.com/article/124288/crestbridge-family-office-services-maintain-fundraising-push-for-youthful-minds Chloë will have her hair shaved off on 24 April and is encouraging colleagues and contacts to make a donation to support the cause over the coming weeks. Family Office ADDING MULTIMEDIA Patel Family Office and AHQ Launch $1bn ‘AYARA’ Hospitality Platform to Develop 50 Hotels in Saudi Arabia News Team Tuesday, March 31, 2026 1:00 am http://managersofwealth.com/article/124226/adding-multimedia-patel-family-office-and-ahq-launch-1bn-amplsquoayaraamprsquo-hospitality-platform-to-develop-50-hotels-in-saudi-arabia US investors Patel Family Office and Saudi industrial conglomerate signed historic partnership agreement at FII PRIORITY Miami Family Office RIA Callan Family Office Acquires Clarity Family Offices News Team Monday, March 30, 2026 1:00 am http://managersofwealth.com/article/124215/ria-callan-family-office-acquires-clarity-family-offices The team is also supported by client service associate Joy McLaren. Family Office Family offices risk missing out on emerging markets’ revival News Aggregation Team Friday, March 27, 2026 12:00 am http://managersofwealth.com/article/124183/family-offices-risk-missing-out-on-emerging-marketsamprsquo-revival Political shocks, regulatory shifts and currency volatility are always lurking in the background for emerging markets, but the sector merits renewed attention Family Office Morgan Stanley’s Au-Yeung: Asian family offices still favour alternatives News Aggregation Team Friday, March 27, 2026 12:00 am http://managersofwealth.com/article/124191/morgan-stanleyamprsquos-au-yeung-asian-family-offices-still-favour-alternatives But recent fears about private credit could lead firms to be more thoughtful about investor targeting and liquidity offers. Family Office Ahead of Geneva Watch Fair: The Hottest Rumors Around Rolex, Patek & Co. News Aggregation Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124381/ahead-of-geneva-watch-fair-the-hottest-rumors-around-rolex-patek-ampamp-co For watch enthusiasts, the annual spectacle resembles a culmination of Christmas and Easter rolled into one. Luxury The Fondation Louis Vuitton celebrates Alexander Calder with the exhibition “Calder. Rêver en équilibre” News Aggregation Team Wednesday, April 08, 2026 1:00 am http://managersofwealth.com/article/124325/the-fondation-louis-vuitton-celebrates-alexander-calder-with-the-exhibition-ampldquocalder-rampecircver-en-ampeacutequilibreamprdquo Spanning every aspect of the artist’s work, the exhibition offers a comprehensive vision of his creations and the tenants that inspired his artistic practice. Luxury The Future of Private Jets: Catering to the evolving high-net-worth traveler News Aggregation Team Thursday, April 02, 2026 1:00 am http://managersofwealth.com/article/124273/the-future-of-private-jets-catering-to-the-evolving-high-net-worth-traveler Management said at the time that the agreement secures long-term capacity for Vista’s growing member base as global demand for premium private aviation continues to expand. Luxury Luxury NEV Enterprise Seres Hits Record High Revenue of RMB164.89 Billion in 2025, Maintaining Positive Profitability for Second Consecutive Year News Aggregation Team Thursday, April 02, 2026 1:00 am http://managersofwealth.com/article/124280/luxury-nev-enterprise-seres-hits-record-high-revenue-of-rmb16489-billion-in-2025-maintaining-positive-profitability-for-second-consecutive-year The Company also announced a proposed final dividend of RMB0.8 per share (tax included), totaling approximately RMB1.9 billion in cash dividends, reflecting its commitment to rewarding shareholders. Luxury Luxury shopping mall files for Chapter 11 bankruptcy News Aggregation Team Tuesday, March 31, 2026 1:00 am http://managersofwealth.com/article/124227/luxury-shopping-mall-files-for-chapter-11-bankruptcy Several store owners learned on social media that their landlord had gone bankrupt. Luxury Is Luxury Ready To Win Over Gen Z? News Aggregation Team Wednesday, March 25, 2026 12:00 am http://managersofwealth.com/article/124133/is-luxury-ready-to-win-over-gen-z Yet total luxury spending stayed relatively flat from the previous year and was on track to reach around €1.44 trillion in 2025 Luxury Visa-free travel, rising foreign visitors boost luxury hotel growth in China News Aggregation Team Wednesday, March 25, 2026 12:00 am http://managersofwealth.com/article/124134/visa-free-travel-rising-foreign-visitors-boost-luxury-hotel-growth-in-china China’s luxury hotels thrive as visa-free policies drive international tourism, with Shanghai and Beijing seeing significant growth in high-end stays Luxury Wealthy consumers are turning to jewelry as an investment, especially colored gemstones News Aggregation Team Monday, March 23, 2026 12:00 am http://managersofwealth.com/article/124076/wealthy-consumers-are-turning-to-jewelry-as-an-investment-especially-colored-gemstones Wealthy consumers are turning to jewelry as an investment, especially colored gemstones Luxury Four Seasons Yachts Charts a New Course for Ultra-luxury at Sea News Aggregation Team Thursday, March 19, 2026 12:00 am http://managersofwealth.com/article/124030/four-seasons-yachts-charts-a-new-course-for-ultra-luxury-at-sea Ben Trodd, CEO of Marc-Henry Cruise Holdings, the joint owner and operator of Four Seasons Yachts, spoke to WWD on the brand's bet on intimacy, gastronomy and winning the most coveted luxury currency of all: guests’ time. Luxury From AP to Rolex, the most affordable watch from each grail brand News Aggregation Team Thursday, March 19, 2026 12:00 am http://managersofwealth.com/article/124044/from-ap-to-rolex-the-most-affordable-watch-from-each-grail-brand These entry-level equivalents from all the best watchmakers in the world range from £850 to over £100,000 Luxury Lifestyles of the rich and famous: How the ultra-wealthy spend their fortunes News Aggregation Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124379/lifestyles-of-the-rich-and-famous-how-the-ultra-wealthy-spend-their-fortunes Bain and Company’s 2025 study on the luxury industry found that consumer spending across all luxury segments reached €1.44 trillion that year. Extremely Wealthy Billionaire candidate for California governor catching heat for past business interests, wealth News Aggregation Team Tuesday, April 07, 2026 1:00 am http://managersofwealth.com/article/124297/billionaire-candidate-for-california-governor-catching-heat-for-past-business-interests-wealth The wealthy candidate has donated $112 million of his own money to his 2026 gubernatorial campaign, airing over 5,000 ads across California’s expensive media markets in the past month. Extremely Wealthy Washington state’s ‘historic’ millionaire tax takes aim at super-rich – will it succeed? News Aggregation Team Wednesday, April 01, 2026 1:00 am http://managersofwealth.com/article/124263/washington-stateamprsquos-amplsquohistoricamprsquo-millionaire-tax-takes-aim-at-super-rich-ampndash-will-it-succeed As living costs rise, the state where Gates and Bezos made billions is targeting top earners – could other states follow? Extremely Wealthy The ex-Platinum quant who has won billionaire Kerr Neilson’s backing News Aggregation Team Monday, March 30, 2026 1:00 am http://managersofwealth.com/article/124199/the-ex-platinum-quant-who-has-won-billionaire-kerr-neilsonamprsquos-backing With the backing of Neilson and another Platinum alumnus, Jim Simpson, he is finally running his own hedge fund. Extremely Wealthy Warren Buffett's Net Worth: How the Oracle of Omaha Built a $150 Billion Empire News Aggregation Team Monday, March 30, 2026 1:00 am http://managersofwealth.com/article/124201/warren-buffettamp039s-net-worth-how-the-oracle-of-omaha-built-a-150-billion-empire He built $150 billion through patience, discipline, and the compounding power of time — starting with a $114 stock purchase at the age of eleven. Extremely Wealthy Google co-founder spends $45m in fight against California billionaire tax News Aggregation Team Friday, March 20, 2026 12:00 am http://managersofwealth.com/article/124056/google-co-founder-spends-45m-in-fight-against-california-billionaire-tax Sergey Brin gives $25m on top of $20m he’s already given to Super Pac trying to block state’s proposed 5% wealth tax Extremely Wealthy JPMorgan Shut China Tycoon’s Account That Made Bank Millions News Aggregation Team Thursday, March 19, 2026 12:00 am http://managersofwealth.com/article/124033/jpmorgan-shut-china-tycoonamprsquos-account-that-made-bank-millions Tang had a $4 billion stake in AppLovin Corp. as of early 2025 after the US ad-tech firm’s shares surged more than 700% the previous year. Extremely Wealthy Lady Rothschild sells her 27% stake in The Economist to a Canadian billionaire News Aggregation Team Wednesday, March 18, 2026 12:00 am http://managersofwealth.com/article/124014/lady-rothschild-sells-her-27-stake-in-the-economist-to-a-canadian-billionaire The sale by Lynn Forester de Rothschild and her family to financial services tycoon Stephen Smith is reported to be worth as much as £400million. Extremely Wealthy This is what we’re up against News Aggregation Team Monday, March 16, 2026 12:00 am http://managersofwealth.com/article/123949/this-is-what-weamprsquore-up-against High-net-worth residents of UAE heading to Ireland and France to wait out missile attacks before tax year ends Extremely Wealthy Wealth of billionaires reaches over $20T as Forbes list hits record 3,428 names News Aggregation Team Wednesday, March 11, 2026 12:00 am http://managersofwealth.com/article/123876/wealth-of-billionaires-reaches-over-20t-as-forbes-list-hits-record-3428-names Elon Musk tops ranking with $839B fortune, 20 hold wealth exceeding $100B Extremely Wealthy Investors need to rethink the "factor" approach News Team Friday, April 10, 2026 1:00 am http://managersofwealth.com/article/124370/investors-need-to-rethink-the-ampquotfactorampquot-approach This introduced the idea that a stock’s return is driven by multiple systematic risk factors. Comment & Analysis Don't just do something, stand there! News Team Thursday, April 09, 2026 1:00 am http://managersofwealth.com/article/124344/donamp039t-just-do-something-stand-there When markets are uncertain, it may be tempting to make changes even when we know that we shouldn't mess with our established strategy. What are some good ideas to "scratch the itch" of action bias? Comment & Analysis BNP Paribas has been accelerating its support to the defence sector in 2025, with an additional €6.5 billion in investments and €2 billion in financing News Team Thursday, April 09, 2026 1:00 am http://managersofwealth.com/article/124349/bnp-paribas-has-been-accelerating-its-support-to-the-defence-sector-in-2025-with-an-additional-ampeuro65-billion-in-investments-and-ampeuro2-billion-in-financing BNP Paribas delivered on the commitment it made in March 2025 to expand its support for the ecosystem of large-, mid- and small-cap companies working to strengthen our collective security. Comment & Analysis Risk Warnings Review should allow industry to be more creative and engaging in disclosures News Team Thursday, April 09, 2026 1:00 am http://managersofwealth.com/article/124353/risk-warnings-review-should-allow-industry-to-be-more-creative-and-engaging-in-disclosures This is why the work of the Risk Warnings Review from the IA is so important. Comment & Analysis Population of UHNWIs grows by 5.4% in just six months, study finds News Aggregation Team Thursday, April 09, 2026 1:00 am http://managersofwealth.com/article/124358/population-of-uhnwis-grows-by-54-in-just-six-months-study-finds This dominance is largely driven by United States, which is home to the largest number of UHNWIs globally, with 192,470 individuals controlling a combined $22.3tn in wealth. Comment & Analysis Fit for the future of asset and wealth management News Team Wednesday, April 08, 2026 1:00 am http://managersofwealth.com/article/124318/fit-for-the-future-of-asset-and-wealth-management The firms pulling ahead by 2030 are making clearer strategic choices and aligning their organisations behind them. Comment & Analysis Michael Gold Explains Why Ultra-Wealthy Families Need Specialized Advisory Services News Aggregation Team Wednesday, April 08, 2026 1:00 am http://managersofwealth.com/article/124319/michael-gold-explains-why-ultra-wealthy-families-need-specialized-advisory-services Many families now manage operating companies alongside complex investment portfolios, with assets spread across multiple jurisdictions, entities, and generations. Comment & Analysis Beyond growth: an evening focused on how founders are rethinking wealth, risk and legacy News Aggregation Team Tuesday, April 07, 2026 1:00 am http://managersofwealth.com/article/124295/beyond-growth-an-evening-focused-on-how-founders-are-rethinking-wealth-risk-and-legacy As conversations around entrepreneurship evolve, founders today are thinking far beyond scaling revenues. Comment & Analysis Sub-outsourcing to a strategic partner News Team Tuesday, April 07, 2026 1:00 am http://managersofwealth.com/article/124298/sub-outsourcing-to-a-strategic-partner These include treasury financing and advisory, and global markets solutions. Comment & Analysis AI: A global tale of creative destruction News Team Tuesday, April 07, 2026 1:00 am http://managersofwealth.com/article/124307/ai-a-global-tale-of-creative-destruction In the latest monthly letter from our Chief Investment Officer, Fahad Kamal explores the story of AI and productivity, and highlights our latest investment views and positioning. Comment & Analysis Luxury or necessity? Pet owners pay tens of thousands to fly on Singapore's first airline for animals News Aggregation Team Wednesday, March 11, 2026 12:00 am http://managersofwealth.com/article/123884/luxury-or-necessity-pet-owners-pay-tens-of-thousands-to-fly-on-singaporeamp039s-first-airline-for-animals One passenger paid just over US$30,000 for a one-way flight for two people and four cats from Singapore to Hong Kong. Extremely Expensive Manhattan Apartment Rents for a Staggering $95,000 a Month—After 2-Hour Bidding Frenzy News Aggregation Team Wednesday, December 31, 2025 12:00 am http://managersofwealth.com/article/122638/manhattan-apartment-rents-for-a-staggering-95000-a-monthampmdashafter-2-hour-bidding-frenzy There was $190,725 required at move-in, which included $95,000 first month's rent, $95,000 refundable security deposit, a $600 application fee, and $125 credit check. Extremely Expensive See the world's most expensive luxury watches News Aggregation Team Friday, December 12, 2025 12:00 am http://managersofwealth.com/article/122426/see-the-worldamp039s-most-expensive-luxury-watches Revealing the priciest timepieces of all time Extremely Expensive World's most expensive coffee goes on sale in Dubai at $1,000 a cup News Aggregation Team Monday, November 03, 2025 12:00 am http://managersofwealth.com/article/121640/worldamp039s-most-expensive-coffee-goes-on-sale-in-dubai-at-1000-a-cup The wealthy emirate is known for its extravagant ventures including an enormous mall with an indoor ski area, the world's tallest building and an artificial island dotted with five-star hotels. Extremely Expensive This Is The Most Expensive State To Drive An EV In (And It's Not Even Close) News Aggregation Team Monday, October 20, 2025 1:00 am http://managersofwealth.com/article/121383/this-is-the-most-expensive-state-to-drive-an-ev-in-and-itamp039s-not-even-close It depends on what type of car you drive, what sort of driving you do, where you would fill or charge up, and, indeed, what state you live in. Extremely Expensive Louis Vuitton’s £120 lipstick marks new high in redrawing item as a luxury product News Aggregation Team Friday, August 29, 2025 1:00 am http://managersofwealth.com/article/120447/louis-vuittonamprsquos-amppound120-lipstick-marks-new-high-in-redrawing-item-as-a-luxury-product LV’s debut makeup collection joins top-end ranges by Dior and Hermès providing relatively accessible social status Extremely Expensive 8 Most Expensive Makeup Products That Are Worth The Splurge News Aggregation Team Thursday, August 21, 2025 1:00 am http://managersofwealth.com/article/120298/8-most-expensive-makeup-products-that-are-worth-the-splurge See the world's most expensive makeup products—including foundation, lipstick, and eyeshadow, among others—that are popular picks among the beauty-obsessed for good reason. Extremely Expensive Ralph Lauren's Ferrari F50 becomes most expensive ever sold in the world News Aggregation Team Wednesday, August 20, 2025 1:00 am http://managersofwealth.com/article/120290/ralph-laurenamp039s-ferrari-f50-becomes-most-expensive-ever-sold-in-the-world What sets Ralph Lauren’s Ferrari F50 apart is that it is just one-of-two US-spec, bright-yellow examples. Extremely Expensive Ronaldo just raised the bar for engagement rings – by 30 carats News Aggregation Team Friday, August 15, 2025 1:00 am http://managersofwealth.com/article/120190/ronaldo-just-raised-the-bar-for-engagement-rings-ampndash-by-30-carats Brett Afshar, founder of Queensmith, shares his take on the huge engagement ring seen on the finger of Ronaldo's now fiancée Extremely Expensive The Most Expensive Chardonnays of 2025 News Team Thursday, August 14, 2025 1:00 am http://managersofwealth.com/article/120187/the-most-expensive-chardonnays-of-2025 When it comes to this year's most expensive Chardonnays, there are few – if any – surprises. Extremely Expensive The 0.1% have hidden more wealth in offshore tax havens than half of humanity own News Aggregation Team Thursday, April 09, 2026 1:00 am http://managersofwealth.com/article/124359/the-01-have-hidden-more-wealth-in-offshore-tax-havens-than-half-of-humanity-own The super rich 0.1% have £2.68trn hidden in accounts registered abroad, while the 0.01% hold half of that amount. Research Tax instability driving two thirds of UK's ultra-wealthy to consider leaving, new research reveals News Team Wednesday, April 08, 2026 1:00 am http://managersofwealth.com/article/124334/tax-instability-driving-two-thirds-of-ukamp039s-ultra-wealthy-to-consider-leaving-new-research-reveals When asked what tax policies would attract them to relocate, only 18% of wealth creators cited 'lowest tax rates' as the most important factor. Research Update: Managing wealth through crisis and war News Team Wednesday, March 18, 2026 12:00 am http://managersofwealth.com/article/124003/update-managing-wealth-through-crisis-and-war How have markets responded to past geopolitical crises? What does this suggest for families' investment strategies? Research Brown Shipley: Entrepreneurs act early as tax changes approach News Aggregation Team Tuesday, March 10, 2026 12:00 am http://managersofwealth.com/article/123843/brown-shipley-entrepreneurs-act-early-as-tax-changes-approach The Budget confirmed that, from 6 April this year, dividend tax rates for basic and higher-rate taxpayers will increase by two percentage points. Research Women invest, but confidence holds them back, Rathbones study finds News Team Tuesday, March 10, 2026 12:00 am http://managersofwealth.com/article/123852/women-invest-but-confidence-holds-them-back-rathbones-study-finds Women are engaged and careful planners, but feel less confident taking investment decisions, Rathbones survey suggests Research UK Spring Statement 2026: Key analysis News Team Wednesday, March 04, 2026 12:00 am http://managersofwealth.com/article/123740/uk-spring-statement-2026-key-analysis We analyse the measures announced in the UK Spring Statement and how they could impact personal finances, investments and the wider economy. Research Why business owners’ biggest planning gap comes after the sale News Team Thursday, February 26, 2026 12:00 am http://managersofwealth.com/article/123655/why-business-ownersamprsquo-biggest-planning-gap-comes-after-the-sale The same data shows that 41% expect to sell within five years and another 20% within the following decade. Research Retaining talent and digital transformation are wealth managers’ top concerns News Aggregation Team Tuesday, January 27, 2026 12:00 am http://managersofwealth.com/article/123097/retaining-talent-and-digital-transformation-are-wealth-managersamprsquo-top-concerns WTW research highlights wealth managers top priorities and concerns for the coming year Research HSBC: Asia's Economy to Slow Due to Export, AI Worries News Aggregation Team Tuesday, January 20, 2026 12:00 am http://managersofwealth.com/article/122954/hsbc-asiaamp039s-economy-to-slow-due-to-export-ai-worries China will slow down from 4.9, 5 percent last year to about 4.6 percent this year, with deceleration anticipated elsewhere within the region Research The wealthy kids of property-rich U.K. parents get the highest-paying jobs, especially sons—and new research has revealed why News Aggregation Team Friday, January 16, 2026 12:00 am http://managersofwealth.com/article/122921/the-wealthy-kids-of-property-rich-uk-parents-get-the-highest-paying-jobs-especially-sonsampmdashand-new-research-has-revealed-why Now, new research shows that U.K. parents who reaped the rewards of the country’s housing boom three decades ago set their kids up for success down the line. Research New Report Reveals How The Ultra-Wealthy Will Travel In 2026 News Aggregation Team Tuesday, October 07, 2025 1:00 am http://managersofwealth.com/article/121154/new-report-reveals-how-the-ultra-wealthy-will-travel-in-2026 Findings show that high-net-worth individuals (HNWIs) are no longer satisfied with luxury for its own sake. Instead, they are pursuing exotic encounters, slowing down, and finding meaning. Executive Travel Summer Greetings From Greece’s Best-Kept Secret News Aggregation Team Monday, August 11, 2025 1:00 am http://managersofwealth.com/article/120107/summer-greetings-from-greeceamprsquos-best-kept-secret Not many tourists visit the island – compared to some other islands. Executive Travel How The Ultra-Rich Will Travel In 2025 News Aggregation Team Friday, September 13, 2024 1:00 am http://managersofwealth.com/article/114027/how-the-ultra-rich-will-travel-in-2025 Experts reveal that wealthy individuals are becoming more selective in their future travel plans. They aim to maximize the impact of their investment, prioritizing value over opulence. Executive Travel How HNWIs are elevating luxury travel experiences to extravagant new heights in 2024 News Aggregation Team Thursday, August 15, 2024 1:00 am http://managersofwealth.com/article/113473/how-hnwis-are-elevating-luxury-travel-experiences-to-extravagant-new-heights-in-2024 From ultra-exclusive travel companions to private island buyouts, the affluent are sparing no expense in their pursuit of unparalleled journeys. Executive Travel 7 Essential Destinations for Luxury Travel in 2024 News Aggregation Team Friday, July 05, 2024 1:00 am http://managersofwealth.com/article/112681/7-essential-destinations-for-luxury-travel-in-2024 Travelers should focus on strategic timing, currency exchange rates, and local promotions to maximize their budget while enjoying unparalleled indulgence. Executive Travel Tropical Living: 9 Warm Destinations to Escape the Winter News Team Monday, January 16, 2023 12:00 am http://managersofwealth.com/article/102458/tropical-living-9-warm-destinations-to-escape-the-winter These tropical, sandy, and sunny luxury locales offer a retreat from northern snow and ice Executive Travel Destination Aspen: Colorado’s Ski and Mountain Star News Team Monday, January 09, 2023 12:00 am http://managersofwealth.com/article/102316/destination-aspen-coloradoamprsquos-ski-and-mountain-star Aspen has it all—clean air, culture, designer shops and fine dining, and of course the world’s best skiing and outdoor pursuits. Read on to learn why Aspen is the “Beverly Hills of the mountains,” and take a glimpse of what’s Executive Travel Travellers opting for luxury penguin cruises News Aggregation Team Monday, December 19, 2022 12:00 am http://managersofwealth.com/article/102029/travellers-opting-for-luxury-penguin-cruises Cruising allows nature lovers to access remote areas and enjoy them in luxury accommodation from a small cruise ship which has minimal impact on the delicate environment. Executive Travel On Top of the World: Welcome to Sunny Isles Beach, Miami News Team Monday, October 31, 2022 12:00 am http://managersofwealth.com/article/101011/on-top-of-the-world-welcome-to-sunny-isles-beach-miami Set to redefine the Miami skyline, the two towers of The St. Regis Residences, Sunny Isles Beach, are an exquisite paradise Executive Travel The World’s Most Powerful Passports have the Least Travel Freedom News Team Wednesday, July 20, 2022 1:00 am http://managersofwealth.com/article/98919/the-worldamprsquos-most-powerful-passports-have-the-least-travel-freedom This figure is far behind the global trend where markets in Europe and North America have recovered to around 60% of pre-crisis travel mobility levels. Executive Travel Intesa Sanpaolo Supporting the Energy Transition in the US News Team Monday, March 16, 2026 12:00 am http://managersofwealth.com/article/123946/intesa-sanpaolo-supporting-the-energy-transition-in-the-us The transaction will support the development of Big Muddy, a 124 MWdc solar plant located in Jackson County, Illinois. Planet SOS Investor climate concern high, but lack awareness of what funds are doing News Team Thursday, February 12, 2026 12:00 am http://managersofwealth.com/article/123386/investor-climate-concern-high-but-lack-awareness-of-what-funds-are-doing The desire to invest in a responsible and sustainable way from consumers is still very much present. Planet SOS Citi Appointed as Depositary Bank for Siemens Energy AG’s ADR Program News Team Monday, February 02, 2026 12:00 am http://managersofwealth.com/article/123194/citi-appointed-as-depositary-bank-for-siemens-energy-agamprsquos-adr-program Our deep capital markets expertise and extensive global network enable us to facilitate seamless access to global capital markets for issuers like Siemens Energy. Planet SOS Schroders Greencoat signs strategic MoU with leading battery maker CATL and Lochpine Capital on battery storage in Europe News Team Monday, February 02, 2026 12:00 am http://managersofwealth.com/article/123200/schroders-greencoat-signs-strategic-mou-with-leading-battery-maker-catl-and-lochpine-capital-on-battery-storage-in-europe The collaboration seeks to leverage the parties’ collective expertise in green energy infrastructure and technology Planet SOS 5 must-watch sustainable investing trends for 2026 News Team Friday, January 23, 2026 12:00 am http://managersofwealth.com/article/123028/5-must-watch-sustainable-investing-trends-for-2026 The year began with President Donald Trump withdrawing the US from the Paris Agreement, an action he swiftly followed by revoking environmental subsidies and regulations. Planet SOS Sustainable Finance: The Swiss Army Knife of the Financial Market News Aggregation Team Friday, January 09, 2026 12:00 am http://managersofwealth.com/article/122783/sustainable-finance-the-swiss-army-knife-of-the-financial-market The European Green Deal, launched just a year later, ramped expectations up even further. Planet SOS Investec arranges £80 million investment loan for office-led St. Pancras Campus News Team Thursday, December 18, 2025 12:00 am http://managersofwealth.com/article/122528/investec-arranges-amppound80-million-investment-loan-for-office-led-st-pancras-campus The new three-year facility refinances a development loan provided by Investec in 2021, following W.RE’s successful delivery of the scheme in 2024. Planet SOS Transforming CO₂ into raw materials and decarbonising industries: an encounter with Sarah Lamaison, co-founder of Dioxycle News Team Wednesday, November 26, 2025 12:00 am http://managersofwealth.com/article/122109/transforming-co%E2%82%82-into-raw-materials-and-decarbonising-industries-an-encounter-with-sarah-lamaison-co-founder-of-dioxycle Backed by Breakthrough Energy, the fund owned by Bill Gates, Dioxycle embodies a new generation of scientific entrepreneurs who are committed to the decarbonisation of heavy industry. Planet SOS Strategic: Go sustainable News Team Friday, November 21, 2025 12:00 am http://managersofwealth.com/article/122005/strategic-go-sustainable These topics align with the priorities driving the global sustainability transition, where investment momentum has been building. Planet SOS Most Institutional Investors Maintain Positive Outlook for Sustainable Investments News Team Friday, November 21, 2025 12:00 am http://managersofwealth.com/article/122011/most-institutional-investors-maintain-positive-outlook-for-sustainable-investments Morgan Stanley’s 2025 Sustainable Signals survey shows asset managers and asset owners expect growth in allocations to sustainable investments, with climate adaptation and resilience growing in prominence. Planet SOS JTC is an Official Partner of Burj2Burj 2026 News Team Thursday, December 18, 2025 12:00 am http://managersofwealth.com/article/122526/jtc-is-an-official-partner-of-burj2burj-2026 Over the course of the weekend, there will be a variety of exciting events on and off the course, making it an unforgettable experience that JTC is proud to be part of. Health & Wellness Longevity and health span: a new frontier for ESG investing News Aggregation Team Wednesday, November 19, 2025 12:00 am http://managersofwealth.com/article/121966/longevity-and-health-span-a-new-frontier-for-esg-investing These centenarians tend their gardens, walk to see friends and share daily meals rich in vegetables and laughter. Health & Wellness Apex Group partners with Slice Sports to redefine institutional sports investing News Aggregation Team Friday, October 03, 2025 1:00 am http://managersofwealth.com/article/121104/apex-group-partners-with-slice-sports-to-redefine-institutional-sports-investing Slice combines operator experience with disciplined investment rigor to unlock unique opportunities across the global sports landscape. Health & Wellness What is mental wellbeing fatigue and how can we address this in the workplace? News Team Thursday, September 25, 2025 1:00 am http://managersofwealth.com/article/120940/what-is-mental-wellbeing-fatigue-and-how-can-we-address-this-in-the-workplace World Mental Health Day 2025 falls on 10 October and will focus on sharing experiences of mental health and providing the space for people to talk about it and raise awareness. Health & Wellness Standard Chartered tackles financial wellness in new marketing campaign News Team Monday, September 01, 2025 1:00 am http://managersofwealth.com/article/120453/standard-chartered-tackles-financial-wellness-in-new-marketing-campaign Full-funnel campaign approach pilots new AI and data tools to drive personalisation, leveraging creator content through influencer collaborations Health & Wellness ‘Vivabalance’ employee wellbeing strategy launched News Team Wednesday, July 30, 2025 1:00 am http://managersofwealth.com/article/119897/amplsquovivabalanceamprsquo-employee-wellbeing-strategy-launched It was important for us to ensure that Vivabalance complemented the existing Saffery Trust brand. Health & Wellness HSBC Opens Health and Wellness Center in Singapore News Aggregation Team Monday, July 28, 2025 1:00 am http://managersofwealth.com/article/119846/hsbc-opens-health-and-wellness-center-in-singapore The new center will exclusively serve HSBC customers undergoing medical underwriting for their HSBC Life Singapore polices. Health & Wellness Bridging the gap between wealth management and mental health News Team Friday, March 14, 2025 12:00 am http://managersofwealth.com/article/117377/bridging-the-gap-between-wealth-management-and-mental-health Maxine Lace talks about her learnings from working with clients in the front line at our latest Four Pillars of Capital dinner Health & Wellness The Power of One Voice Summit News Team Friday, February 28, 2025 12:00 am http://managersofwealth.com/article/117017/the-power-of-one-voice-summit The evidence is stark - too many youngsters are falling through the net and feel that they don't matter - and with good reason. Health & Wellness What are some of the current challenges for mental health in the workplace? News Team Tuesday, December 31, 2024 12:00 am http://managersofwealth.com/article/115790/what-are-some-of-the-current-challenges-for-mental-health-in-the-workplace In today’s corporate environment, the term "mental health" is increasingly being discussed Health & Wellness