Managers of Wealth
http://managersofwealth.com/
Sun, 12 Jul 2026 10:08:32 BSTpart of MediaG8way Group
http://managersofwealth.com/
http://managersofwealth.com/assets/images/logo.pngManagers of WealthKohanaPHPForbes Ranks Pence Wealth Management’s Laila Pence No. 1 Among Southern California Women AdvisorsNews Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125970/forbes-ranks-pence-wealth-managementamprsquos-laila-pence-no-1-among-southern-california-women-advisors
The firm specializes in serving high-net-worth individuals and families through integrated wealth planning and investment management strategies.Wealth and Asset ManagementAppleby’s James Glover shortlisted for citywealth future leaders awardNews TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125971/applebyamprsquos-james-glover-shortlisted-for-citywealth-future-leaders-award
Citywealth recognition highlights emerging leaders in the international private wealth sectorWealth and Asset ManagementFirst Financial Bankshares Renames Wealth Company to First Financial Wealth ManagementNews TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125972/first-financial-bankshares-renames-wealth-company-to-first-financial-wealth-management
The name change takes effect immediately and will be reflected across all communications, locations, and materials over the coming months.Wealth and Asset ManagementHSBC issues digitally native structured productNews Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125980/hsbc-issues-digitally-native-structured-product
Marketnode, an Asia-Pacific digital market infrastructure operator, acted as the tokenisation agent and digital paying agent.Wealth and Asset ManagementPrivate wealth specialist shortlisted as Crown Dependencies NextGen leaderNews Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125985/private-wealth-specialist-shortlisted-as-crown-dependencies-nextgen-leader
The accolade recognises rising stars working across the private client advisory professions in Guernsey, Jersey and the Isle of Man. Wealth and Asset ManagementQuilter partners with Plain Numbers to strengthen vulnerable customer communicationsNews TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125986/quilter-partners-with-plain-numbers-to-strengthen-vulnerable-customer-communications
The Plain Numbers Method is an evidence-based, extensively tested approach that can be applied across a wide range of customer communications. Wealth and Asset ManagementFINMA guidance on quantum computingNews TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125987/finma-guidance-on-quantum-computing
FINMA considers that action is needed in the risk management process of numerous institutions in order to continue to meet the requirements regarding operational risks and resilience.Wealth and Asset ManagementWealth advisers must navigate private market challengesNews Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125992/wealth-advisers-must-navigate-private-market-challenges
With existing private market infrastructure built for institutional investors, advisers of wealthy clients must develop a disciplined approach to succeedWealth and Asset ManagementAllspring and Pictet join CityHive’s ACT listNews Aggregation TeamThursday, July 09, 2026 1:00 am
http://managersofwealth.com/article/125942/allspring-and-pictet-join-cityhiveamprsquos-act-list
Total number of firms in the list reaches 42Wealth and Asset ManagementHK’s cross-boundary wealth management sees 9pc annual growth through 2030, Hui saysNews Aggregation TeamThursday, July 09, 2026 1:00 am
http://managersofwealth.com/article/125946/hkamprsquos-cross-boundary-wealth-management-sees-9pc-annual-growth-through-2030-hui-says
To sustain growth and attract more global capital to Hong Kong, Hui said the government introduced a bill to the Legislative Council on June 24 to enhance tax regimes for funds, single-family offices, and carried interest.Wealth and Asset ManagementGROW Digital Wealth Appoints Alan Lau as ChairmanNews Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125969/grow-digital-wealth-appoints-alan-lau-as-chairman
The company said Lau would help guide its strategy as it expands its AI-enabled platform.Executive MovesNew CEO for Anthos Fund & Asset Management News Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125973/new-ceo-for-anthos-fund-ampamp-asset-management
The appointment is still subject to approval by the Dutch Financial Markets Authority (AFM).Executive MovesJTC Announces Mid-year PromotionsNews TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125974/jtc-announces-mid-year-promotions
The promotions recognise strong performance, contribution to the Group’s success and commitment to professional development. Executive MovesNomura AM hires former Goldman Sachs client portfolio managerNews Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125979/nomura-am-hires-former-goldman-sachs-client-portfolio-manager
Richard Hastings will be responsible for coverage of the global dynamic bond fund, and the firm’s wider fixed income range.Executive MovesMirco Hager is the new CFO and member of the management board of Schwyzer Kantonalbank.News TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125982/mirco-hager-is-the-new-cfo-and-member-of-the-management-board-of-schwyzer-kantonalbank
Mirco Hager will assume the role of CFO and Head of Finance and Risk Management at SZKB no later than September 1, 2026.Executive MovesImpax Asset Management appoints Andrew Morris as Co-Head of Private Equity InfrastructureNews TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125991/impax-asset-management-appoints-andrew-morris-as-co-head-of-private-equity-infrastructure
Andrew brings more than two decades of infrastructure investing experience, spanning infrastructure, private equity and real assets.Executive MovesFocus Partners Australia appoints head of wealth advisoryNews Aggregation TeamThursday, July 09, 2026 1:00 am
http://managersofwealth.com/article/125941/focus-partners-australia-appoints-head-of-wealth-advisory
He joins the from Ord Minnett where he was state manager for Queensland and senior private wealth adviser.Executive MovesCanaccord Wealth co-CIO steps down amid chief investment office changesNews Aggregation TeamThursday, July 09, 2026 1:00 am
http://managersofwealth.com/article/125944/canaccord-wealth-co-cio-steps-down-amid-chief-investment-office-changes
Richard Champion has worked in financial services for 41 yearsExecutive MovesBellevue Asset Management gains experienced sales expertNews TeamThursday, July 09, 2026 1:00 am
http://managersofwealth.com/article/125948/bellevue-asset-management-gains-experienced-sales-expert
This addition to the team is part of the ongoing development of the global sales structure under the leadership of Florin BoetschiExecutive MovesRob Duarte Joins Investec as Private Client Business Development Lead in JerseyNews Aggregation TeamThursday, July 09, 2026 1:00 am
http://managersofwealth.com/article/125949/rob-duarte-joins-investec-as-private-client-business-development-lead-in-jersey
Rob will focus on building relationships with high-net-worth individuals, entrepreneurs, family offices and professional intermediaries, helping clients access Investec’s bespoke private banking, lending and wealth solutions.Executive MovesNavigating cross-border art transactions: legal and tax insights for collectorsNews TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125981/navigating-cross-border-art-transactions-legal-and-tax-insights-for-collectors
Art collectors face a range of legal challenges when transporting works internationally, many of which stem from the complex and sometimes inconsistent regulatory frameworks that govern cultural property across jurisdictions.Legal,Regulation,Tax & ComplianceFamilies could face £120,000 tax bill on inherited property under mooted CGT reformsNews TeamThursday, July 09, 2026 1:00 am
http://managersofwealth.com/article/125943/families-could-face-amppound120000-tax-bill-on-inherited-property-under-mooted-cgt-reforms
Rathbones warns proposed CGT reforms could hit families with a double tax burden on inherited wealth and add nearly £10,000 to investors' tax bills.Legal,Regulation,Tax & ComplianceMercer Claims Ex-Employee Took Client Info To New RoleNews Aggregation TeamThursday, July 09, 2026 1:00 am
http://managersofwealth.com/article/125963/mercer-claims-ex-employee-took-client-info-to-new-role
The RIA alleged that the former advisor emailed confidential client lists to a personal account before joining a competitor, resulting in $23 million in lost assets.Legal,Regulation,Tax & ComplianceYour injunction's reach is only as wide as its words – The Hong Kong Court of Final Appeal clarifies the limits of contempt liabilityNews TeamTuesday, July 07, 2026 1:00 am
http://managersofwealth.com/article/125902/your-injunctionamp039s-reach-is-only-as-wide-as-its-words-ampndash-the-hong-kong-court-of-final-appeal-clarifies-the-limits-of-contempt-liability
A defendant may be responsible for another person’s acts Legal,Regulation,Tax & ComplianceGibraltar shuts the door on millionaires worth less than £5mNews Aggregation TeamTuesday, July 07, 2026 1:00 am
http://managersofwealth.com/article/125906/gibraltar-shuts-the-door-on-millionaires-worth-less-than-amppound5m
The Rock tightens elite residency rules after applications surge post-BrexitLegal,Regulation,Tax & ComplianceAndy Burnham's Property Tax Reform: What High Net Worth Individuals Need to KnowNews TeamFriday, July 03, 2026 1:00 am
http://managersofwealth.com/article/125856/andy-burnhamamp039s-property-tax-reform-what-high-net-worth-individuals-need-to-know
His long-standing commitment to overhauling property and land taxation could have material consequences for those at the upper end of the market.Legal,Regulation,Tax & ComplianceHow to use offshore savings to cut inheritance tax like the wealthyNews Aggregation TeamMonday, June 29, 2026 1:00 am
http://managersofwealth.com/article/125751/how-to-use-offshore-savings-to-cut-inheritance-tax-like-the-wealthy
High earners are increasingly turning to offshore bonds to shield their estate from the taxmanLegal,Regulation,Tax & ComplianceFINMA concludes proceedings against Swiss Fund Management AG iL and BZ Berater Zentrum AG and enforces rules of conduct in the financial services sector.News TeamMonday, June 29, 2026 1:00 am
http://managersofwealth.com/article/125759/finma-concludes-proceedings-against-swiss-fund-management-ag-il-and-bz-berater-zentrum-ag-and-enforces-rules-of-conduct-in-the-financial-services-sector
To restore compliance and protect investors, FINMA ordered various measures. It revoked the authorization for Swiss Fund Management AG, currently in liquidation, to manage funds. Legal,Regulation,Tax & CompliancePIMFA publishes new guidance to help firms prevent and address non-financial misconductNews TeamThursday, June 25, 2026 1:00 am
http://managersofwealth.com/article/125700/pimfa-publishes-new-guidance-to-help-firms-prevent-and-address-non-financial-misconduct
The guide has been developed in partnership with the Chartered Insurance Institute (CII), the Chartered Institute for Securities & Investment (CISI) and law firm Clyde & Co.Legal,Regulation,Tax & CompliancePatriotic Millionaires urge wealthy Britons to pay more taxNews Aggregation TeamThursday, June 25, 2026 1:00 am
http://managersofwealth.com/article/125714/patriotic-millionaires-urge-wealthy-britons-to-pay-more-tax
Patriotic Millionaires UK are targeting affluent London homes with postcards urging the wealthy to back higher taxesLegal,Regulation,Tax & ComplianceOWIN26: As-a-Service and AI to Transform Complexity into EfficiencyNews TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125975/owin26-as-a-service-and-ai-to-transform-complexity-into-efficiency
In this context, technology investments have grown significantly in recent years, broadly in line with the increase in assets under management.FinTechBroadridge’s Distributed Ledger Repo Processes $7.5 Trillion in June News TeamTuesday, July 07, 2026 1:00 am
http://managersofwealth.com/article/125905/broadridgeamprsquos-distributed-ledger-repo-processes-75-trillion-in-june
June 2026 ADV reaches $357 billion; DLR market data now available to Bloomberg Terminal subscribersFinTechOndo Finance Launches First-Ever Custodial Tokenized Securities in the U.S., Broadridge Partners to Integrate World Class GovernanceNews TeamFriday, July 03, 2026 1:00 am
http://managersofwealth.com/article/125848/ondo-finance-launches-first-ever-custodial-tokenized-securities-in-the-us-broadridge-partners-to-integrate-world-class-governance
Under this model, which closely follows the SEC’s third-party custodial model, the underlying shares never leave the traditional U.S. regulated custody chain.FinTechJeff Bezos' family office backed five AI startups in JuneNews Aggregation TeamFriday, July 03, 2026 1:00 am
http://managersofwealth.com/article/125851/jeff-bezosamp039-family-office-backed-five-ai-startups-in-june
Bezos Expeditions participated in five megarounds, including a $12 billion Series B for Prometheus, the physical AI startup that counts Bezos as a cofounder and co-CEO.FinTechPrivate Banking Clients Trust AI and Protect Their Wealth Against a More Unstable WorldNews Aggregation TeamThursday, July 02, 2026 1:00 am
http://managersofwealth.com/article/125830/private-banking-clients-trust-ai-and-protect-their-wealth-against-a-more-unstable-world
A Deutsche Bank Private Bank study reveals how private banking and wealthy clients adjust investment strategies in the face of geopolitical instability and global structural changes.FinTechWealthAi and Flanks team up to solve wealth management's costly data problemNews TeamThursday, July 02, 2026 1:00 am
http://managersofwealth.com/article/125842/wealthai-and-flanks-team-up-to-solve-wealth-managementamp039s-costly-data-problem
The result is fragmented information and labour-intensive manual processes to upload, reconcile and validate data across multiple formats and sources - from PDFs and bank statements to spreadsheets. FinTechWealthArc adds crypto assets to its data platformNews TeamThursday, July 02, 2026 1:00 am
http://managersofwealth.com/article/125843/wealtharc-adds-crypto-assets-to-its-data-platform
The result is consolidated, actionable data that wealth managers can act on with confidence, regardless of whether holdings are traditional or digital.FinTechCan technology regain its poise?News TeamTuesday, June 30, 2026 1:00 am
http://managersofwealth.com/article/125775/can-technology-regain-its-poise
Technology shares came under renewed pressure last week as investors questioned the durability of AI-related capital spending after a strong rally.FinTechSEI Canada Makes Changes in Risk RatingsNews TeamTuesday, June 30, 2026 1:00 am
http://managersofwealth.com/article/125795/sei-canada-makes-changes-in-risk-ratings
No changes were made to the investment objectives or strategies of the fund.FinTechSEI Expands SEC-Registered Transfer AgencyNews TeamTuesday, June 30, 2026 1:00 am
http://managersofwealth.com/article/125796/sei-expands-sec-registered-transfer-agency
Envision Provides Core Technology to Support Traditional and Alternative Asset Managers with Registered Fund ServicesFinTechRegulations are barrier to family office investment in cryptoNews Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125978/regulations-are-barrier-to-family-office-investment-in-crypto
The findings, spanning 16 jurisdictions including major hubs such as the UK, US, UAE, Singapore, Switzerland, and Hong Kong, highlight a structural tension. Family OfficeFamily offices must prepare to shift from dictatorship to democracyNews Aggregation TeamThursday, July 09, 2026 1:00 am
http://managersofwealth.com/article/125957/family-offices-must-prepare-to-shift-from-dictatorship-to-democracy
Switching from benevolent dictatorship of running a business, towards an inclusive long-term approach for wealth preservation and philanthropy, can prove challengingFamily OfficeFamily offices enter a new era for womenNews Aggregation TeamWednesday, July 08, 2026 1:00 am
http://managersofwealth.com/article/125920/family-offices-enter-a-new-era-for-women
As governance, succession and next-generation engagement move up the agenda, women are playing a bigger role in how wealthy families prepare for the futureFamily OfficeFamily Offices Are Shifting From Investment Platforms To Governance InstitutionsNews Aggregation TeamWednesday, July 08, 2026 1:00 am
http://managersofwealth.com/article/125929/family-offices-are-shifting-from-investment-platforms-to-governance-institutions
The core objective is expanding from maximizing returns to preserving both financial capital and the decision-making systems that allow wealth to endure across generations.Family OfficeBBVA Launches Independent Multi-Family Office Service for Fortunes Between 30 and 300 Million EurosNews TeamFriday, July 03, 2026 1:00 am
http://managersofwealth.com/article/125859/bbva-launches-independent-multi-family-office-service-for-fortunes-between-30-and-300-million-euros
The service starts with a team of 10 senior professionals, each with more than 20 years of experience.Family OfficeWhy Family Offices Are Taking A More Global Approach To TalentNews Aggregation TeamWednesday, July 01, 2026 1:00 am
http://managersofwealth.com/article/125813/why-family-offices-are-taking-a-more-global-approach-to-talent
This shift is being driven by diversified investment strategies, growing global operations, and the need for specialist expertise that no single market can reliably provide.Family OfficeBBVA launches a multi-family office service for large fortunes of up to 300 millionNews TeamWednesday, July 01, 2026 1:00 am
http://managersofwealth.com/article/125818/bbva-launches-a-multi-family-office-service-for-large-fortunes-of-up-to-300-million
BBVA launches in Spain an independent multi-family office for fortunes of 30 to 300 million, with fixed fees and focus on family governance.Family OfficeWhat makes Guernsey such a strategic jurisdiction for Middle East family offices?News TeamWednesday, July 01, 2026 1:00 am
http://managersofwealth.com/article/125934/what-makes-guernsey-such-a-strategic-jurisdiction-for-middle-east-family-offices
Next-generation leaders increasingly expect professional governance, global diversification, and alignment with family values.Family OfficeNassef Sawiris' Family Office Makes €866.6 Million Bid for OCI GlobalNews Aggregation TeamMonday, June 29, 2026 1:00 am
http://managersofwealth.com/article/125771/nassef-sawirisamp039-family-office-makes-ampeuro8666-million-bid-for-oci-global
The proposed buyout is intended to revive OCI Global's planned merger with Orascom Construction.Family OfficeFamily Offices Turning to “Purpose of Wealth” to Prepare the Next Generation, New AlTi Tiedemann Global and Campden Wealth Research FindsNews TeamMonday, June 29, 2026 1:00 am
http://managersofwealth.com/article/125772/family-offices-turning-to-ampldquopurpose-of-wealthamprdquo-to-prepare-the-next-generation-new-alti-tiedemann-global-and-campden-wealth-research-finds
Early data from the 2026 AlTi Tiedemann Global and Campden Wealth Family Office Operational Excellence Report shows that defining the purpose of wealth is rapidly becoming a top priority among family officesFamily OfficeGiorgio Van den Borre on how Golden Goose is redefining luxury in APAC through human connectionNews Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125976/giorgio-van-den-borre-on-how-golden-goose-is-redefining-luxury-in-apac-through-human-connection
Fresh off a flight into Jakarta to celebrate the opening of the brand’s very first direct Indonesian boutiqueLuxurySecondhand Rolex market boosted by softer gold pricesNews Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125983/secondhand-rolex-market-boosted-by-softer-gold-prices
Data from the Bloomberg Subdial Watch Index showed that prices of many pre-owned gold Rolex watches have either flattened or declined since April as gold retreated from record highs.LuxuryDestination Retail Is Redefining Luxury’s Summer PlaybookNews Aggregation TeamWednesday, July 08, 2026 1:00 am
http://managersofwealth.com/article/125932/destination-retail-is-redefining-luxuryamprsquos-summer-playbook
Today, some of the most valuable real estate isn’t found on Bond Street, Avenue Montaigne or Via Montenapoleone.LuxuryThe Diamond Market: Smaller Stones Are Getting More Expensive, While Larger Ones News Aggregation TeamWednesday, July 08, 2026 1:00 am
http://managersofwealth.com/article/125939/the-diamond-market-smaller-stones-are-getting-more-expensive-while-larger-ones
Are Getting Cheaper The global diamond market continued to show mixed trends in June: prices for smaller stones continued to rise, while prices for one-carat diamonds fell.LuxurySingapore, Zurich and Monaco top costliest cities for luxury spendingNews Aggregation TeamTuesday, July 07, 2026 1:00 am
http://managersofwealth.com/article/125898/singapore-zurich-and-monaco-top-costliest-cities-for-luxury-spending
Zurich climbed to second place, edging out London, while Monaco entered the top three for the first time since the survey began in 2020LuxuryRH London opens as city stakes another claim for high-net-worth shopper attentionNews Aggregation TeamTuesday, July 07, 2026 1:00 am
http://managersofwealth.com/article/125913/rh-london-opens-as-city-stakes-another-claim-for-high-net-worth-shopper-attention
It’s billed as a gallery but one that includes fine dining, and the company is at pains to point out that it stands at the “global epicentre of luxury and design between the fashion houses of new Bond Street and the legendary bespoke tailors oLuxuryMarriott debunks Gen Z myths in new luxury travel studyNews Aggregation TeamFriday, July 03, 2026 1:00 am
http://managersofwealth.com/article/125864/marriott-debunks-gen-z-myths-in-new-luxury-travel-study
Rather than viewing Gen Z as a single traveller segment, the report identifies four distinct traveller profiles with different travel motivations, spending priorities and behaviours.LuxuryEY Luxury Client Index 2026 – Swiss luxury consumers embrace tradition and new business modelsNews TeamWednesday, July 01, 2026 1:00 am
http://managersofwealth.com/article/125808/ey-luxury-client-index-2026-ampndash-swiss-luxury-consumers-embrace-tradition-and-new-business-models
At the same time, new business models, exclusive customer experiences and AI-supported personalization are changing the way consumers interact with luxury brands.LuxuryFront Office: Brent NealeNews Aggregation TeamTuesday, June 30, 2026 1:00 am
http://managersofwealth.com/article/125779/front-office-brent-neale
The jewelry designer takes us inside her new headquarters in a building fit for the Astors.LuxuryLVMH and Accor's Orient Express sets its sights on new tech billionaire classNews Aggregation TeamMonday, June 29, 2026 1:00 am
http://managersofwealth.com/article/125749/lvmh-and-accoramp039s-orient-express-sets-its-sights-on-new-tech-billionaire-class
Shuttling across the French and Italian Riviera, Orient Express's first giant yacht aims to attract a new class of billionaire.LuxuryBillionaire MacKenzie Scott just donated $20 million to support America’s youth mental health, as a fifth of teens struggle with suicidal thoughtsNews Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125990/billionaire-mackenzie-scott-just-donated-20-million-to-support-americaamprsquos-youth-mental-health-as-a-fifth-of-teens-struggle-with-suicidal-thoughts
And her giving spree shows no signs of slowing down anytime soon, despite having donated nearly half of her net worth. Extremely WealthyThe Arnault family is once again France’s wealthiest familyNews Aggregation TeamThursday, July 09, 2026 1:00 am
http://managersofwealth.com/article/125960/the-arnault-family-is-once-again-franceamprsquos-wealthiest-family
Bernard Arnault, who became the majority shareholder of Challenges in late 2025, has thus regained the top spot in this ranking, which he had held since 2017. Extremely WealthyWhy Young Millionaires and the Ultra-Wealthy Are Buying More Real Estate: 4 Affordable High-Yield REITs to Buy NowNews Aggregation TeamWednesday, July 08, 2026 1:00 am
http://managersofwealth.com/article/125926/why-young-millionaires-and-the-ultra-wealthy-are-buying-more-real-estate-4-affordable-high-yield-reits-to-buy-now
By the end of 2035, nearly two-thirds of wealthy families are expected to have transferred inherited assets, making this one of the largest wealth shifts in modern history.Extremely WealthyMichael Dell becomes world’s fifth-richest person after $72B AI-fueled wealth surgeNews Aggregation TeamMonday, July 06, 2026 1:00 am
http://managersofwealth.com/article/125878/michael-dell-becomes-worldamprsquos-fifth-richest-person-after-72b-ai-fueled-wealth-surge
Dell's fortune has been fueled by a roughly 225% surge in Dell Technologies' share price this year, lifting the company's market value to about $281 billionExtremely WealthyJeff Bezos Is Pouring Money Into a Startup That Could Drive ‘Civilizational Wealth’News Aggregation TeamMonday, July 06, 2026 1:00 am
http://managersofwealth.com/article/125889/jeff-bezos-is-pouring-money-into-a-startup-that-could-drive-amplsquocivilizational-wealthamprsquo
Bezos Expeditions is now the most active family office investor of 2026 with eight direct investments in private companies year to date. Extremely WealthyRicky Rich: Razon breaks Henry Sy’s 8-year wealth recordNews Aggregation TeamWednesday, July 01, 2026 1:00 am
http://managersofwealth.com/article/125804/ricky-rich-razon-breaks-henry-syamprsquos-8-year-wealth-record
Razon and 13 other ultra-bilyonaryos on Forbes’ list of 3,370 billionaires worldwide had a combined net worth of $43.9 billion.Extremely WealthyCristiano Ronaldo is soccer’s first-ever billionaire: He went from begging for burgers outside McDonald’s to landing a $400 million contractNews Aggregation TeamMonday, June 29, 2026 1:00 am
http://managersofwealth.com/article/125754/cristiano-ronaldo-is-socceramprsquos-first-ever-billionaire-he-went-from-begging-for-burgers-outside-mcdonaldamprsquos-to-landing-a-400-million-contract
ut he also recently reached another milestone: becoming the sport's first-ever billionaire.Extremely WealthyBillionaire kids encourage parents to give away wealth faster: Giving Pledge leaderNews Aggregation TeamMonday, June 29, 2026 1:00 am
http://managersofwealth.com/article/125765/billionaire-kids-encourage-parents-to-give-away-wealth-faster-giving-pledge-leader
A recent report also highlighted growing tensions within wealthy families over how and when to give, describing it as a potential 'reckoning' for philanthropy as younger generations gain influence over decision-making.Extremely WealthyAltrata's World Ultra Wealth Report 2026 Reveals a $26 Trillion Investable Asset Opportunity as the Global Ultra Wealthy Population Hits an All-Time HighNews TeamWednesday, June 24, 2026 1:00 am
http://managersofwealth.com/article/125670/altrataamp039s-world-ultra-wealth-report-2026-reveals-a-26-trillion-investable-asset-opportunity-as-the-global-ultra-wealthy-population-hits-an-all-time-high
The report finds that the global UHNW population has reached a new all-time high of 556,850 individuals, growing by 14.4% in 2025, the strongest annual expansion since 2017. Extremely WealthyHong Kong Ultra-Wealthy Population Surges 26% in 2025, Altrata Report Shows News Aggregation TeamWednesday, June 24, 2026 1:00 am
http://managersofwealth.com/article/125682/hong-kong-ultra-wealthy-population-surges-26-in-2025-altrata-report-shows
The findings were published Tuesday in the 14th edition of the firm's World Ultra Wealth Report. Extremely WealthySt James’s Place tumbles as partner firm Sovereign Wealth said to be eyeing exitNews Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125977/st-jamesamprsquos-place-tumbles-as-partner-firm-sovereign-wealth-said-to-be-eyeing-exit
According to its website, Sovereign Wealth has around £3bn of funds under management and a network of more than 50 advisers around the UK.Comment & AnalysisWith more people and larger fortunes, the UHNW wealth transfer takes on new complexityNews Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125988/with-more-people-and-larger-fortunes-the-uhnw-wealth-transfer-takes-on-new-complexity
Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors.Comment & AnalysisSotheby’s Is Adapting to a Softer Wine Market by Selling Access and Experiences—Not Just BottlesNews Aggregation TeamThursday, July 09, 2026 1:00 am
http://managersofwealth.com/article/125945/sothebyamprsquos-is-adapting-to-a-softer-wine-market-by-selling-access-and-experiencesampmdashnot-just-bottles
The speculative boom has faded, estimates have become more realistic, and collectors who once competed aggressively for rare Burgundy and Bordeaux wines are taking their timeComment & AnalysisThe future of wealth belongs to women: finding fiduciaries to meet the momentNews TeamThursday, July 09, 2026 1:00 am
http://managersofwealth.com/article/125947/the-future-of-wealth-belongs-to-women-finding-fiduciaries-to-meet-the-moment
To meet this moment, fiduciaries must close the service gap with a relational model that blends technical excellence with empathy, inclusion and education.Comment & AnalysisTokenisation holds potential to unlock £33bn annual boost to UK economy by 2035News TeamThursday, July 09, 2026 1:00 am
http://managersofwealth.com/article/125964/tokenisation-holds-potential-to-unlock-amppound33bn-annual-boost-to-uk-economy-by-2035
The report concludes that tokenisation is often too narrowly considered as a ‘niche financial technology’, but its true value is that it can enable a fundamental shift in how money, assets and information move.Comment & AnalysisMajority still favour passing on wealth despite inheritance disputesNews Aggregation TeamWednesday, July 08, 2026 1:00 am
http://managersofwealth.com/article/125917/majority-still-favour-passing-on-wealth-despite-inheritance-disputes
Many have also seen more serious disagreements escalate into formal legal disputes.Comment & AnalysisBillionaire John Arnold has already donated nearly half his wealth. Now he’s funding a hunt for the health risks of sports betting.News Aggregation TeamWednesday, July 08, 2026 1:00 am
http://managersofwealth.com/article/125925/billionaire-john-arnold-has-already-donated-nearly-half-his-wealth-now-heamprsquos-funding-a-hunt-for-the-health-risks-of-sports-betting
But now Arnold Ventures, the foundation founded by the Arnolds, is going after an unsuspecting cause: sports betting. Comment & AnalysisZurich second most expensive city in world for the wealthyNews Aggregation TeamWednesday, July 08, 2026 1:00 am
http://managersofwealth.com/article/125935/zurich-second-most-expensive-city-in-world-for-the-wealthy
Zurich climbed three places compared with last year, according to the latest Julius Bär Lifestyle Index. Comment & AnalysisCembra simplifies management structureNews TeamTuesday, July 07, 2026 1:00 am
http://managersofwealth.com/article/125907/cembra-simplifies-management-structure
This change supports effective management and disciplined execution, while maintaining a strong focus on risk management and clear control responsibilities.Comment & AnalysisFrom pro footballer to sustainable biochemical entrepreneur: a conversation with Mathieu FlaminiNews TeamTuesday, July 07, 2026 1:00 am
http://managersofwealth.com/article/125915/from-pro-footballer-to-sustainable-biochemical-entrepreneur-a-conversation-with-mathieu-flamini
Today, Mathieu Flamini is Chief Executive Officer (CEO) of GFBiochemicals, which is working to develop bio-based alternatives to fossil-derived chemicals. Comment & AnalysisBillionaire Isha Ambani shows off the most expensive Birkin bag ever – wait 'til you see itNews Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125984/billionaire-isha-ambani-shows-off-the-most-expensive-birkin-bag-ever-ampndash-wait-amp039til-you-see-it
Billionaire Isha Ambani answered that question when she wore the exact one during Paris Haute Couture Fashion Week.Extremely ExpensiveMost expensive cities in the world 2026: No US city among top 10; Singapore spends the mostNews Aggregation TeamFriday, July 10, 2026 1:00 am
http://managersofwealth.com/article/125989/most-expensive-cities-in-the-world-2026-no-us-city-among-top-10-singapore-spends-the-most
Most expensive cities for luxury spending and living: Dubai slipped to 14th place in the annual report by Swiss wealth manager Julius Baer Group Ltd.Extremely ExpensivePatek Philippe Watch Could Fetch $1.6M at Christie’s SaleNews Aggregation TeamWednesday, May 27, 2026 1:00 am
http://managersofwealth.com/article/125170/patek-philippe-watch-could-fetch-16m-at-christieamprsquos-sale
The piece, one of only two known samples, will feature at the June 12 Important Watches auction, Christie’s said last week.Extremely ExpensiveThe Most Expensive Jean-Michel Basquiat Works Ever Sold at AuctionNews Aggregation TeamMonday, May 11, 2026 1:00 am
http://managersofwealth.com/article/124864/the-most-expensive-jean-michel-basquiat-works-ever-sold-at-auction
That year, a discussion between Geldzahler and the artist published in Interview magazine limned the now-famous key elements of Basquiat’s work: royalty, heroism, and the streets. Extremely ExpensiveElon Musk May Have His Eye on a $300 Million Miami Beach MegamansionNews Aggregation TeamWednesday, May 06, 2026 1:00 am
http://managersofwealth.com/article/124810/elon-musk-may-have-his-eye-on-a-300-million-miami-beach-megamansion
The under-construction compound on North Bay Road was recently on the market for for $169 million. Extremely ExpensiveLuxury or necessity? Pet owners pay tens of thousands to fly on Singapore's first airline for animalsNews Aggregation TeamWednesday, 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 ExpensiveManhattan Apartment Rents for a Staggering $95,000 a Month—After 2-Hour Bidding FrenzyNews Aggregation TeamWednesday, 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 ExpensiveSee the world's most expensive luxury watchesNews Aggregation TeamFriday, December 12, 2025 12:00 am
http://managersofwealth.com/article/122426/see-the-worldamp039s-most-expensive-luxury-watches
Revealing the priciest timepieces of all timeExtremely ExpensiveWorld's most expensive coffee goes on sale in Dubai at $1,000 a cupNews Aggregation TeamMonday, 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 ExpensiveThis Is The Most Expensive State To Drive An EV In (And It's Not Even Close)News Aggregation TeamMonday, 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 ExpensiveHigh wealth isn’t a shield from inflation, so what’s driving up costs for HNW lifestyles?News Aggregation TeamWednesday, July 08, 2026 1:00 am
http://managersofwealth.com/article/125927/high-wealth-isnamprsquot-a-shield-from-inflation-so-whatamprsquos-driving-up-costs-for-hnw-lifestyles
New report shines a light on wealthy population and reveals where their living costs are highest.ResearchNew guide urges wealthy investors to define goals to maximise impactNews Aggregation TeamTuesday, May 26, 2026 1:00 am
http://managersofwealth.com/article/125142/new-guide-urges-wealthy-investors-to-define-goals-to-maximise-impact
Wealthy investors often fall short on impact ambitions because they fail to define their goals clearly from the beginning, according to a new guide from leading academic and impact finance institutions.ResearchNatWest Group commits £20 billion to drive growth across the North of England over next decadeNews TeamWednesday, May 20, 2026 1:00 am
http://managersofwealth.com/article/125053/natwest-group-commits-amppound20-billion-to-drive-growth-across-the-north-of-england-over-next-decade
The £20 billion ambition will support investment in areas that underpin regional growth and resilience, including energy, transport, infrastructure, regeneration and housing. ResearchDeutsche Bank and the Sutton Trust launch research on widening access for young people in banking and financeNews TeamTuesday, May 19, 2026 1:00 am
http://managersofwealth.com/article/125032/deutsche-bank-and-the-sutton-trust-launch-research-on-widening-access-for-young-people-in-banking-and-finance
The findings also reinforce an important message for the financial services industry: widening access must be accompanied by clear, supported routes to progression. ResearchReclaiming Advisor Time: Practical Integration and Personalization for Modern Wealth ManagementNews Aggregation TeamWednesday, May 13, 2026 1:00 am
http://managersofwealth.com/article/124915/reclaiming-advisor-time-practical-integration-and-personalization-for-modern-wealth-management
Practical integration streamlines operations and positions firms to add new capabilities without compounding complexity.ResearchThree-quarters of UK millionaires would be happy to pay more tax, research findsNews Aggregation TeamWednesday, May 13, 2026 1:00 am
http://managersofwealth.com/article/124922/three-quarters-of-uk-millionaires-would-be-happy-to-pay-more-tax-research-finds
Despite concerns super-rich are leaving due to tax burdens, 88% of those surveyed were proud to live in UK and would pay more to fund public servicesResearchInvoice redirection scams – pause before you payNews TeamThursday, May 07, 2026 1:00 am
http://managersofwealth.com/article/124836/invoice-redirection-scams-ampndash-pause-before-you-pay
Our fraud team experts Stuart Skinner and Nicholas Elliot explain how to be prepared and aware of the invoice redirection scams targeting the wealthy.ResearchBudget-driven tax changes spur young wealthy Britons to double down on smarter financial planningNews TeamWednesday, April 29, 2026 1:00 am
http://managersofwealth.com/article/124716/budget-driven-tax-changes-spur-young-wealthy-britons-to-double-down-on-smarter-financial-planning
In response to changes announced in the 2025 Autumn Budget and broader tax changes, this younger demographic is acting far more quickly than their older counterparts. ResearchHow to Use Charitable Giving as Part of Your Philanthropy StrategyNews TeamTuesday, April 28, 2026 1:00 am
http://managersofwealth.com/article/124678/how-to-use-charitable-giving-as-part-of-your-philanthropy-strategy
That’s a welcome lifeline for many charities, as the number of regular donations is falling amid a cost-of-living crisis and lack of interest.ResearchConfidence and Education Gap, not access, is the biggest barrier to investing in Investment Trusts in the UKNews TeamMonday, April 27, 2026 1:00 am
http://managersofwealth.com/article/124667/confidence-and-education-gap-not-access-is-the-biggest-barrier-to-investing-in-investment-trusts-in-the-uk
The survey of more than 2,000 UK adults reveals a stark divide in financial literacy and confidence between investors and cash savers. ResearchNew Report Reveals How The Ultra-Wealthy Will Travel In 2026News Aggregation TeamTuesday, 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 TravelSummer Greetings From Greece’s Best-Kept SecretNews Aggregation TeamMonday, 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 TravelHow The Ultra-Rich Will Travel In 2025News Aggregation TeamFriday, 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 TravelHow HNWIs are elevating luxury travel experiences to extravagant new heights in 2024News Aggregation TeamThursday, 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 Travel7 Essential Destinations for Luxury Travel in 2024News Aggregation TeamFriday, 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 TravelTropical Living: 9 Warm Destinations to Escape the WinterNews TeamMonday, 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 iceExecutive TravelDestination Aspen: Colorado’s Ski and Mountain StarNews TeamMonday, 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’sExecutive TravelTravellers opting for luxury penguin cruisesNews Aggregation TeamMonday, 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 TravelOn Top of the World: Welcome to Sunny Isles Beach, MiamiNews TeamMonday, 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 paradiseExecutive TravelThe World’s Most Powerful Passports have the Least Travel FreedomNews TeamWednesday, 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 TravelFrom extraction to regeneration: transforming our economy around natureNews TeamMonday, July 06, 2026 1:00 am
http://managersofwealth.com/article/125877/from-extraction-to-regeneration-transforming-our-economy-around-nature
In the Mediterranean, these interconnected forces are particularly visible, shaping the region’s long-term resilience and competitiveness.Planet SOSDeutsche Bank advances Mekong Capital’s impact fund backed by the Green Climate FundNews TeamFriday, July 03, 2026 1:00 am
http://managersofwealth.com/article/125863/deutsche-bank-advances-mekong-capitalamprsquos-impact-fund-backed-by-the-green-climate-fund
GCF is the world’s climate fund for developing countries, mobilising capital at scale, strengthening institutions and driving transformative change through its global partnerships. Planet SOSSustainability and Climate Report 2025: Migros Bank strengthens the financial literacy of its customersNews TeamFriday, June 19, 2026 1:00 am
http://managersofwealth.com/article/125615/sustainability-and-climate-report-2025-migros-bank-strengthens-the-financial-literacy-of-its-customers
Migros Bank is actively committed to a sustainable future and made further progress last year.Planet SOSEcofy Secures USD 15 Million from Mirova to Scale Rooftop Solar and E-Mobility FinancingNews TeamMonday, June 08, 2026 1:00 am
http://managersofwealth.com/article/125364/ecofy-secures-usd-15-million-from-mirova-to-scale-rooftop-solar-and-e-mobility-financing
In just three years, the company has scaled to serve over 130,000 customers, with a strong pan-India presence across 26 states and more than 500 cities. Planet SOSEIB reaches first agreement with UN Green Climate FundNews TeamFriday, June 05, 2026 1:00 am
http://managersofwealth.com/article/125349/eib-reaches-first-agreement-with-un-green-climate-fund
The GCF is investing the sum in the GGBI Fund, a public‑private investment vehicle with a target size of €3 billion, which will be run by Amundi, Europe’s largest asset manager.Planet SOSEnergy security in focus: how today’s crisis is reshaping the energy transitionNews TeamThursday, May 21, 2026 1:00 am
http://managersofwealth.com/article/125078/energy-security-in-focus-how-todayamprsquos-crisis-is-reshaping-the-energy-transition
Regions that are light on oil and gas are accelerating electrification, renewables, and energy storage to build resilience. Planet SOSIntesa Sanpaolo Supporting the Energy Transition in the USNews TeamMonday, 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 SOSInvestor climate concern high, but lack awareness of what funds are doingNews TeamThursday, 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 SOSCiti Appointed as Depositary Bank for Siemens Energy AG’s ADR ProgramNews TeamMonday, 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 SOSSchroders Greencoat signs strategic MoU with leading battery maker CATL and Lochpine Capital on battery storage in EuropeNews TeamMonday, 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 technologyPlanet SOSHSBC and IHH tie wealth banking to health as longevity demand risesNews TeamMonday, June 29, 2026 1:00 am
http://managersofwealth.com/article/125773/hsbc-and-ihh-tie-wealth-banking-to-health-as-longevity-demand-rises
Clients risk spending later years with chronic disease, making healthspan the true measure of retirement readiness.Health & WellnessJTC is an Official Partner of Burj2Burj 2026 News TeamThursday, 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 & WellnessLongevity and health span: a new frontier for ESG investingNews Aggregation TeamWednesday, 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 & WellnessApex Group partners with Slice Sports to redefine institutional sports investingNews Aggregation TeamFriday, 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 & WellnessWhat is mental wellbeing fatigue and how can we address this in the workplace?News TeamThursday, 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 & WellnessStandard Chartered tackles financial wellness in new marketing campaignNews TeamMonday, 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 collaborationsHealth & Wellness‘Vivabalance’ employee wellbeing strategy launchedNews TeamWednesday, 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 & WellnessHSBC Opens Health and Wellness Center in SingaporeNews Aggregation TeamMonday, 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 & WellnessBridging the gap between wealth management and mental healthNews TeamFriday, 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 dinnerHealth & WellnessThe Power of One Voice SummitNews TeamFriday, 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