Managers of Wealth http://managersofwealth.com/ Fri, 31 Jul 2026 06:44:47 BST part of MediaG8way Group http://managersofwealth.com/ http://managersofwealth.com/assets/images/logo.png Managers of Wealth KohanaPHP Record 1 in 3 Dollars Flow into Private Equity Among Ultra-High-Net-Worth Investment Portfolios in Q2 2026 News Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126327/record-1-in-3-dollars-flow-into-private-equity-among-ultra-high-net-worth-investment-portfolios-in-q2-2026 TIGER 21 Member portfolios see private equity widen lead over real estate to a record margin, while cash and equivalents fall to their lowest level recorded by the peer learning network Wealth and Asset Management Forces driving the institutionalisation of UK wealth management News Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126328/forces-driving-the-institutionalisation-of-uk-wealth-management Wealth management is becoming increasingly institutionalised. We examine the key trends driving this shift and what it means for firms and clients. Wealth and Asset Management Half year results for the six months ended 30 June 2026 News Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126329/half-year-results-for-the-six-months-ended-30-june-2026 Solely for the use of members of the media and should not be relied upon by personal investors, financial advisers or institutional investors. Wealth and Asset Management Investcorp Invests in Berger Financial Group News Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126330/investcorp-invests-in-berger-financial-group Berger’s management team and financial advisors will continue to be significant owners in the business alongside Investcorp. Wealth and Asset Management LGT Capital Partners prices Legato IV at EUR 405 million News Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126331/lgt-capital-partners-prices-legato-iv-at-eur-405-million The deal reached a transaction size of EUR 405 million, bringing the total AuM managed through the platform to EUR 1.8 billion. Wealth and Asset Management The broadening of Swiss stocks appeal News Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126334/the-broadening-of-swiss-stocks-appeal This shift could benefit Switzerland’s healthcare and financial firms, two sectors that dominate its largest stock market index. Wealth and Asset Management Schroders plc: Half year results to 30 June 2026 (unaudited) News Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126335/schroders-plc-half-year-results-to-30-june-2026-unaudited Strong growth in adjusted operating profit, up 46% year on year to £459.8 million, reflecting improving operating leverage. Wealth and Asset Management Lighthouse Canton unveils dedicated wealth management platform for non-resident Indians News Aggregation Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126338/lighthouse-canton-unveils-dedicated-wealth-management-platform-for-non-resident-indians Caters to the cross-border financial needs of globally mobile families Wealth and Asset Management Societe Generale: Results at 30 June 2026 News Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126339/societe-generale-results-at-30-june-2026 In Q2 26, revenue growth of +4.5%, costs down -4.1%, C/I ratio at 58.6%, cost of risk at 27bps, record Group net income of EUR 1.8bn and ROTE of 12.2% Wealth and Asset Management 2026 half-year results: Mirabaud reports an increase in assets under management to CHF 32.4 billion News Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126340/2026-half-year-results-mirabaud-reports-an-increase-in-assets-under-management-to-chf-324-billion In addition, the Group recorded an exceptional impact of CHF 11.5 million relating to the resolution of a long-standing matter. Wealth and Asset Management NatWest appoints Triona O’Keeffe as Chief Data and Analytics Officer News Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126333/natwest-appoints-triona-oamprsquokeeffe-as-chief-data-and-analytics-officer Triona will join NatWest in January 2027, bringing deep global experience across data, technology and AI, and will report into the bank’s Group CIO, Scott Marcar. Executive Moves Welcoming two private bankers to our London team News Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126336/welcoming-two-private-bankers-to-our-london-team Nick Armstrong-Flemming and Jonathan Batley have joined our London team and both took up their new roles earlier this month. Executive Moves Julius Baer appoints Nira Tanoko as Market Head South East Asia News Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126341/julius-baer-appoints-nira-tanoko-as-market-head-south-east-asia This appointment underscores the Bank’s commitment to driving growth and success in the South East Asia region and marks the next step in the Bank’s two-decade-long expansion across Asia. Executive Moves Leonteq recruits derivatives specialists from Bank of America News Aggregation Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126342/leonteq-recruits-derivatives-specialists-from-bank-of-america The derivatives specialist will assume his new role on September 1st and will report to Lorenzo Leccesi , Head of Investment Solutions. Executive Moves WRISE Group Unveils WRISE AI Labs and Appoints Dr. Jeffrey Wu as Group Chief Scientist to Accelerate AI-Native Wealth Management News Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126343/wrise-group-unveils-wrise-ai-labs-and-appoints-dr-jeffrey-wu-as-group-chief-scientist-to-accelerate-ai-native-wealth-management WRISE’s initial HKD30 million investment accelerates WRISE AI Labs while the appointment of Dr. Jeffrey Wu as Group Chief Scientist and a strategic collaboration with Panorama reinforces the Group’s long-term AI-native wealth management strate Executive Moves Standard Chartered sees exit of several top wealth executives in India News Aggregation Team Wednesday, July 29, 2026 1:00 am http://managersofwealth.com/article/126304/standard-chartered-sees-exit-of-several-top-wealth-executives-in-india Standard Chartered Plc. has seen several senior executive departures from its Indian operations as the lender reorganizes its wealth business and shifts away from mass-market retail banking. Executive Moves Dan Montoya named Head of Relationship Management for the Americas within BBH Investor Services News Team Wednesday, July 29, 2026 1:00 am http://managersofwealth.com/article/126307/dan-montoya-named-head-of-relationship-management-for-the-americas-within-bbh-investor-services Appointment reflects BBH's continued commitment to delivering exceptional client service and strengthening strategic partnerships across the Americas. Executive Moves Guardian appoints Kevin Luebbers as Head of Distribution to accelerate growth across wealth management News Team Wednesday, July 29, 2026 1:00 am http://managersofwealth.com/article/126309/guardian-appoints-kevin-luebbers-as-head-of-distribution-to-accelerate-growth-across-wealth-management Reporting to Mike Perry, Head of Client Solutions and Wealth Management, Luebbers will help further integrate and scale Guardian's distribution model to accelerate growth. Executive Moves Rathbones AM hires senior analyst for global equities team News Aggregation Team Wednesday, July 29, 2026 1:00 am http://managersofwealth.com/article/126316/rathbones-am-hires-senior-analyst-for-global-equities-team Ianjit Bhatti has more than 10 years of experience Executive Moves Lazard AM strengthens its executive leadership with the additions of Chris Bricker and TP Enders News Aggregation Team Wednesday, July 29, 2026 1:00 am http://managersofwealth.com/article/126324/lazard-am-strengthens-its-executive-leadership-with-the-additions-of-chris-bricker-and-tp-enders Lazard AM hires two senior executives from AllianceBernstein and Goldman Sachs to sharpen its growth and product strategy. Executive Moves Scottish high earners could save over £46,000 in income tax by living in England News Team Wednesday, July 29, 2026 1:00 am http://managersofwealth.com/article/126305/scottish-high-earners-could-save-over-amppound46000-in-income-tax-by-living-in-england Rathbones warns Scotland’s higher income tax burden risks driving out high earners, with some able to save more than £46,000 by relocating to England. Legal,Regulation,Tax & Compliance Lombard Odier is appealing the court decision in connection with a past case News Team Monday, July 27, 2026 1:00 am http://managersofwealth.com/article/126274/lombard-odier-is-appealing-the-court-decision-in-connection-with-a-past-case The facts under investigation date back more than fifteen years and have already been extensively covered in the media. Legal,Regulation,Tax & Compliance Tax reform needed to boost growth in Scotland News Team Friday, July 24, 2026 1:00 am http://managersofwealth.com/article/126242/tax-reform-needed-to-boost-growth-in-scotland Supporting Scottish growth, entrepreneurship and competitiveness Legal,Regulation,Tax & Compliance Cembra attacks the car business with a Santander deal News Aggregation Team Thursday, July 23, 2026 1:00 am http://managersofwealth.com/article/126210/cembra-attacks-the-car-business-with-a-santander-deal With this acquisition, Cembra strengthens its position in the new car business and expands its network in the automotive industry. Legal,Regulation,Tax & Compliance Raid at Deutsche Bank headquarters News Aggregation Team Wednesday, July 22, 2026 1:00 am http://managersofwealth.com/article/126187/raid-at-deutsche-bank-headquarters Just last week, the Frankfurt public prosecutor's office confirmed a raid on a branch of Deutsche Bank at the Taunusanlage in Frankfurt, but did not comment on the exact background. Legal,Regulation,Tax & Compliance Wealth tax on UK’s super-rich could raise £10bn a year, Andy Burnham told News Aggregation Team Tuesday, July 21, 2026 1:00 am http://managersofwealth.com/article/126165/wealth-tax-on-ukamprsquos-super-rich-could-raise-amppound10bn-a-year-andy-burnham-told New prime minister urged to introduce 2% minimum charge on households with more than £100m in wealth Legal,Regulation,Tax & Compliance Monetary policy discussion: AI, post-corona, degree of expansion and fertilizer prices News Aggregation Team Thursday, July 16, 2026 1:00 am http://managersofwealth.com/article/126080/monetary-policy-discussion-ai-post-corona-degree-of-expansion-and-fertilizer-prices Monetary policy continues to have an expansionary effect, and its transmission to the economy is working. Legal,Regulation,Tax & Compliance UK Register of Overseas Entities – private trust information now accessible to the public News Team Wednesday, July 15, 2026 1:00 am http://managersofwealth.com/article/126057/uk-register-of-overseas-entities-ampndash-private-trust-information-now-accessible-to-the-public Information about trusts held by the ROE was to remain private under the original rules and not appear on the public facing register. Legal,Regulation,Tax & Compliance Navigating cross-border art transactions: legal and tax insights for collectors News Team Friday, 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 & Compliance Families could face £120,000 tax bill on inherited property under mooted CGT reforms News Team Thursday, 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 & Compliance 85% asset management firms to increase their AI budgets by at least 50% within year News Aggregation Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126332/85-asset-management-firms-to-increase-their-ai-budgets-by-at-least-50-within-year More than 60% of those surveyed expect AI to transform how their company utilises data FinTech Temenos Named One of World’s Top Fintech Companies by CNBC News Team Tuesday, July 28, 2026 1:00 am http://managersofwealth.com/article/126285/temenos-named-one-of-worldamprsquos-top-fintech-companies-by-cnbc After analysis of 3,500 companies around the world, CNBC and Statista chose the honorees based on publicly available and privately provided performance data over the past year. FinTech Five point checklist for investors to counteract AI bubble narrative News Team Tuesday, July 28, 2026 1:00 am http://managersofwealth.com/article/126296/five-point-checklist-for-investors-to-counteract-ai-bubble-narrative Things are different this time, with share prices coming under pressure, but certainly, at the headline level at least, little has actually changed. FinTech OneDigital Selects JIFFYAI to Modernize Investor Onboarding and Accelerate Growth News Team Thursday, July 23, 2026 1:00 am http://managersofwealth.com/article/126201/onedigital-selects-jiffyai-to-modernize-investor-onboarding-and-accelerate-growth AI-powered Unified Onboarding solution will help OneDigital deliver a seamless, integrated onboarding experience aligned with its vision for holistic wealth management FinTech Should you invest in AI? News Aggregation Team Thursday, July 23, 2026 1:00 am http://managersofwealth.com/article/126206/should-you-invest-in-ai AI-related investments have shown strong performance, but that’s not the whole story. FinTech BancaStato Launches RegulatedCrypto Trading with Sygnumand Avaloq News Team Thursday, July 23, 2026 1:00 am http://managersofwealth.com/article/126209/bancastato-launches-regulatedcrypto-trading-with-sygnumand-avaloq Banca dello Stato del Cantone Ticino is a Swiss cantonal bank serving the Canton of Ticino in southern Switzerland, founded in 1915. FinTech Temenos announces Q2-26 results; FY-26 guidance reconfirmed News Team Thursday, July 23, 2026 1:00 am http://managersofwealth.com/article/126214/temenos-announces-q2-26-results-fy-26-guidance-reconfirmed Q2-26 (growth rates are vs. Q2-25 proforma, excluding Multifonds) FinTech XRP Power Launches AI-Driven Digital Asset Platform at Global Financial Forum to Simplify International Wealth Allocation News Team Wednesday, July 22, 2026 1:00 am http://managersofwealth.com/article/126180/xrp-power-launches-ai-driven-digital-asset-platform-at-global-financial-forum-to-simplify-international-wealth-allocation New automated ecosystem powered by www.xrppower brings multi-currency yield contracts, enterprise-grade safety, and real-time market tracking to users across 189 countries. FinTech Agentic Triada: the new economics of wealth management News Aggregation Team Wednesday, July 22, 2026 1:00 am http://managersofwealth.com/article/126190/agentic-triada-the-new-economics-of-wealth-management The result is rising cost-to-serve, increasing compliance pressure and growing strain on advisor productivity. FinTech AMINA Becomes the First Regulated Bank to Integrate Leading Crypto Payments Network, Mesh News Team Monday, July 20, 2026 1:00 am http://managersofwealth.com/article/126127/amina-becomes-the-first-regulated-bank-to-integrate-leading-crypto-payments-network-mesh With connectivity across 300+ providers, Mesh’s verified deposit technology eliminates friction from digital asset deposits for AMINA clients FinTech Influencer Jake Paul launches family office with former Strive exec as CEO News Aggregation Team Friday, July 24, 2026 1:00 am http://managersofwealth.com/article/126248/influencer-jake-paul-launches-family-office-with-former-strive-exec-as-ceo Laura Brady, the former chief growth officer of Thryve Wealth Management and an executive at Vivek Ramaswamy's Strive, is CEO of the new family office. Family Office Wealthy European clients eye Hong Kong for family offices, says BNP Paribas News Aggregation Team Monday, July 20, 2026 1:00 am http://managersofwealth.com/article/126144/wealthy-european-clients-eye-hong-kong-for-family-offices-says-bnp-paribas France’s largest bank reports a surge in two-way wealth flows through Hong Kong, as affluent mainland investors also leverage the city to acquire European assets Family Office How international families are redefining yacht ownership News Team Wednesday, July 15, 2026 1:00 am http://managersofwealth.com/article/126051/how-international-families-are-redefining-yacht-ownership Yachts were once seen primarily as lifestyle assets, offering a way to enjoy time with family and friends in comfort wherever the season allowed. Family Office Regulations are barrier to family office investment in crypto News Aggregation Team Friday, 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 Office Family offices must prepare to shift from dictatorship to democracy News Aggregation Team Thursday, 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 challenging Family Office Family offices enter a new era for women News Aggregation Team Wednesday, 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 future Family Office Family Offices Are Shifting From Investment Platforms To Governance Institutions News Aggregation Team Wednesday, 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 Office BBVA Launches Independent Multi-Family Office Service for Fortunes Between 30 and 300 Million Euros News Team Friday, 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 Office Why Family Offices Are Taking A More Global Approach To Talent News Aggregation Team Wednesday, 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 Office BBVA launches a multi-family office service for large fortunes of up to 300 million News Team Wednesday, 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 Office Welcome to the Age of the Floating Five-Star Hotel News Aggregation Team Wednesday, July 29, 2026 1:00 am http://managersofwealth.com/article/126325/welcome-to-the-age-of-the-floating-five-star-hotel A new fleet of lavish ships, from Four Seasons and Aman to Ritz-Carlton and Orient Express, is bringing the luxury of the world’s top hotels to the high seas. Luxury LVMH’s Fashion Sales Rise 1% in Q2 News Aggregation Team Tuesday, July 28, 2026 1:00 am http://managersofwealth.com/article/126281/lvmhamprsquos-fashion-sales-rise-1-in-q2 While minimal, the return to growth marks a notable inflection point after seven consecutive quarters of negative sales growth for the division. Luxury After splurging 40 million yuan on a luxury mansion, the pop singer-turned-financier is now a little-known millionaire. News Aggregation Team Tuesday, July 28, 2026 1:00 am http://managersofwealth.com/article/126301/after-splurging-40-million-yuan-on-a-luxury-mansion-the-pop-singer-turned-financier-is-now-a-little-known-millionaire This time, the buyer is Chiu Chung Mei, a senior executive at Standard Chartered Bank, who is hailed in the financial circle as "the most beautiful female CEO in the banking industry". Luxury David Beckham's Watch Collection Is Every Horology Enthusiast's Dream News Aggregation Team Tuesday, July 21, 2026 1:00 am http://managersofwealth.com/article/126152/david-beckhamamp039s-watch-collection-is-every-horology-enthusiastamp039s-dream If there's one thing almost as predictable as David Beckham turning up for a major event, it's that he'll arrive wearing a watch worth talking about. Luxury Luxury’s real crisis isn’t price—it’s desirability News Aggregation Team Tuesday, July 21, 2026 1:00 am http://managersofwealth.com/article/126153/luxuryamprsquos-real-crisis-isnamprsquot-priceampmdashitamprsquos-desirability The problem is that many so-called luxury products no longer feel worth paying for. Luxury Luxury buyer interest doubles, demand shifts to larger properties News Aggregation Team Friday, July 17, 2026 1:00 am http://managersofwealth.com/article/126099/luxury-buyer-interest-doubles-demand-shifts-to-larger-properties Researchers found that affluent buyers increasingly prioritize larger properties and land Luxury What Makes A Good Watch? 7 Luxury Watchmakers Weigh In News Aggregation Team Friday, July 17, 2026 1:00 am http://managersofwealth.com/article/126113/what-makes-a-good-watch-7-luxury-watchmakers-weigh-in At the recently concluded Lucerne Watch Week, some of the world’s leading watch maisons showcased their latest lineups while reflecting on a more fundamental question: What makes a truly great watch? Luxury From Haaland to Mbappé: luxury bags at the World Cup News Aggregation Team Thursday, July 16, 2026 1:00 am http://managersofwealth.com/article/126077/from-haaland-to-mbappampeacute-luxury-bags-at-the-world-cup From classic Birkins to rare Chanel, look inside the exact luxury bags chosen by elite World Cup players Luxury Giorgio Van den Borre on how Golden Goose is redefining luxury in APAC through human connection News Aggregation Team Friday, 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 boutique Luxury Secondhand Rolex market boosted by softer gold prices News Aggregation Team Friday, 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. Luxury Warren Buffett stops donating to Bill Gates' charity as his children now ready to handle his wealth News Aggregation Team Friday, July 17, 2026 1:00 am http://managersofwealth.com/article/126102/warren-buffett-stops-donating-to-bill-gatesamp039-charity-as-his-children-now-ready-to-handle-his-wealth The comments were broadcast one day after the 95-year-old Berkshire Hathaway chairman omitted the Gates Foundation from his annual midyear charitable donations, which included nearly US$6 billion of his conglomerate's stock. Extremely Wealthy Malta beats Monaco and Singapore as the No. 1 country for millionaires to live, scoring a perfect 100 in new study News Aggregation Team Monday, July 13, 2026 1:00 am http://managersofwealth.com/article/125996/malta-beats-monaco-and-singapore-as-the-no-1-country-for-millionaires-to-live-scoring-a-perfect-100-in-new-study The research examined 30 hot spots among high-income families, and also measured factors including safety ratings, luxury real estate listings and average tax rate. Extremely Wealthy Billionaire MacKenzie Scott just donated $20 million to support America’s youth mental health, as a fifth of teens struggle with suicidal thoughts News Aggregation Team Friday, 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 Wealthy The Arnault family is once again France’s wealthiest family News Aggregation Team Thursday, 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 Wealthy Why Young Millionaires and the Ultra-Wealthy Are Buying More Real Estate: 4 Affordable High-Yield REITs to Buy Now News Aggregation Team Wednesday, 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 Wealthy Michael Dell becomes world’s fifth-richest person after $72B AI-fueled wealth surge News Aggregation Team Monday, 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 billion Extremely Wealthy Jeff Bezos Is Pouring Money Into a Startup That Could Drive ‘Civilizational Wealth’ News Aggregation Team Monday, 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 Wealthy Ricky Rich: Razon breaks Henry Sy’s 8-year wealth record News Aggregation Team Wednesday, 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 Wealthy Cristiano Ronaldo is soccer’s first-ever billionaire: He went from begging for burgers outside McDonald’s to landing a $400 million contract News Aggregation Team Monday, 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 Wealthy Billionaire kids encourage parents to give away wealth faster: Giving Pledge leader News Aggregation Team Monday, 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 Wealthy Coutts London Prime Property Index Q2 2026 – Market rebounds as demand rises News Team Thursday, July 30, 2026 1:00 am http://managersofwealth.com/article/126337/coutts-london-prime-property-index-q2-2026-ampndash-market-rebounds-as-demand-rises The Prime London market showed renewed momentum during the second quarter, with stronger sales activity, rising prices and improving buyer confidence. Comment & Analysis AXA Global Private: Supporting the growth of high-net-worth clients News Team Wednesday, July 29, 2026 1:00 am http://managersofwealth.com/article/126306/axa-global-private-supporting-the-growth-of-high-net-worth-clients AXA has launched AXA Global Private, a new platform dedicated to high-net-worth and ultra-high-net-worth individuals, as well as globally mobile families. Comment & Analysis Fashion brands risk alienating wealthy shoppers if they use fur - report News Aggregation Team Wednesday, July 29, 2026 1:00 am http://managersofwealth.com/article/126311/fashion-brands-risk-alienating-wealthy-shoppers-if-they-use-fur-report Fur and wild animal skins used to be the ultimate status symbol for the wealthy, but ultra-high net worth (UHNW) and high net worth (HNW) consumers no longer see them as such, a new study claims. Comment & Analysis Morgan Stanley Bankers Were Pressured to Approve Mortgages for Wealthy Clients News Aggregation Team Wednesday, July 29, 2026 1:00 am http://managersofwealth.com/article/126326/morgan-stanley-bankers-were-pressured-to-approve-mortgages-for-wealthy-clients Mortgage employees faced backlash when questioning or rejecting loans; the bank says it hasn’t ‘compromised its underwriting standards’ Comment & Analysis UBS plans equal weight SMI ETF News Aggregation Team Tuesday, July 28, 2026 1:00 am http://managersofwealth.com/article/126286/ubs-plans-equal-weight-smi-etf UBS Asset Management already offers an equal weight ETF tracking the S&P 500. Comment & Analysis Unicredit and Commerzbank: Only one remained in Switzerland News Aggregation Team Tuesday, July 28, 2026 1:00 am http://managersofwealth.com/article/126288/unicredit-and-commerzbank-only-one-remained-in-switzerland The takeover of Commerzbank by the Italian banking giant UniCredit appears to be a mere formality. Comment & Analysis Average Net Worth for Baby Boomers: How Much They Have and Why Wealth Is Unevenly Distributed News Aggregation Team Tuesday, July 28, 2026 1:00 am http://managersofwealth.com/article/126297/average-net-worth-for-baby-boomers-how-much-they-have-and-why-wealth-is-unevenly-distributed Baby boomers control over half of U.S. household wealth, but much of it is tied up in home equity and retirement accounts. Comment & Analysis Slower, not weaker: What our growth indicator is telling us News Team Monday, July 27, 2026 1:00 am http://managersofwealth.com/article/126262/slower-not-weaker-what-our-growth-indicator-is-telling-us Despite global economic momentum moving from a period of expansion to slowdown, we don’t believe in an indiscriminate retreat from risk assets. Comment & Analysis McKinsey: Global households got $40 trillion richer in 2025 as the paper wealth economy swelled to $1.8 quadrillion News Aggregation Team Monday, July 27, 2026 1:00 am http://managersofwealth.com/article/126261/mckinsey-global-households-got-40-trillion-richer-in-2025-as-the-paper-wealth-economy-swelled-to-18-quadrillion These are both record levels, it’s almost needless to say. Comment & Analysis Altiant global luxury and asset management (GLAM) monitor News Team Monday, July 27, 2026 1:00 am http://managersofwealth.com/article/126263/altiant-global-luxury-and-asset-management-glam-monitor The Glam Luxury Consumer - Luxury and Sustainability- Focus on Finance- Focus on Travel and Leisure Time Comment & Analysis Angelina Jolie Pairs Quiet Luxury-Coded Look With a $3,000 Purse News Aggregation Team Tuesday, July 21, 2026 1:00 am http://managersofwealth.com/article/126154/angelina-jolie-pairs-quiet-luxury-coded-look-with-a-3000-purse The Givenchy silhouette was released earlier this year. Extremely Expensive Billionaire Isha Ambani shows off the most expensive Birkin bag ever – wait 'til you see it News Aggregation Team Friday, 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 Expensive Most expensive cities in the world 2026: No US city among top 10; Singapore spends the most News Aggregation Team Friday, 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 Expensive Patek Philippe Watch Could Fetch $1.6M at Christie’s Sale News Aggregation Team Wednesday, 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 Expensive The Most Expensive Jean-Michel Basquiat Works Ever Sold at Auction News Aggregation Team Monday, 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 Expensive Elon Musk May Have His Eye on a $300 Million Miami Beach Megamansion News Aggregation Team Wednesday, 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 Expensive 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 The millennial generation has split, new Fed research shows: Those over 35 are edging toward boomer-style wealth, while everyone else falls behind News Aggregation Team Thursday, July 23, 2026 1:00 am http://managersofwealth.com/article/126205/the-millennial-generation-has-split-new-fed-research-shows-those-over-35-are-edging-toward-boomer-style-wealth-while-everyone-else-falls-behind The Minneapolis Fed's new measure, called the homeowners-to-population ratio, or HPOP, counts individual adults rather than housing units. Research Five themes the Deutsche Bank Research Institute is tracking through the rest of 2026 News Team Wednesday, July 22, 2026 1:00 am http://managersofwealth.com/article/126188/five-themes-the-deutsche-bank-research-institute-is-tracking-through-the-rest-of-2026 Those include artificial intelligence, the resilience of the US economy and ultimately the future direction of global markets. Research Bangkoks Ultra-Rich Population on Pace to Lead Southeast Asias Wealth Boom News Aggregation Team Monday, July 13, 2026 1:00 am http://managersofwealth.com/article/125993/bangkoks-ultra-rich-population-on-pace-to-lead-southeast-asias-wealth-boom The UHNW populace in Thailand’s capital is anticipated to expand to approximately 1,840 by 2030, up from 1,210 in 2025. Research The Great Wealth Transfer will be smaller than you think News Aggregation Team Monday, July 13, 2026 1:00 am http://managersofwealth.com/article/126008/the-great-wealth-transfer-will-be-smaller-than-you-think Once you account for all of those expenses, and others, that $93 trillion shrinks to about $36 trillion in projected wealth that will pass to Gen X and millennial heirs over the next 20 years. Research High wealth isn’t a shield from inflation, so what’s driving up costs for HNW lifestyles? News Aggregation Team Wednesday, 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. Research New guide urges wealthy investors to define goals to maximise impact News Aggregation Team Tuesday, 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. Research NatWest Group commits £20 billion to drive growth across the North of England over next decade News Team Wednesday, 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. Research Deutsche Bank and the Sutton Trust launch research on widening access for young people in banking and finance News Team Tuesday, 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. Research Reclaiming Advisor Time: Practical Integration and Personalization for Modern Wealth Management News Aggregation Team Wednesday, 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. Research Three-quarters of UK millionaires would be happy to pay more tax, research finds News Aggregation Team Wednesday, 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 services 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 Morgan Stanley Infrastructure Partners to Acquire Epic Energy News Team Tuesday, July 28, 2026 1:00 am http://managersofwealth.com/article/126284/morgan-stanley-infrastructure-partners-to-acquire-epic-energy The transaction is expected to close in the second half of 2026, subject to customary regulatory approvals. Planet SOS Deutsche Bank supports European Energy’s Mokoan Hybrid Solar Farm and Battery Project News Team Monday, July 20, 2026 1:00 am http://managersofwealth.com/article/126138/deutsche-bank-supports-european-energyamprsquos-mokoan-hybrid-solar-farm-and-battery-project For the transaction, Deutsche Bank acted as Sole Lender and Letter of Credit Facility Financier, providing the term loan, construction loan, debt service reserve and bank guarantee facilities, while also serving as Hedging Bank for the interest rate swap Planet SOS Can sustainable investing in Switzerland survive? News Aggregation Team Thursday, July 16, 2026 1:00 am http://managersofwealth.com/article/126082/can-sustainable-investing-in-switzerland-survive Rising emissions, opaque recording and profitability concerns are hurting already-convalescent sustainable finance in Switzerland. Planet SOS ESG adoption among US wealth managers varies widely, report reveals News Aggregation Team Monday, July 13, 2026 1:00 am http://managersofwealth.com/article/126012/esg-adoption-among-us-wealth-managers-varies-widely-report-reveals New data shows a stark divide in values-driven investing across wealth channels. Planet SOS From extraction to regeneration: transforming our economy around nature News Team Monday, 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 SOS Deutsche Bank advances Mekong Capital’s impact fund backed by the Green Climate Fund News Team Friday, 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 SOS Sustainability and Climate Report 2025: Migros Bank strengthens the financial literacy of its customers News Team Friday, 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 SOS Ecofy Secures USD 15 Million from Mirova to Scale Rooftop Solar and E-Mobility Financing News Team Monday, 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 SOS EIB reaches first agreement with UN Green Climate Fund News Team Friday, 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 SOS Energy security in focus: how today’s crisis is reshaping the energy transition News Team Thursday, 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 SOS HSBC and IHH tie wealth banking to health as longevity demand rises News Team Monday, 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 & Wellness 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