Managers of Wealth
http://managersofwealth.com/
Sun, 12 Apr 2026 07:31:51 BSTpart of MediaG8way Group
http://managersofwealth.com/
http://managersofwealth.com/assets/images/logo.pngManagers of WealthKohanaPHPCiti Wealth Deploys AI-Powered Technology to Enhance Client ExperienceNews TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124367/citi-wealth-deploys-ai-powered-technology-to-enhance-client-experience
The launch includes Portfolio Intelligence – a client-facing tool designed to provide Citi Wealth clients with swift and personalized portfolio insights at the click of a button. Wealth and Asset ManagementTo Tax the Ultra-Rich, We Need to Go After Their Wealth—Not Just IncomeNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124368/to-tax-the-ultra-rich-we-need-to-go-after-their-wealthampmdashnot-just-income
Two proposals—one in California, one in Congress—could finally do it. Wealth and Asset ManagementPrivate banking for a new generation: How millennials approach wealth in the UKNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124369/private-banking-for-a-new-generation-how-millennials-approach-wealth-in-the-uk
From ESG integration to entrepreneurial liquidity, Brown Shipley explores the five key priorities redefining private banking for today’s digital-native wealth creators.Wealth and Asset ManagementNour Private Wealth (NPW) Explores Why Wealthy Families Are Shifting Away From Public MarketsNews TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124377/nour-private-wealth-npw-explores-why-wealthy-families-are-shifting-away-from-public-markets
Inside the shift toward private equity, private credit, and real assets shaping the future of long-term wealth.Wealth and Asset Management34 Wealth Enhancement Advisors Recognized on the 2026 Forbes Best-In-State Wealth Advisors RankingNews TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124382/34-wealth-enhancement-advisors-recognized-on-the-2026-forbes-best-in-state-wealth-advisors-ranking
Wealth Enhancement is honored to have 34 advisors named to the list this year. Wealth and Asset ManagementAnnual General Meeting of Julius Baer Group Ltd.News TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124384/annual-general-meeting-of-julius-baer-group-ltd
The members of the Board of Directors and of the Executive Board were discharged for the 2025 financial year.Wealth and Asset ManagementThe data problem holding back wealth managementNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124385/the-data-problem-holding-back-wealth-management
Private banks, wealth managers and family offices are. pushing ahead with AI, but many underestimate the structural weakness limiting its value: fragmented, inconsistently defined dataWealth and Asset ManagementBrookfield Wealth Solutions Reports $20 Billion of Capital Backing Insurance CompaniesNews TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124386/brookfield-wealth-solutions-reports-20-billion-of-capital-backing-insurance-companies
Strong financial position supports ‘A’ ratings across life and annuity companies and underpins continued global expansionWealth and Asset ManagementYork City FC and Titan Wealth extend multi-year partnership, with expanded support across the clubNews TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124389/york-city-fc-and-titan-wealth-extend-multi-year-partnership-with-expanded-support-across-the-club
The renewed agreement will see Titan Wealth continue as front-of-shirt sponsor for the men’s first team, alongside significant branding and activation across the club. Wealth and Asset ManagementSöderberg-backed Vintage completes £400m advice firm dealNews Aggregation TeamThursday, April 09, 2026 1:00 am
http://managersofwealth.com/article/124342/sampoumlderberg-backed-vintage-completes-amppound400m-advice-firm-deal
The deal brings together two independently focused advice firms with a shared emphasis on personalised, whole-of-market financial planning.Wealth and Asset ManagementJ Safra Sarasin taps Mirabaud for new portfolio managerNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124376/j-safra-sarasin-taps-mirabaud-for-new-portfolio-manager
Lacarré Hadrien has joined the institutional hedge fund solutions team.Executive MovesOakglen Wealth Planning announces new Financial AdviserNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124378/oakglen-wealth-planning-announces-new-financial-adviser
His appointment reflects Oakglen Wealth Planning’s continued investment in experienced advisers Executive MovesLugano private bank names executive presidentNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124380/lugano-private-bank-names-executive-president
Raoul Paglia replaces Marco Tini, who spent a decade as president of the executive board at Axion Swiss Bank.Executive MovesFive promotions at OcorianNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124383/five-promotions-at-ocorian
“These promotions are a great reflection of the talent we have here in Guernsey and the contribution our team makes to the wider business.Executive MovesDavid Shefford joins Boston Multi Family Office fiduciary teamNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124390/david-shefford-joins-boston-multi-family-office-fiduciary-team
‘David’s depth of experience makes him an excellent addition to our team’Executive MovesBMO Wealth Management Names Ali Nafii to Lead San Diego MarketNews TeamThursday, April 09, 2026 1:00 am
http://managersofwealth.com/article/124343/bmo-wealth-management-names-ali-nafii-to-lead-san-diego-market
He will focus on expanding BMO’s wealth management presence across the West RegionExecutive MovesPerigon Wealth Management Appoints Chief People Officer as Part of Strategic Leadership ExpansionNews TeamThursday, April 09, 2026 1:00 am
http://managersofwealth.com/article/124346/perigon-wealth-management-appoints-chief-people-officer-as-part-of-strategic-leadership-expansion
Rory T. Shusted Brings Decades of Executive Experience to Support Firm's Continued Investment in Culture and GrowthExecutive MovesDouglas Elliman Names Areeje Akhtar Oriol Chief of Staff to President and CEO Michael S. LiebowitzNews TeamThursday, April 09, 2026 1:00 am
http://managersofwealth.com/article/124348/douglas-elliman-names-areeje-akhtar-oriol-chief-of-staff-to-president-and-ceo-michael-s-liebowitz
Seasoned luxury strategy and growth executive brings deep experience in brand development, brokerage platform building and the ultra-high-net-worth market to Douglas Elliman leadership teamExecutive MovesAberdeen Investments Appoints Head of APAC Client GroupNews Aggregation TeamThursday, April 09, 2026 1:00 am
http://managersofwealth.com/article/124350/aberdeen-investments-appoints-head-of-apac-client-group
In her expanded role, she will continue to lead the company’s institutional business across the region while also assuming responsibility for overseeing Aberdeen’s wholesale distribution in the APAC region.Executive MovesPictet creates single-family office hub, reshuffles execsNews Aggregation TeamThursday, April 09, 2026 1:00 am
http://managersofwealth.com/article/124354/pictet-creates-single-family-office-hub-reshuffles-execs
The private bank has handed staff senior roles covering single-family offices and within its investment platform.Executive MovesUBS does not withdraw files, experts demand further documents, and Ermotti confirms in a guest article that he made a takeover offer based on incomplete information.News TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124374/ubs-does-not-withdraw-files-experts-demand-further-documents-and-ermotti-confirms-in-a-guest-article-that-he-made-a-takeover-offer-based-on-incomplete-information
Therefore, the offer for Credit Suisse was likely deliberately below its actual value for reasons of fiduciary duty.Legal,Regulation,Tax & ComplianceHow The Buy, Borrow, Die Strategy Helps The Wealthy Cut TaxesNews Aggregation TeamWednesday, April 08, 2026 1:00 am
http://managersofwealth.com/article/124317/how-the-buy-borrow-die-strategy-helps-the-wealthy-cut-taxes
Whether you have $1 million or $20 million in your brokerage account, the bull market of much of the past 15 years has benefited many long‑term investors. Legal,Regulation,Tax & ComplianceEx-Deutsche Bank Manager Sues Bank for at Least $624 MillionNews Aggregation TeamTuesday, March 31, 2026 1:00 am
http://managersofwealth.com/article/124225/ex-deutsche-bank-manager-sues-bank-for-at-least-624-million
Faissola and several other ex-traders last year ended mediation talks with Deutsche Bank over allegations they were wrongfully implicated in an audit report into the Monte dei Paschi affair. Legal,Regulation,Tax & ComplianceWealth taxes on billionaires and $30 minimum wages are part of the same plan, advocate says. ‘They should pay their fair share’News Aggregation TeamTuesday, March 31, 2026 1:00 am
http://managersofwealth.com/article/124228/wealth-taxes-on-billionaires-and-30-minimum-wages-are-part-of-the-same-plan-advocate-says-amplsquothey-should-pay-their-fair-shareamprsquo
Regardless of how you view that 938 number, there’s one overall resounding agreement people have: Most voters want billionaires to pay their fair share. Legal,Regulation,Tax & ComplianceSwiss lawmakers signal compromise on $22bn UBS capital planNews Aggregation TeamTuesday, March 31, 2026 1:00 am
http://managersofwealth.com/article/124236/swiss-lawmakers-signal-compromise-on-22bn-ubs-capital-plan
Decision could be published in April with foreign capital requirements component moving to parliament for debateLegal,Regulation,Tax & ComplianceHightower Faces Class Action Suit Over Data BreachNews Aggregation TeamFriday, March 27, 2026 12:00 am
http://managersofwealth.com/article/124171/hightower-faces-class-action-suit-over-data-breach
An alleged former employee claimed the company failed to protect client information. Hightower is the latest industry firm to fall victim to a breach in recent months.Legal,Regulation,Tax & ComplianceUBS gives institutional fund investors more sayNews Aggregation TeamThursday, March 26, 2026 12:00 am
http://managersofwealth.com/article/124147/ubs-gives-institutional-fund-investors-more-say
The offering will initially be launched for institutional clients in Switzerland. Legal,Regulation,Tax & ComplianceHong Kong weighs ‘big bang’ tax cuts for asset managersNews Aggregation TeamThursday, March 26, 2026 12:00 am
http://managersofwealth.com/article/124165/hong-kong-weighs-amplsquobig-bangamprsquo-tax-cuts-for-asset-managers
Expansion of carried interest regime could mean zero levies on performance fees at hedge fundsLegal,Regulation,Tax & ComplianceNumber of Isa millionaires trebles to 17,600 in past three years as Britons make full use of tax-free accountsNews Aggregation TeamMonday, March 23, 2026 12:00 am
http://managersofwealth.com/article/124074/number-of-isa-millionaires-trebles-to-17600-in-past-three-years-as-britons-make-full-use-of-tax-free-accounts
Under higher return assumptions, the number could have grown further still.Legal,Regulation,Tax & ComplianceDo your taxes like the rich and save moneyNews Aggregation TeamWednesday, March 18, 2026 12:00 am
http://managersofwealth.com/article/124002/do-your-taxes-like-the-rich-and-save-money
Even though some tactics are probably out of reach for most people, others are simple enough that they can be used with enough planning.Legal,Regulation,Tax & ComplianceIs the AI boom bursting wealth management’s bubble?News Aggregation TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124372/is-the-ai-boom-bursting-wealth-managementamprsquos-bubble
As AI becomes increasingly prevalent in everyday life, Spear's investigates how the technology fares in the world of wealth managementFinTechCrypto Finance, AMINA, and Incore Bank Complete Second-Phase Payment Infrastructure Pilot on Google Cloud Universal Ledger for Instant Account-to-Account TransfersNews TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124373/crypto-finance-amina-and-incore-bank-complete-second-phase-payment-infrastructure-pilot-on-google-cloud-universal-ledger-for-instant-account-to-account-transfers
During this step of the pilot, Crypto Finance acted as Currency Operator, defining governance standards, onboarding criteria, and transaction rules, while Incore Bank and AMINA integrated the new capabilities directly into their regulated banking environmFinTechCelsion Bank AG launches as a fully licensed bank built for digital assetsNews TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124375/celsion-bank-ag-launches-as-a-fully-licensed-bank-built-for-digital-assets
The bank focuses on clients active in digital assets, including companies, asset managers, foundations, and other corporates with digital asset exposure.FinTechTieto Banktech recognised in the WealthTech100 2026 for advancing wealth management innovationNews TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124388/tieto-banktech-recognised-in-the-wealthtech100-2026-for-advancing-wealth-management-innovation
The annual WealthTech100, published by FinTech Global, identifies the one hundred technology providers shaping the future of wealth management.FinTechW1M enables secure, compliant collaboration across Microsoft 365 tenantsNews Aggregation TeamThursday, April 09, 2026 1:00 am
http://managersofwealth.com/article/124365/w1m-enables-secure-compliant-collaboration-across-microsoft-365-tenants
The company achieved zero-downtime migration, reduced service desk requests, and strengthened governance, while creating a scalable blueprint for future acquisitions and AI adoption.FinTechData Sovereignty in a Borderless WorldNews TeamTuesday, March 31, 2026 1:00 am
http://managersofwealth.com/article/124224/data-sovereignty-in-a-borderless-world
With over 130 countries now enforcing data protection laws, organisations must navigate a patchwork of requirements governing how data is collected, stored, processed, and transferred.FinTechCMB Monaco adopts Avaloq–Aladdin Wealth for digital transformationNews Aggregation TeamTuesday, March 31, 2026 1:00 am
http://managersofwealth.com/article/124235/cmb-monaco-adopts-avaloqampndashaladdin-wealth-for-digital-transformation
The system is designed to enable more personalised client engagement at scale while improving internal productivity through streamlined workflows across core banking and digital channels.FinTechThe AI cycle beyond the hype: earnings, bubble risks, and positioningNews TeamFriday, March 27, 2026 12:00 am
http://managersofwealth.com/article/124185/the-ai-cycle-beyond-the-hype-earnings-bubble-risks-and-positioning
In his opening remarks, John Woods explained that the session was designed to explore “the insights and opportunities shaping today’s AI-driven markets”. FinTechRanchland Capital Partners Selects SEI to Support Alternative FundsNews TeamThursday, March 26, 2026 12:00 am
http://managersofwealth.com/article/124144/ranchland-capital-partners-selects-sei-to-support-alternative-funds
Strategic Relationship Reinforces SEI’s Position as Long-Term Partner for Alternative Investment ManagersFinTechSoftware: When artificial intelligence reshuffles the deckNews TeamWednesday, March 25, 2026 12:00 am
http://managersofwealth.com/article/124139/software-when-artificial-intelligence-reshuffles-the-deck
AI is undermining traditional software. But it is forcing companies to reinvent themselves.FinTechFarther Launches Multi-Family Office, Setting a New Standard for Generational Wealth ManagementNews TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124371/farther-launches-multi-family-office-setting-a-new-standard-for-generational-wealth-management
Built Ground Up for Ultra-High-Net-Worth Families, Farther Family Office Powers Elite Advisory Services with Intelligent Solutions to Remove the Pain Points of Generational Wealth ManagementFamily OfficeWhy more family offices are closing or downsizing despite rising wealthNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124387/why-more-family-offices-are-closing-or-downsizing-despite-rising-wealth
The number of family offices is growing rapidly, but it’s not a one-way street – some are choosing to close, for good reasonFamily OfficeThree Fiscal Landmines Faced by Family OfficesNews Aggregation TeamWednesday, April 08, 2026 1:00 am
http://managersofwealth.com/article/124330/three-fiscal-landmines-faced-by-family-offices
Every quarter of delayed trust structuring is a quarter spent subsidizing Washington’s next budget reconciliation package with your own compound growth.Family OfficeHow a multi-family office uses convertible bond arbitrageNews Aggregation TeamWednesday, April 08, 2026 1:00 am
http://managersofwealth.com/article/124331/how-a-multi-family-office-uses-convertible-bond-arbitrage
Fabian Scheler, a portfolio manager at multi-family office Amadeus Capital in Geneva, says the positive convexity of convertible bond arbitrage is particularly attractive.Family OfficeFamily offices embrace AI for operations but hold back on investmentNews Aggregation TeamTuesday, April 07, 2026 1:00 am
http://managersofwealth.com/article/124314/family-offices-embrace-ai-for-operations-but-hold-back-on-investment
Around 74% of respondents anticipate increasing their exposure to AI and other digital assets over the next three years, with one in five planning a ramp-up in investment.Family OfficeCrestbridge Family Office Services maintain fundraising push for Youthful MindsNews TeamThursday, April 02, 2026 1:00 am
http://managersofwealth.com/article/124288/crestbridge-family-office-services-maintain-fundraising-push-for-youthful-minds
Chloë will have her hair shaved off on 24 April and is encouraging colleagues and contacts to make a donation to support the cause over the coming weeks.Family OfficeADDING MULTIMEDIA Patel Family Office and AHQ Launch $1bn ‘AYARA’ Hospitality Platform to Develop 50 Hotels in Saudi ArabiaNews TeamTuesday, March 31, 2026 1:00 am
http://managersofwealth.com/article/124226/adding-multimedia-patel-family-office-and-ahq-launch-1bn-amplsquoayaraamprsquo-hospitality-platform-to-develop-50-hotels-in-saudi-arabia
US investors Patel Family Office and Saudi industrial conglomerate signed historic partnership agreement at FII PRIORITY MiamiFamily OfficeRIA Callan Family Office Acquires Clarity Family OfficesNews TeamMonday, March 30, 2026 1:00 am
http://managersofwealth.com/article/124215/ria-callan-family-office-acquires-clarity-family-offices
The team is also supported by client service associate Joy McLaren. Family OfficeFamily offices risk missing out on emerging markets’ revivalNews Aggregation TeamFriday, March 27, 2026 12:00 am
http://managersofwealth.com/article/124183/family-offices-risk-missing-out-on-emerging-marketsamprsquo-revival
Political shocks, regulatory shifts and currency volatility are always lurking in the background for emerging markets, but the sector merits renewed attentionFamily OfficeMorgan Stanley’s Au-Yeung: Asian family offices still favour alternativesNews Aggregation TeamFriday, March 27, 2026 12:00 am
http://managersofwealth.com/article/124191/morgan-stanleyamprsquos-au-yeung-asian-family-offices-still-favour-alternatives
But recent fears about private credit could lead firms to be more thoughtful about investor targeting and liquidity offers.Family OfficeAhead of Geneva Watch Fair: The Hottest Rumors Around Rolex, Patek & Co.News Aggregation TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124381/ahead-of-geneva-watch-fair-the-hottest-rumors-around-rolex-patek-ampamp-co
For watch enthusiasts, the annual spectacle resembles a culmination of Christmas and Easter rolled into one.LuxuryThe Fondation Louis Vuitton celebrates Alexander Calder with the exhibition “Calder. Rêver en équilibre” News Aggregation TeamWednesday, April 08, 2026 1:00 am
http://managersofwealth.com/article/124325/the-fondation-louis-vuitton-celebrates-alexander-calder-with-the-exhibition-ampldquocalder-rampecircver-en-ampeacutequilibreamprdquo
Spanning every aspect of the artist’s work, the exhibition offers a comprehensive vision of his creations and the tenants that inspired his artistic practice. LuxuryThe Future of Private Jets: Catering to the evolving high-net-worth travelerNews Aggregation TeamThursday, April 02, 2026 1:00 am
http://managersofwealth.com/article/124273/the-future-of-private-jets-catering-to-the-evolving-high-net-worth-traveler
Management said at the time that the agreement secures long-term capacity for Vista’s growing member base as global demand for premium private aviation continues to expand.LuxuryLuxury NEV Enterprise Seres Hits Record High Revenue of RMB164.89 Billion in 2025, Maintaining Positive Profitability for Second Consecutive YearNews Aggregation TeamThursday, April 02, 2026 1:00 am
http://managersofwealth.com/article/124280/luxury-nev-enterprise-seres-hits-record-high-revenue-of-rmb16489-billion-in-2025-maintaining-positive-profitability-for-second-consecutive-year
The Company also announced a proposed final dividend of RMB0.8 per share (tax included), totaling approximately RMB1.9 billion in cash dividends, reflecting its commitment to rewarding shareholders.LuxuryLuxury shopping mall files for Chapter 11 bankruptcyNews Aggregation TeamTuesday, March 31, 2026 1:00 am
http://managersofwealth.com/article/124227/luxury-shopping-mall-files-for-chapter-11-bankruptcy
Several store owners learned on social media that their landlord had gone bankrupt.LuxuryIs Luxury Ready To Win Over Gen Z?News Aggregation TeamWednesday, March 25, 2026 12:00 am
http://managersofwealth.com/article/124133/is-luxury-ready-to-win-over-gen-z
Yet total luxury spending stayed relatively flat from the previous year and was on track to reach around €1.44 trillion in 2025LuxuryVisa-free travel, rising foreign visitors boost luxury hotel growth in ChinaNews Aggregation TeamWednesday, March 25, 2026 12:00 am
http://managersofwealth.com/article/124134/visa-free-travel-rising-foreign-visitors-boost-luxury-hotel-growth-in-china
China’s luxury hotels thrive as visa-free policies drive international tourism, with Shanghai and Beijing seeing significant growth in high-end staysLuxuryWealthy consumers are turning to jewelry as an investment, especially colored gemstonesNews Aggregation TeamMonday, March 23, 2026 12:00 am
http://managersofwealth.com/article/124076/wealthy-consumers-are-turning-to-jewelry-as-an-investment-especially-colored-gemstones
Wealthy consumers are turning to jewelry as an investment, especially colored gemstonesLuxuryFour Seasons Yachts Charts a New Course for Ultra-luxury at SeaNews Aggregation TeamThursday, March 19, 2026 12:00 am
http://managersofwealth.com/article/124030/four-seasons-yachts-charts-a-new-course-for-ultra-luxury-at-sea
Ben Trodd, CEO of Marc-Henry Cruise Holdings, the joint owner and operator of Four Seasons Yachts, spoke to WWD on the brand's bet on intimacy, gastronomy and winning the most coveted luxury currency of all: guests’ time.LuxuryFrom AP to Rolex, the most affordable watch from each grail brandNews Aggregation TeamThursday, March 19, 2026 12:00 am
http://managersofwealth.com/article/124044/from-ap-to-rolex-the-most-affordable-watch-from-each-grail-brand
These entry-level equivalents from all the best watchmakers in the world range from £850 to over £100,000LuxuryLifestyles of the rich and famous: How the ultra-wealthy spend their fortunesNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124379/lifestyles-of-the-rich-and-famous-how-the-ultra-wealthy-spend-their-fortunes
Bain and Company’s 2025 study on the luxury industry found that consumer spending across all luxury segments reached €1.44 trillion that year.Extremely WealthyBillionaire candidate for California governor catching heat for past business interests, wealthNews Aggregation TeamTuesday, April 07, 2026 1:00 am
http://managersofwealth.com/article/124297/billionaire-candidate-for-california-governor-catching-heat-for-past-business-interests-wealth
The wealthy candidate has donated $112 million of his own money to his 2026 gubernatorial campaign, airing over 5,000 ads across California’s expensive media markets in the past month.Extremely WealthyWashington state’s ‘historic’ millionaire tax takes aim at super-rich – will it succeed?News Aggregation TeamWednesday, April 01, 2026 1:00 am
http://managersofwealth.com/article/124263/washington-stateamprsquos-amplsquohistoricamprsquo-millionaire-tax-takes-aim-at-super-rich-ampndash-will-it-succeed
As living costs rise, the state where Gates and Bezos made billions is targeting top earners – could other states follow?Extremely WealthyThe ex-Platinum quant who has won billionaire Kerr Neilson’s backingNews Aggregation TeamMonday, March 30, 2026 1:00 am
http://managersofwealth.com/article/124199/the-ex-platinum-quant-who-has-won-billionaire-kerr-neilsonamprsquos-backing
With the backing of Neilson and another Platinum alumnus, Jim Simpson, he is finally running his own hedge fund.Extremely WealthyWarren Buffett's Net Worth: How the Oracle of Omaha Built a $150 Billion EmpireNews Aggregation TeamMonday, March 30, 2026 1:00 am
http://managersofwealth.com/article/124201/warren-buffettamp039s-net-worth-how-the-oracle-of-omaha-built-a-150-billion-empire
He built $150 billion through patience, discipline, and the compounding power of time — starting with a $114 stock purchase at the age of eleven.Extremely WealthyGoogle co-founder spends $45m in fight against California billionaire taxNews Aggregation TeamFriday, March 20, 2026 12:00 am
http://managersofwealth.com/article/124056/google-co-founder-spends-45m-in-fight-against-california-billionaire-tax
Sergey Brin gives $25m on top of $20m he’s already given to Super Pac trying to block state’s proposed 5% wealth taxExtremely WealthyJPMorgan Shut China Tycoon’s Account That Made Bank MillionsNews Aggregation TeamThursday, March 19, 2026 12:00 am
http://managersofwealth.com/article/124033/jpmorgan-shut-china-tycoonamprsquos-account-that-made-bank-millions
Tang had a $4 billion stake in AppLovin Corp. as of early 2025 after the US ad-tech firm’s shares surged more than 700% the previous year.Extremely WealthyLady Rothschild sells her 27% stake in The Economist to a Canadian billionaireNews Aggregation TeamWednesday, March 18, 2026 12:00 am
http://managersofwealth.com/article/124014/lady-rothschild-sells-her-27-stake-in-the-economist-to-a-canadian-billionaire
The sale by Lynn Forester de Rothschild and her family to financial services tycoon Stephen Smith is reported to be worth as much as £400million. Extremely WealthyThis is what we’re up againstNews Aggregation TeamMonday, March 16, 2026 12:00 am
http://managersofwealth.com/article/123949/this-is-what-weamprsquore-up-against
High-net-worth residents of UAE heading to Ireland and France to wait out missile attacks before tax year endsExtremely WealthyWealth of billionaires reaches over $20T as Forbes list hits record 3,428 namesNews Aggregation TeamWednesday, March 11, 2026 12:00 am
http://managersofwealth.com/article/123876/wealth-of-billionaires-reaches-over-20t-as-forbes-list-hits-record-3428-names
Elon Musk tops ranking with $839B fortune, 20 hold wealth exceeding $100BExtremely WealthyInvestors need to rethink the "factor" approachNews TeamFriday, April 10, 2026 1:00 am
http://managersofwealth.com/article/124370/investors-need-to-rethink-the-ampquotfactorampquot-approach
This introduced the idea that a stock’s return is driven by multiple systematic risk factors.Comment & AnalysisDon't just do something, stand there!News TeamThursday, April 09, 2026 1:00 am
http://managersofwealth.com/article/124344/donamp039t-just-do-something-stand-there
When markets are uncertain, it may be tempting to make changes even when we know that we shouldn't mess with our established strategy. What are some good ideas to "scratch the itch" of action bias?Comment & AnalysisBNP Paribas has been accelerating its support to the defence sector in 2025, with an additional €6.5 billion in investments and €2 billion in financingNews TeamThursday, April 09, 2026 1:00 am
http://managersofwealth.com/article/124349/bnp-paribas-has-been-accelerating-its-support-to-the-defence-sector-in-2025-with-an-additional-ampeuro65-billion-in-investments-and-ampeuro2-billion-in-financing
BNP Paribas delivered on the commitment it made in March 2025 to expand its support for the ecosystem of large-, mid- and small-cap companies working to strengthen our collective security.Comment & AnalysisRisk Warnings Review should allow industry to be more creative and engaging in disclosuresNews TeamThursday, April 09, 2026 1:00 am
http://managersofwealth.com/article/124353/risk-warnings-review-should-allow-industry-to-be-more-creative-and-engaging-in-disclosures
This is why the work of the Risk Warnings Review from the IA is so important. Comment & AnalysisPopulation of UHNWIs grows by 5.4% in just six months, study findsNews Aggregation TeamThursday, April 09, 2026 1:00 am
http://managersofwealth.com/article/124358/population-of-uhnwis-grows-by-54-in-just-six-months-study-finds
This dominance is largely driven by United States, which is home to the largest number of UHNWIs globally, with 192,470 individuals controlling a combined $22.3tn in wealth.Comment & AnalysisFit for the future of asset and wealth managementNews TeamWednesday, April 08, 2026 1:00 am
http://managersofwealth.com/article/124318/fit-for-the-future-of-asset-and-wealth-management
The firms pulling ahead by 2030 are making clearer strategic choices and aligning their organisations behind them. Comment & AnalysisMichael Gold Explains Why Ultra-Wealthy Families Need Specialized Advisory ServicesNews Aggregation TeamWednesday, April 08, 2026 1:00 am
http://managersofwealth.com/article/124319/michael-gold-explains-why-ultra-wealthy-families-need-specialized-advisory-services
Many families now manage operating companies alongside complex investment portfolios, with assets spread across multiple jurisdictions, entities, and generations. Comment & AnalysisBeyond growth: an evening focused on how founders are rethinking wealth, risk and legacyNews Aggregation TeamTuesday, April 07, 2026 1:00 am
http://managersofwealth.com/article/124295/beyond-growth-an-evening-focused-on-how-founders-are-rethinking-wealth-risk-and-legacy
As conversations around entrepreneurship evolve, founders today are thinking far beyond scaling revenues. Comment & AnalysisSub-outsourcing to a strategic partnerNews TeamTuesday, April 07, 2026 1:00 am
http://managersofwealth.com/article/124298/sub-outsourcing-to-a-strategic-partner
These include treasury financing and advisory, and global markets solutions.Comment & AnalysisAI: A global tale of creative destructionNews TeamTuesday, April 07, 2026 1:00 am
http://managersofwealth.com/article/124307/ai-a-global-tale-of-creative-destruction
In the latest monthly letter from our Chief Investment Officer, Fahad Kamal explores the story of AI and productivity, and highlights our latest investment views and positioning.Comment & AnalysisLuxury 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 ExpensiveLouis Vuitton’s £120 lipstick marks new high in redrawing item as a luxury productNews Aggregation TeamFriday, August 29, 2025 1:00 am
http://managersofwealth.com/article/120447/louis-vuittonamprsquos-amppound120-lipstick-marks-new-high-in-redrawing-item-as-a-luxury-product
LV’s debut makeup collection joins top-end ranges by Dior and Hermès providing relatively accessible social statusExtremely Expensive8 Most Expensive Makeup Products That Are Worth The SplurgeNews Aggregation TeamThursday, August 21, 2025 1:00 am
http://managersofwealth.com/article/120298/8-most-expensive-makeup-products-that-are-worth-the-splurge
See the world's most expensive makeup products—including foundation, lipstick, and eyeshadow, among others—that are popular picks among the beauty-obsessed for good reason. Extremely ExpensiveRalph Lauren's Ferrari F50 becomes most expensive ever sold in the worldNews Aggregation TeamWednesday, August 20, 2025 1:00 am
http://managersofwealth.com/article/120290/ralph-laurenamp039s-ferrari-f50-becomes-most-expensive-ever-sold-in-the-world
What sets Ralph Lauren’s Ferrari F50 apart is that it is just one-of-two US-spec, bright-yellow examples.Extremely ExpensiveRonaldo just raised the bar for engagement rings – by 30 caratsNews Aggregation TeamFriday, August 15, 2025 1:00 am
http://managersofwealth.com/article/120190/ronaldo-just-raised-the-bar-for-engagement-rings-ampndash-by-30-carats
Brett Afshar, founder of Queensmith, shares his take on the huge engagement ring seen on the finger of Ronaldo's now fiancéeExtremely ExpensiveThe Most Expensive Chardonnays of 2025News TeamThursday, August 14, 2025 1:00 am
http://managersofwealth.com/article/120187/the-most-expensive-chardonnays-of-2025
When it comes to this year's most expensive Chardonnays, there are few – if any – surprises.Extremely ExpensiveThe 0.1% have hidden more wealth in offshore tax havens than half of humanity ownNews Aggregation TeamThursday, April 09, 2026 1:00 am
http://managersofwealth.com/article/124359/the-01-have-hidden-more-wealth-in-offshore-tax-havens-than-half-of-humanity-own
The super rich 0.1% have £2.68trn hidden in accounts registered abroad, while the 0.01% hold half of that amount.ResearchTax instability driving two thirds of UK's ultra-wealthy to consider leaving, new research revealsNews TeamWednesday, April 08, 2026 1:00 am
http://managersofwealth.com/article/124334/tax-instability-driving-two-thirds-of-ukamp039s-ultra-wealthy-to-consider-leaving-new-research-reveals
When asked what tax policies would attract them to relocate, only 18% of wealth creators cited 'lowest tax rates' as the most important factor. ResearchUpdate: Managing wealth through crisis and warNews TeamWednesday, March 18, 2026 12:00 am
http://managersofwealth.com/article/124003/update-managing-wealth-through-crisis-and-war
How have markets responded to past geopolitical crises? What does this suggest for families' investment strategies?ResearchBrown Shipley: Entrepreneurs act early as tax changes approachNews Aggregation TeamTuesday, March 10, 2026 12:00 am
http://managersofwealth.com/article/123843/brown-shipley-entrepreneurs-act-early-as-tax-changes-approach
The Budget confirmed that, from 6 April this year, dividend tax rates for basic and higher-rate taxpayers will increase by two percentage points.ResearchWomen invest, but confidence holds them back, Rathbones study findsNews TeamTuesday, March 10, 2026 12:00 am
http://managersofwealth.com/article/123852/women-invest-but-confidence-holds-them-back-rathbones-study-finds
Women are engaged and careful planners, but feel less confident taking investment decisions, Rathbones survey suggestsResearchUK Spring Statement 2026: Key analysisNews TeamWednesday, March 04, 2026 12:00 am
http://managersofwealth.com/article/123740/uk-spring-statement-2026-key-analysis
We analyse the measures announced in the UK Spring Statement and how they could impact personal finances, investments and the wider economy.ResearchWhy business owners’ biggest planning gap comes after the saleNews TeamThursday, February 26, 2026 12:00 am
http://managersofwealth.com/article/123655/why-business-ownersamprsquo-biggest-planning-gap-comes-after-the-sale
The same data shows that 41% expect to sell within five years and another 20% within the following decade.ResearchRetaining talent and digital transformation are wealth managers’ top concernsNews Aggregation TeamTuesday, January 27, 2026 12:00 am
http://managersofwealth.com/article/123097/retaining-talent-and-digital-transformation-are-wealth-managersamprsquo-top-concerns
WTW research highlights wealth managers top priorities and concerns for the coming yearResearchHSBC: Asia's Economy to Slow Due to Export, AI WorriesNews Aggregation TeamTuesday, January 20, 2026 12:00 am
http://managersofwealth.com/article/122954/hsbc-asiaamp039s-economy-to-slow-due-to-export-ai-worries
China will slow down from 4.9, 5 percent last year to about 4.6 percent this year, with deceleration anticipated elsewhere within the regionResearchThe wealthy kids of property-rich U.K. parents get the highest-paying jobs, especially sons—and new research has revealed whyNews Aggregation TeamFriday, January 16, 2026 12:00 am
http://managersofwealth.com/article/122921/the-wealthy-kids-of-property-rich-uk-parents-get-the-highest-paying-jobs-especially-sonsampmdashand-new-research-has-revealed-why
Now, new research shows that U.K. parents who reaped the rewards of the country’s housing boom three decades ago set their kids up for success down the line.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 TravelIntesa 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 SOS5 must-watch sustainable investing trends for 2026News TeamFriday, January 23, 2026 12:00 am
http://managersofwealth.com/article/123028/5-must-watch-sustainable-investing-trends-for-2026
The year began with President Donald Trump withdrawing the US from the Paris Agreement, an action he swiftly followed by revoking environmental subsidies and regulations.Planet SOSSustainable Finance: The Swiss Army Knife of the Financial MarketNews Aggregation TeamFriday, January 09, 2026 12:00 am
http://managersofwealth.com/article/122783/sustainable-finance-the-swiss-army-knife-of-the-financial-market
The European Green Deal, launched just a year later, ramped expectations up even further.Planet SOSInvestec arranges £80 million investment loan for office-led St. Pancras CampusNews TeamThursday, December 18, 2025 12:00 am
http://managersofwealth.com/article/122528/investec-arranges-amppound80-million-investment-loan-for-office-led-st-pancras-campus
The new three-year facility refinances a development loan provided by Investec in 2021, following W.RE’s successful delivery of the scheme in 2024.Planet SOSTransforming CO₂ into raw materials and decarbonising industries: an encounter with Sarah Lamaison, co-founder of DioxycleNews TeamWednesday, November 26, 2025 12:00 am
http://managersofwealth.com/article/122109/transforming-co%E2%82%82-into-raw-materials-and-decarbonising-industries-an-encounter-with-sarah-lamaison-co-founder-of-dioxycle
Backed by Breakthrough Energy, the fund owned by Bill Gates, Dioxycle embodies a new generation of scientific entrepreneurs who are committed to the decarbonisation of heavy industry.Planet SOSStrategic: Go sustainableNews TeamFriday, November 21, 2025 12:00 am
http://managersofwealth.com/article/122005/strategic-go-sustainable
These topics align with the priorities driving the global sustainability transition, where investment momentum has been building.Planet SOSMost Institutional Investors Maintain Positive Outlook for Sustainable InvestmentsNews TeamFriday, November 21, 2025 12:00 am
http://managersofwealth.com/article/122011/most-institutional-investors-maintain-positive-outlook-for-sustainable-investments
Morgan Stanley’s 2025 Sustainable Signals survey shows asset managers and asset owners expect growth in allocations to sustainable investments, with climate adaptation and resilience growing in prominence.Planet SOSJTC 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 & WellnessWhat are some of the current challenges for mental health in the workplace?News TeamTuesday, December 31, 2024 12:00 am
http://managersofwealth.com/article/115790/what-are-some-of-the-current-challenges-for-mental-health-in-the-workplace
In today’s corporate environment, the term "mental health" is increasingly being discussedHealth & Wellness