Managers of Wealth http://managersofwealth.com/ Sun, 09 Nov 2025 10:18:58 GMT part of MediaG8way Group http://managersofwealth.com/ http://managersofwealth.com/assets/images/logo.png Managers of Wealth KohanaPHP Global Private Banking Awards 2025: Winners’ profiles News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121737/global-private-banking-awards-2025-winnersamprsquo-profiles PWM’s 17th annual Global Private Banking Awards received 350 entries from 120 institutions across 55 countries Wealth and Asset Management KKR-backed manager launches new credit strategy News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121741/kkr-backed-manager-launches-new-credit-strategy Ascend Asia Asset Management's fund will invest in income-generating Asia corporate credit. Wealth and Asset Management Wealth manager True Potential integrates NatWest's Payit News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121744/wealth-manager-true-potential-integrates-natwestamp039s-payit Payit will integrate with True Potential's impulseSave system, which enables expedited investment contributions. Wealth and Asset Management Zwei Wealth Partners with Zug-based Trust Firm News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121746/zwei-wealth-partners-with-zug-based-trust-firm The Zug-based firm brings extensive expertise in trust services, business consulting, taxation, family office solutions, and digital assets. Wealth and Asset Management Goldman Sachs overtakes Swiss private banks News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121748/goldman-sachs-overtakes-swiss-private-banks In the wealth management study published on Friday by the Zurich-based research firm Fin21, Goldman Sachs comes out on top and is considered the best Swiss private bank this year. Wealth and Asset Management Arta expands AI wealth platform globally, onboards Bank of Singapore and Hong Leong Bank News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121754/arta-expands-ai-wealth-platform-globally-onboards-bank-of-singapore-and-hong-leong-bank Arta AI is a conversational AI platform for wealth management that processes portfolio data, market information, and investment research to respond to queries from financial advisors and their clients. Wealth and Asset Management Broadridge Reports First Quarter Fiscal 2026 Results News Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121756/broadridge-reports-first-quarter-fiscal-2026-results Reaffirming FY'26 guidance including Adjusted EPS growth of 8-12% and Closed sales of $290-$330 million Wealth and Asset Management Santander named ‘Best Private Bank’ in Spain and Poland by The Banker News Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121757/santander-named-amplsquobest-private-bankamprsquo-in-spain-and-poland-by-the-banker The magazine also grants a special commendation to Santander Private Banking Mexico. Wealth and Asset Management Northern Trust Named Best Private Bank in U.S. News Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121758/northern-trust-named-best-private-bank-in-us Also Received Top Honors for Best Private Bank in North America for Entrepreneurs and Alternatives Wealth and Asset Management DBS quarter profit News Team Thursday, November 06, 2025 12:00 am http://managersofwealth.com/article/121711/dbs-quarter-profit Nine-month total income and profit before tax reach new highs Wealth and Asset Management Amid key departures, Indosuez WM’s Asia CEO still nets AUM surge News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121735/amid-key-departures-indosuez-wmamprsquos-asia-ceo-still-nets-aum-surge In an exclusive interview, Asia CEO Laurent Proutière, who took the helm in March, attributed the 22% jump to key talent acquisition and a strategic shift… Executive Moves Modern Wealth Management Appoints Derek Bruton as Head of M&A News Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121738/modern-wealth-management-appoints-derek-bruton-as-head-of-mampampa 30-year industry veteran joins Modern Wealth to lead national M&A strategy, accelerate firm’s expansion across key U.S. markets Executive Moves RFO Names Chief People Officer to Build Firm's Culture News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121745/rfo-names-chief-people-officer-to-build-firmamp039s-culture Based in Hong Kong, she reports to RFO group CEO Chi Man Kwan. Executive Moves Kim-Andrée Potvin strengthens Bonhôte’s management team with two high-level appointments News Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121747/kim-andrampeacutee-potvin-strengthens-bonhampocircteamprsquos-management-team-with-two-high-level-appointments The announced retirement of Olivier Vollenweider has given Kim-Andrée Potvin, CEO for less than a year, the opportunity to bring in seasoned expertise with the appointment of Frédéric Dommart as Chief Operating Officer (COO) Executive Moves Zurich IAM hires ex-UBS adviser News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121749/zurich-iam-hires-ex-ubs-adviser Claudio Jegen has joined Prio Partners as a client adviser. Executive Moves Bank's advisory centre chief joins SGKB as private banker News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121750/bankamp039s-advisory-centre-chief-joins-sgkb-as-private-banker Andrin Scherrer joins from Clientis Bank Oberuzwil. Executive Moves ZKB appoints new Head of Multi Asset Solutions News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121751/zkb-appoints-new-head-of-multi-asset-solutions He succeeds Anja Hochberg , who will take on the role of Chief Investment Officer (CIO). Executive Moves Brooks Macdonald appoints Andy Robinson as Chief People Officer News Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121752/brooks-macdonald-appoints-andy-robinson-as-chief-people-officer He will also become a member of the Executive Committee and will report directly to Andrea Montague, Chief Executive Officer. Executive Moves BNP Paribas Cardif Appoints Asia CEO News Aggregation Team Thursday, November 06, 2025 12:00 am http://managersofwealth.com/article/121714/bnp-paribas-cardif-appoints-asia-ceo Previously, he also worked at SCOR Group, Bouygues, AXA and Airbus. Executive Moves IDB Bank names Sagy Aseraf as President of Private Banking & Wealth Management News Team Thursday, November 06, 2025 12:00 am http://managersofwealth.com/article/121715/idb-bank-names-sagy-aseraf-as-president-of-private-banking-ampamp-wealth-management Aseraf to Lead IDB’s Private Banking and Wealth Management Business Expansion in the U.S., Latin America and Israel. Executive Moves UK weighs 20 per cent exit tax on wealthy emigrants News Aggregation Team Monday, November 03, 2025 12:00 am http://managersofwealth.com/article/121650/uk-weighs-20-per-cent-exit-tax-on-wealthy-emigrants The measure could generate around £2 billion in additional revenue Legal,Regulation,Tax & Compliance Citi's probe into Andy Sieg failed to interview prominent accusers: Report News Aggregation Team Friday, October 31, 2025 12:00 am http://managersofwealth.com/article/121620/citiamp039s-probe-into-andy-sieg-failed-to-interview-prominent-accusers-report Longtime Citi law firm Paul Weiss did not interview prominent former executives who raised concerns about Sieg conduct, the Financial Times reported. Legal,Regulation,Tax & Compliance California billionaires face proposed one-time wealth tax News Aggregation Team Friday, October 31, 2025 12:00 am http://managersofwealth.com/article/121626/california-billionaires-face-proposed-one-time-wealth-tax Measure would need 870,000 signatures to reach November 2026 ballot Legal,Regulation,Tax & Compliance FCA publishes review of consolidation in financial advice and wealth management sector News Team Friday, October 31, 2025 12:00 am http://managersofwealth.com/article/121628/fca-publishes-review-of-consolidation-in-financial-advice-and-wealth-management-sector Good practice identified in the review included clear group structures, strong governance, effective monitoring of group debt and comprehensive risk management across all entities. Legal,Regulation,Tax & Compliance Saxo UK partners with BlondeMoney to help guide investors through the Autumn Budget News Team Tuesday, October 28, 2025 12:00 am http://managersofwealth.com/article/121541/saxo-uk-partners-with-blondemoney-to-help-guide-investors-through-the-autumn-budget Saxo UK is preparing for heightened market uncertainty and volatility Legal,Regulation,Tax & Compliance Schroders demonstrates extensive credit expertise by acting as an anchor investor in a €455m new notes issue by GTC Finance DAC News Team Friday, October 24, 2025 1:00 am http://managersofwealth.com/article/121485/schroders-demonstrates-extensive-credit-expertise-by-acting-as-an-anchor-investor-in-a-ampeuro455m-new-notes-issue-by-gtc-finance-dac GTC Aurora is part of GTC Group, one of the leading commercial real estate investors and developers in central and eastern Europe and Germany. Legal,Regulation,Tax & Compliance Monetary Policy Assessment September 2025: Summary of the Discussion News Team Thursday, October 23, 2025 1:00 am http://managersofwealth.com/article/121469/monetary-policy-assessment-september-2025-summary-of-the-discussion In the future, a press release will no longer be published; notification of the publication will be available via the SNB News Alert (Monetary Policy category). Legal,Regulation,Tax & Compliance HNWs brace for rising burden as pensions fall into inheritance tax scope News Aggregation Team Wednesday, October 22, 2025 1:00 am http://managersofwealth.com/article/121430/hnws-brace-for-rising-burden-as-pensions-fall-into-inheritance-tax-scope Britain’s wealthiest are increasingly worried about rising taxes, with many taking steps to protect their pensions ahead of new Inheritance Tax rules from 2027 Legal,Regulation,Tax & Compliance SFC reprimands and fines UBS AG $8 million for professional investor misclassification News Team Tuesday, October 21, 2025 1:00 am http://managersofwealth.com/article/121394/sfc-reprimands-and-fines-ubs-ag-8-million-for-professional-investor-misclassification As a result, UBS incorrectly classified certain joint accounts as PI accounts when in fact they ought to be classified as non-professional investors’ accounts (Non-PI Clients). Legal,Regulation,Tax & Compliance Increase in tax paid by richest residents News Aggregation Team Thursday, October 16, 2025 1:00 am http://managersofwealth.com/article/121331/increase-in-tax-paid-by-richest-residents The figure is up on the £2.6m raised by the government in 2019. Legal,Regulation,Tax & Compliance Wealth management and the tokenised future News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121755/wealth-management-and-the-tokenised-future Blockchain will facilitate the greatest ever transfer of wealth, as traditional assets are tokenised and moved onto the blockchain. FinTech Apex Fintech Solutions and Evergreen Wealth Collaborate to Redefine Digital Wealth Management News Team Thursday, November 06, 2025 12:00 am http://managersofwealth.com/article/121731/apex-fintech-solutions-and-evergreen-wealth-collaborate-to-redefine-digital-wealth-management Evergreen Wealth provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients FinTech Temenos Earns 2025 Great Place To Work Certification Across 15 Locations News Team Wednesday, November 05, 2025 12:00 am http://managersofwealth.com/article/121685/temenos-earns-2025-great-place-to-work-certification-across-15-locations Temenos now certified in the US, India, Ecuador, Hong Kong and Taiwan in addition to 10 locations announced earlier this year. FinTech Trust and Technology in Balance News Aggregation Team Thursday, October 30, 2025 12:00 am http://managersofwealth.com/article/121602/trust-and-technology-in-balance AI is moving from hype to habit in wealth management, reshaping how firms serve clients, manage portfolios and build trust. FinTech Iress and Challenger partner to deliver retirement income solution for advisers News Team Wednesday, October 29, 2025 12:00 am http://managersofwealth.com/article/121555/iress-and-challenger-partner-to-deliver-retirement-income-solution-for-advisers This first-of-its-kind technology solution will allow financial advisers to better serve their clients as they approach retirement. FinTech SIX is harmonizing its trading platforms with Aquis Technologies as its technology partner. News Team Wednesday, October 29, 2025 12:00 am http://managersofwealth.com/article/121567/six-is-harmonizing-its-trading-platforms-with-aquis-technologies-as-its-technology-partner The exchanges run on the 'Aquis Equinox' matching engine – a technology platform already used by several exchanges and trading venues worldwide, including Aquis. FinTech Citi and Coinbase Join Forces to Boost Digital Asset Payment Capabilities for Global Clients News Team Tuesday, October 28, 2025 12:00 am http://managersofwealth.com/article/121534/citi-and-coinbase-join-forces-to-boost-digital-asset-payment-capabilities-for-global-clients Citi and Coinbase are collaborating to develop digital asset payment capabilities for institutional clients FinTech Robo vs. human advisors: Who builds you more wealth over time— and what hidden fees should you know about? News Aggregation Team Monday, October 27, 2025 12:00 am http://managersofwealth.com/article/121500/robo-vs-human-advisors-who-builds-you-more-wealth-over-timeampmdash-and-what-hidden-fees-should-you-know-about Some services are fully automated, while others offer limited human interaction. FinTech James Hambro picks Moneyinfo to build new digital client portal News Aggregation Team Monday, October 27, 2025 12:00 am http://managersofwealth.com/article/121511/james-hambro-picks-moneyinfo-to-build-new-digital-client-portal James Hambro & Partners has teamed up with Moneyinfo to build a better digital experience for its wealth clients. FinTech Gregory Van of Endowus on Redefining Digital Wealth Management in 2025 News Aggregation Team Monday, October 27, 2025 12:00 am http://managersofwealth.com/article/121518/gregory-van-of-endowus-on-redefining-digital-wealth-management-in-2025 In a session dominated by discussions about operational resilience and client expectations, Van framed Endowus’s approach as a blueprint for how technology-first wealth managers can leapfrog traditional institutions. FinTech The Evolving Landscape of Middle East Family Offices News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121739/the-evolving-landscape-of-middle-east-family-offices This evolution reflects both regional economic diversification and a new generation of leadership stepping into prominent roles. Family Office Family offices make fewer deals but still flock to AI startup mega-rounds News Aggregation Team Thursday, November 06, 2025 12:00 am http://managersofwealth.com/article/121730/family-offices-make-fewer-deals-but-still-flock-to-ai-startup-mega-rounds While family offices are making fewer bets, their appetite for large rounds hasn’t budged as they seek bigger returns and to tap into the AI boom. Family Office What's causing the strategic ascent of family offices in Asia? News Team Wednesday, November 05, 2025 12:00 am http://managersofwealth.com/article/121688/whatamp039s-causing-the-strategic-ascent-of-family-offices-in-asia Family offices were once considered the preserve of Western dynasties – rooted in the legacies of European aristocracy and American industrial wealth. Family Office The rise of the family office News Team Thursday, October 30, 2025 12:00 am http://managersofwealth.com/article/121589/the-rise-of-the-family-office Family offices are increasingly incorporating digital assets into their investment strategies Family Office Why every family office should document its investment philosophy News Team Thursday, October 30, 2025 12:00 am http://managersofwealth.com/article/121606/why-every-family-office-should-document-its-investment-philosophy They’re understood, perhaps even widely shared among family members and advisors, but they live only in conversations, assumptions, and intuition. Family Office Why AI and Crypto Are Gaining Ground in Family Office Portfolios News Team Wednesday, October 29, 2025 12:00 am http://managersofwealth.com/article/121575/why-ai-and-crypto-are-gaining-ground-in-family-office-portfolios While portfolio allocations in traditional assets, such as stocks and bonds, are not going anywhere soon, investments that were once looked upon with skepticism are now picking up steam among the world’s most sophisticated investors. Family Office Zurich multi-family office bolsters real estate investment committee News Aggregation Team Tuesday, October 28, 2025 12:00 am http://managersofwealth.com/article/121529/zurich-multi-family-office-bolsters-real-estate-investment-committee Verium welcomes Ede Andràskay and Daniel Kuster to its real estate investment committee. Family Office UAE family offices turn to AI and digital assets News Aggregation Team Tuesday, October 28, 2025 12:00 am http://managersofwealth.com/article/121551/uae-family-offices-turn-to-ai-and-digital-assets This indicates a strong inclination toward digital diversification and a willingness to explore new forms of value creation in an increasingly connected economy. Family Office Sky Kwah of Raffles Family Office: Reasserting Alignment in Private Wealth Management News Aggregation Team Monday, October 27, 2025 12:00 am http://managersofwealth.com/article/121504/sky-kwah-of-raffles-family-office-reasserting-alignment-in-private-wealth-management RFO’s processes are structured to prioritise alignment with client goals, rigorous due diligence, and control over terms, particularly in alternatives where lockups and cost structures often disadvantage investors. Family Office Family offices approaching crunch point News Aggregation Team Thursday, October 23, 2025 1:00 am http://managersofwealth.com/article/121457/family-offices-approaching-crunch-point The mismatch between responsibilities and resources for family offices is widening, as many struggle to balance a range of tasks including managing money, legacy planning and governance Family Office Luxury takes the next step News Aggregation Team Thursday, November 06, 2025 12:00 am http://managersofwealth.com/article/121716/luxury-takes-the-next-step Luxury hotels have stepped beyond the classic criteria of service, brand and location Luxury Alpine Luxury Homes Soar as Europe Defies Global Slowdown News Aggregation Team Wednesday, November 05, 2025 12:00 am http://managersofwealth.com/article/121709/alpine-luxury-homes-soar-as-europe-defies-global-slowdown Upcoming 2026 Winter Olympics Driving Sales Interest Luxury Will Ferrari change the luxury EV game? News Team Tuesday, November 04, 2025 12:00 am http://managersofwealth.com/article/121669/will-ferrari-change-the-luxury-ev-game The Italian manufacturer looks to be something of an exception this autumn, in a market where enthusiasm for luxury electric vehicles seems to be fading. Luxury China still ‘beating heart of global luxury’ as French giant LVMH signals faith in market News Aggregation Team Tuesday, November 04, 2025 12:00 am http://managersofwealth.com/article/121682/china-still-amplsquobeating-heart-of-global-luxuryamprsquo-as-french-giant-lvmh-signals-faith-in-market As Beijing prepares its next five-year plan, LVMH expects Chinese consumers to remain central to global luxury market Luxury LVMH is set to prosper as the wealthy start shopping again News Aggregation Team Monday, November 03, 2025 12:00 am http://managersofwealth.com/article/121652/lvmh-is-set-to-prosper-as-the-wealthy-start-shopping-again After two years of uncertainty, the outlook for LVMH is starting to improve. Is now a good time to add the luxury-goods purveyor to your portfolio? Luxury Inside the minds of HNWIs: GLAM Q3 2025 Insights Revealed - Altiant News Team Friday, October 31, 2025 12:00 am http://managersofwealth.com/article/121614/inside-the-minds-of-hnwis-glam-q3-2025-insights-revealed-altiant Our insights from Q3 are shaped by the responses of 489 new affluent and HNWIsz Luxury Super-rich ditch London mansions for flats, developer says News Aggregation Team Friday, October 31, 2025 12:00 am http://managersofwealth.com/article/121622/super-rich-ditch-london-mansions-for-flats-developer-says Alex Michelin, co-founder of Valouran, said many high net worth individuals (HNWIs) remained attracted to London but were scaling down their property investment to reflect plans to spend more time elsewhere. Luxury First Look: Toyota’s Century Concept is the next chapter of Japanese luxury News Aggregation Team Thursday, October 30, 2025 12:00 am http://managersofwealth.com/article/121586/first-look-toyotaamprsquos-century-concept-is-the-next-chapter-of-japanese-luxury It is expected to compete with ultra-luxury brands like Bentley and Rolls-Royce, positioned above Lexus. Luxury Bentley reimagined: Luxury meets innovation News Aggregation Team Tuesday, October 28, 2025 12:00 am http://managersofwealth.com/article/121535/bentley-reimagined-luxury-meets-innovation Blending timeless craftsmanship with cutting-edge performance to redefine the ultra-luxury automotive experience Luxury Dubai Family With $10 Billion Fortune Pivots to Luxury Property News Aggregation Team Thursday, October 23, 2025 1:00 am http://managersofwealth.com/article/121452/dubai-family-with-10-billion-fortune-pivots-to-luxury-property His first foray will be an ultra-luxury tower designed by a prominent Japanese architect. Luxury The exact amount of money you need to earn to be among New York’s ultra-wealthy club has been revealed—and it’s 7x the average wage News Aggregation Team Tuesday, November 04, 2025 12:00 am http://managersofwealth.com/article/121683/the-exact-amount-of-money-you-need-to-earn-to-be-among-new-yorkamprsquos-ultra-wealthy-club-has-been-revealedampmdashand-itamprsquos-7x-the-average-wage Making over $80,000 may sound like a promising salary for some, but the paycheck would struggle to keep up with New Yorkers’ cost of living. Extremely Wealthy Billionaires Warren Buffett and Ray Dalio Are Completely Split on Gold. Who's Right? News Aggregation Team Monday, November 03, 2025 12:00 am http://managersofwealth.com/article/121632/billionaires-warren-buffett-and-ray-dalio-are-completely-split-on-gold-whoamp039s-right Gold is outperforming the stock market by a wide margin in 2025, with a 48% year-to-date gain. Extremely Wealthy Wealthy People Want to Give More. Why Aren’t They? News Aggregation Team Thursday, October 30, 2025 12:00 am http://managersofwealth.com/article/121587/wealthy-people-want-to-give-more-why-arenamprsquot-they That’s understandable, given that the minimum wealth needed to make the list is now $3.8 billion, with 500 billionaires “too poor” to make the cut. Extremely Wealthy Ultra-rich families focus on driving impact ‘across generations’ in legacy planning News Aggregation Team Thursday, October 30, 2025 12:00 am http://managersofwealth.com/article/121590/ultra-rich-families-focus-on-driving-impact-amplsquoacross-generationsamprsquo-in-legacy-planning Family offices at Standard Chartered forum in Dubai concerned with geopolitical instabilities, digital disruptions and social changes Extremely Wealthy Singapore, Hong Kong stand tall amid heated rivalry in Asia to manage wealth of super rich News Aggregation Team Tuesday, October 28, 2025 12:00 am http://managersofwealth.com/article/121530/singapore-hong-kong-stand-tall-amid-heated-rivalry-in-asia-to-manage-wealth-of-super-rich Wealth mobility involves strategic positioning for opportunity, security, and lifestyle, with growing interest in private markets and sustainable investing. Extremely Wealthy China minted a new billionaire every day last year as wealthy class swelled to a record News Aggregation Team Tuesday, October 28, 2025 12:00 am http://managersofwealth.com/article/121543/china-minted-a-new-billionaire-every-day-last-year-as-wealthy-class-swelled-to-a-record A record 1,434 individuals, each with a net worth of more than US$700 million, have made it onto Hurun’s list of China’s richest people Extremely Wealthy Jeff Bezos sold his Seattle mansion for record-breaking $63 million after he and wife Lauren Sánchez moved to Miami to live in $237 million compound News Aggregation Team Tuesday, October 21, 2025 1:00 am http://managersofwealth.com/article/121399/jeff-bezos-sold-his-seattle-mansion-for-record-breaking-63-million-after-he-and-wife-lauren-sampaacutenchez-moved-to-miami-to-live-in-237-million-compound Amazon founder and billionaire Jeff Bezos sold his Seattle mansion this spring after about two years of living in Miami with his wife, Lauren Sánchez. Extremely Wealthy France’s wealthy shift funds to Luxembourg and Switzerland News Aggregation Team Tuesday, October 21, 2025 1:00 am http://managersofwealth.com/article/121403/franceamprsquos-wealthy-shift-funds-to-luxembourg-and-switzerland Political turmoil and tax threats have accelerated investment flows to havens, asset managers say Extremely Wealthy No reason for tax breaks for uber-wealthy superannuants: Treasurer News Aggregation Team Thursday, October 16, 2025 1:00 am http://managersofwealth.com/article/121317/no-reason-for-tax-breaks-for-uber-wealthy-superannuants-treasurer After announcing on Monday a raft of changes to the $3 million super tax legislation, Treasurer Jim Chalmers spent Tuesday explaining the hows and whys of the government’s backflip on the controversial legislation after defending it for the past two Extremely Wealthy LVMH Chief Bernard Arnault sees his wealth jump by $19 billion News Aggregation Team Thursday, October 16, 2025 1:00 am http://managersofwealth.com/article/121334/lvmh-chief-bernard-arnault-sees-his-wealth-jump-by-19-billion The rally followed the release of the company's better-than-expected quarterly results on Wednesday. Extremely Wealthy Will Mamdani’s Proposed Millionaire Tax Save Or Sink New York City? News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121736/will-mamdaniamprsquos-proposed-millionaire-tax-save-or-sink-new-york-city Zohran Mamdani won over New York City voters by promising to make the city more affordable with a rent freeze and free services funded in part with an added tax on the rich. Comment & Analysis Hong Kong sees jump in demand for new accounts and assets News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121740/hong-kong-sees-jump-in-demand-for-new-accounts-and-assets Wealthy clients at private banks prefer Hong Kong over other wealth management centres, according to a report from the PWMA and KPMG China. Comment & Analysis AI and health: the healthcare system in the age of digital transformation – an encounter with Solène Vo Quang News Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121743/ai-and-health-the-healthcare-system-in-the-age-of-digital-transformation-ampndash-an-encounter-with-solampegravene-vo-quang Artificial Intelligence (AI) is enabling a new era of predictive medicine, detecting subtle signals early and allowing timely interventions that cut hospitalisation and structural costs Comment & Analysis Defence begins at home News Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121753/defence-begins-at-home As the pandemic showed, anything that threatens economic activity or public health can become a strategic necessity demanding investment. Comment & Analysis CEO of Southeast Asia’s largest bank warns investors: ‘Buckle up, we’re in for a volatile ride’ News Aggregation Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121759/ceo-of-southeast-asiaamprsquos-largest-bank-warns-investors-amplsquobuckle-up-weamprsquore-in-for-a-volatile-rideamprsquo Morgan Stanley CEO Ted Pick said at the same summit that investors should welcome periodic pullbacks, calling them healthy developments rather than signs of crisis. Comment & Analysis Tag: Barclays Private Bank and Wealth Management News Aggregation Team Thursday, November 06, 2025 12:00 am http://managersofwealth.com/article/121710/tag-barclays-private-bank-and-wealth-management The report also draws on data from PitchBook and Barclays research, covering global private capital activity through the second quarter of 2025. Comment & Analysis Millions in write-offs at BLKB and the lessons to be learned from them News Aggregation Team Thursday, November 06, 2025 12:00 am http://managersofwealth.com/article/121718/millions-in-write-offs-at-blkb-and-the-lessons-to-be-learned-from-them The report reveals shortcomings on several levels – particularly within the bank's board of directors, as the supervisory body is known. Comment & Analysis The Intelligent Allocator: the comforting illusion of market timing News Team Wednesday, November 05, 2025 12:00 am http://managersofwealth.com/article/121691/the-intelligent-allocator-the-comforting-illusion-of-market-timing The notion of waiting for the ‘right moment’ or a 'better level' sounds appealing, but deserves to be tested not as a ‘prediction’ but through historical evidence and experience. Comment & Analysis Wealthy investors expected to drive $32 trillion alternatives boom News Aggregation Team Wednesday, November 05, 2025 12:00 am http://managersofwealth.com/article/121703/wealthy-investors-expected-to-drive-32-trillion-alternatives-boom A recovery in IPOs and mergers, falling interest rates and the AI boom will all drive a new growth cycle in private markets. Comment & Analysis Millennium Management divests 15% stake to investor group News Aggregation Team Tuesday, November 04, 2025 12:00 am http://managersofwealth.com/article/121672/millennium-management-divests-15-stake-to-investor-group This stake sale shifts the ownership structure of the hedge fund, which was previously entirely owned by its founder. Comment & Analysis World's most expensive coffee goes on sale in Dubai at $1,000 a cup News Aggregation Team Monday, November 03, 2025 12:00 am http://managersofwealth.com/article/121640/worldamp039s-most-expensive-coffee-goes-on-sale-in-dubai-at-1000-a-cup The wealthy emirate is known for its extravagant ventures including an enormous mall with an indoor ski area, the world's tallest building and an artificial island dotted with five-star hotels. Extremely Expensive This Is The Most Expensive State To Drive An EV In (And It's Not Even Close) News Aggregation Team Monday, October 20, 2025 1:00 am http://managersofwealth.com/article/121383/this-is-the-most-expensive-state-to-drive-an-ev-in-and-itamp039s-not-even-close It depends on what type of car you drive, what sort of driving you do, where you would fill or charge up, and, indeed, what state you live in. Extremely Expensive Louis Vuitton’s £120 lipstick marks new high in redrawing item as a luxury product News Aggregation Team Friday, August 29, 2025 1:00 am http://managersofwealth.com/article/120447/louis-vuittonamprsquos-amppound120-lipstick-marks-new-high-in-redrawing-item-as-a-luxury-product LV’s debut makeup collection joins top-end ranges by Dior and Hermès providing relatively accessible social status Extremely Expensive 8 Most Expensive Makeup Products That Are Worth The Splurge News Aggregation Team Thursday, August 21, 2025 1:00 am http://managersofwealth.com/article/120298/8-most-expensive-makeup-products-that-are-worth-the-splurge See the world's most expensive makeup products—including foundation, lipstick, and eyeshadow, among others—that are popular picks among the beauty-obsessed for good reason. Extremely Expensive Ralph Lauren's Ferrari F50 becomes most expensive ever sold in the world News Aggregation Team Wednesday, August 20, 2025 1:00 am http://managersofwealth.com/article/120290/ralph-laurenamp039s-ferrari-f50-becomes-most-expensive-ever-sold-in-the-world What sets Ralph Lauren’s Ferrari F50 apart is that it is just one-of-two US-spec, bright-yellow examples. Extremely Expensive Ronaldo just raised the bar for engagement rings – by 30 carats News Aggregation Team Friday, August 15, 2025 1:00 am http://managersofwealth.com/article/120190/ronaldo-just-raised-the-bar-for-engagement-rings-ampndash-by-30-carats Brett Afshar, founder of Queensmith, shares his take on the huge engagement ring seen on the finger of Ronaldo's now fiancée Extremely Expensive The Most Expensive Chardonnays of 2025 News Team Thursday, August 14, 2025 1:00 am http://managersofwealth.com/article/120187/the-most-expensive-chardonnays-of-2025 When it comes to this year's most expensive Chardonnays, there are few – if any – surprises. Extremely Expensive The most expensive live streaming gear in the world News Aggregation Team Thursday, August 07, 2025 1:00 am http://managersofwealth.com/article/120058/the-most-expensive-live-streaming-gear-in-the-world Power your stream with pro-level products including broadcast sound microphones, 1080p cameras, quality lighting and easy to use recording software. Extremely Expensive First half art auction sales down 10 per cent News Aggregation Team Monday, July 21, 2025 1:00 am http://managersofwealth.com/article/119718/first-half-art-auction-sales-down-10-per-cent One bright spot is the market for Old Master paintings which saw growth of 36 per cent over the same period. Extremely Expensive London is world’s second-most expensive city for super rich News Aggregation Team Tuesday, July 15, 2025 1:00 am http://managersofwealth.com/article/119606/london-is-worldamprsquos-second-most-expensive-city-for-super-rich Authors highlighted the UK government’s decision to bring private schools into the orbit of VAT as being the predominant driver for higher costs for London’s wealthy residents. Extremely Expensive Client-Centricity, Education, and Empathy: Inside Anand Rathi’s Preferred Strategy News Aggregation Team Friday, October 10, 2025 1:00 am http://managersofwealth.com/article/121212/client-centricity-education-and-empathy-inside-anand-rathiamprsquos-preferred-strategy In a wealth management space where the term “client-first” is often used but rarely defined, Anand Rathi Preferred has built its model around three non-negotiables: risk tolerance, investment horizon, and liquidity needs. Research Donations from wealthy people increasing but lack of impact reporting a barrier, report says News Aggregation Team Friday, October 10, 2025 1:00 am http://managersofwealth.com/article/121213/donations-from-wealthy-people-increasing-but-lack-of-impact-reporting-a-barrier-report-says The Modern Philanthropist report says that while “philanthropic giving is now the norm among HNWIs in the UK”, there remain barriers to engagement and major giving. Research Race for Relevance Fuels M&A in Asset and Wealth Management News Team Thursday, October 09, 2025 1:00 am http://managersofwealth.com/article/121184/race-for-relevance-fuels-mampampa-in-asset-and-wealth-management The most fragmented sector of financial services is likely to see the number of firms fall by 20% over the next five years. Research Will investors continue to look through the US government shutdown? News Team Tuesday, October 07, 2025 1:00 am http://managersofwealth.com/article/121137/will-investors-continue-to-look-through-the-us-government-shutdown The indifferent market response to the government shutdown is in line with historical experiences. Research HSBC Digital Transformation Strategy Analysis Report 2025: Technology Focus and Initiatives, Investments, Acquisition Partnerships, Network Map, ICT Budget - ResearchAndMarkets.com News Team Wednesday, September 24, 2025 1:00 am http://managersofwealth.com/article/120898/hsbc-digital-transformation-strategy-analysis-report-2025-technology-focus-and-initiatives-investments-acquisition-partnerships-network-map-ict-budget-researchandmarketscom The report provides insights into company's tech activities, including its digital transformation strategies, its innovation programs, and its technology initiatives. Research CIO Update – Market highs signal solidity, not stress News Team Wednesday, September 24, 2025 1:00 am http://managersofwealth.com/article/120919/cio-update-ampndash-market-highs-signal-solidity-not-stress Stock markets have recently scaled a series of new heights. This can cause consternation among investors concerned the tide will soon turn, but we still see solid potential for risk assets. Coutts’ Chief Investment Officer Fahad Kamal explains why. Research Passive fixed income misses over 200 fallen angels and rising stars since 2020 News Team Friday, September 19, 2025 1:00 am http://managersofwealth.com/article/120821/passive-fixed-income-misses-over-200-fallen-angels-and-rising-stars-since-2020 In the first seven months of 2025 alone, 13 companies have been downgraded to high yield, while eight have been upgraded to investment grade. Research Gen Z turns back on property to build wealth, Revolut survey claims News Aggregation Team Tuesday, September 16, 2025 1:00 am http://managersofwealth.com/article/120760/gen-z-turns-back-on-property-to-build-wealth-revolut-survey-claims Housing crisis continues to price them out of market Research Banking on love: Gen Z’s financial confidence hinges on finding the ‘one’, but more than 50 per cent say cost of dating is getting in the way News Team Friday, September 12, 2025 1:00 am http://managersofwealth.com/article/120713/banking-on-love-gen-zamprsquos-financial-confidence-hinges-on-finding-the-amplsquooneamprsquo-but-more-than-50-per-cent-say-cost-of-dating-is-getting-in-the-way The rising cost of dating, however, is an obstacle for those hoping to find the one. Research Global wealth firms launch landmark AI study News Aggregation Team Thursday, September 04, 2025 1:00 am http://managersofwealth.com/article/120534/global-wealth-firms-launch-landmark-ai-study It will examine how firms across 16 countries are harnessing AI and other transformative technologies to meet rapidly changing customer and employee needs. 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 Our Net Zero Transition Plan 2025 News Team Friday, November 07, 2025 12:00 am http://managersofwealth.com/article/121742/our-net-zero-transition-plan-2025 We believe delivering the transition will make the global economy stronger and more resilient. Planet SOS Ten years on from the Paris Agreement, rich countries’ pitiful climate targets fall drastically short News Team Thursday, October 30, 2025 12:00 am http://managersofwealth.com/article/121603/ten-years-on-from-the-paris-agreement-rich-countriesamprsquo-pitiful-climate-targets-fall-drastically-short The richest and most polluting countries have betrayed the people being hit the hardest by climate disasters, particularly those in low-income countries, Indigenous people and women. Planet SOS ABN AMRO Sustainable Impact Fund publishes 2024 Impact Report News Team Wednesday, October 29, 2025 12:00 am http://managersofwealth.com/article/121559/abn-amro-sustainable-impact-fund-publishes-2024-impact-report This includes a commitment of EUR 500 million to be deployed by ABN AMRO SIF, to support scalable climate solutions. Planet SOS Defending the grid – renewables on the frontline as nations invest to build energy security News Team Friday, October 24, 2025 1:00 am http://managersofwealth.com/article/121472/defending-the-grid-ampndash-renewables-on-the-frontline-as-nations-invest-to-build-energy-security Until recently, most of this energy has come from one simple mechanism – burning things. Planet SOS 83% of Companies Increased Sustainability Investments Over Past Year: Deloitte Survey News Aggregation Team Friday, October 17, 2025 1:00 am http://managersofwealth.com/article/121367/83-of-companies-increased-sustainability-investments-over-past-year-deloitte-survey Larger companies were the most likely to report significant increases, with 22% of companies with more than $10 billion in revenue increasing investments by more than 20% over the prior year. Planet SOS Amundi wins £500m UK universities green cash fund mandate News Aggregation Team Wednesday, October 15, 2025 1:00 am http://managersofwealth.com/article/121303/amundi-wins-amppound500m-uk-universities-green-cash-fund-mandate Amundi has won a 10-way asset management battle to create a bespoke fossil fuel-free cash fund for a Cambridge-led coalition of 79 higher education institutions. Planet SOS Schroders sources 100% renewable electricity News Team Tuesday, October 14, 2025 1:00 am http://managersofwealth.com/article/121276/schroders-sources-100-renewable-electricity The partnership supports five habitat restoration and protection programmes Planet SOS Emerging markets’ sustainable investment paradox News Team Thursday, October 09, 2025 1:00 am http://managersofwealth.com/article/121185/emerging-marketsamprsquo-sustainable-investment-paradox Emerging markets are no longer peripheral players in the global climate transition, but are now shaping its future. Planet SOS Bridges to a sustainable economy – interview with Patrick Odier and Manuel Rybach News Team Monday, September 29, 2025 1:00 am http://managersofwealth.com/article/120978/bridges-to-a-sustainable-economy-ampndash-interview-with-patrick-odier-and-manuel-rybach Sustainability and the integration of ESG factors in investing have been an important topic for the Swiss financial centre for quite some time. Planet SOS Gresham House to acquire SUSI Partners News Team Tuesday, September 23, 2025 1:00 am http://managersofwealth.com/article/120885/gresham-house-to-acquire-susi-partners Creating a top-ten European energy transition platform Planet SOS Apex Group partners with Slice Sports to redefine institutional sports investing News Aggregation Team Friday, October 03, 2025 1:00 am http://managersofwealth.com/article/121104/apex-group-partners-with-slice-sports-to-redefine-institutional-sports-investing Slice combines operator experience with disciplined investment rigor to unlock unique opportunities across the global sports landscape. Health & Wellness What is mental wellbeing fatigue and how can we address this in the workplace? News Team Thursday, September 25, 2025 1:00 am http://managersofwealth.com/article/120940/what-is-mental-wellbeing-fatigue-and-how-can-we-address-this-in-the-workplace World Mental Health Day 2025 falls on 10 October and will focus on sharing experiences of mental health and providing the space for people to talk about it and raise awareness. Health & Wellness Standard Chartered tackles financial wellness in new marketing campaign News Team Monday, September 01, 2025 1:00 am http://managersofwealth.com/article/120453/standard-chartered-tackles-financial-wellness-in-new-marketing-campaign Full-funnel campaign approach pilots new AI and data tools to drive personalisation, leveraging creator content through influencer collaborations Health & Wellness ‘Vivabalance’ employee wellbeing strategy launched News Team Wednesday, July 30, 2025 1:00 am http://managersofwealth.com/article/119897/amplsquovivabalanceamprsquo-employee-wellbeing-strategy-launched It was important for us to ensure that Vivabalance complemented the existing Saffery Trust brand. Health & Wellness HSBC Opens Health and Wellness Center in Singapore News Aggregation Team Monday, July 28, 2025 1:00 am http://managersofwealth.com/article/119846/hsbc-opens-health-and-wellness-center-in-singapore The new center will exclusively serve HSBC customers undergoing medical underwriting for their HSBC Life Singapore polices. Health & Wellness Bridging the gap between wealth management and mental health News Team Friday, March 14, 2025 12:00 am http://managersofwealth.com/article/117377/bridging-the-gap-between-wealth-management-and-mental-health Maxine Lace talks about her learnings from working with clients in the front line at our latest Four Pillars of Capital dinner Health & Wellness The Power of One Voice Summit News Team Friday, February 28, 2025 12:00 am http://managersofwealth.com/article/117017/the-power-of-one-voice-summit The evidence is stark - too many youngsters are falling through the net and feel that they don't matter - and with good reason. Health & Wellness What are some of the current challenges for mental health in the workplace? News Team Tuesday, December 31, 2024 12:00 am http://managersofwealth.com/article/115790/what-are-some-of-the-current-challenges-for-mental-health-in-the-workplace In today’s corporate environment, the term "mental health" is increasingly being discussed Health & Wellness Alex Picot Trust Steps Up for Jersey Stroke Support News Team Thursday, November 07, 2024 12:00 am http://managersofwealth.com/article/115082/alex-picot-trust-steps-up-for-jersey-stroke-support Collectively recording 12,516,584 steps, everyone was encouraged to achieve 10,000 steps day. Health & Wellness The convergence of health, wealth and longevity services News Team Friday, October 11, 2024 1:00 am http://managersofwealth.com/article/114567/the-convergence-of-health-wealth-and-longevity-services The convergence of health, wealth and longevity services Health & Wellness