Managers of Wealth http://managersofwealth.com/ Tue, 24 Jun 2025 11:42:48 BST part of MediaG8way Group http://managersofwealth.com/ http://managersofwealth.com/assets/images/logo.png Managers of Wealth KohanaPHP Deutsche Bank Renews Office Management Agreement News Aggregation Team Tuesday, June 24, 2025 1:00 am http://managersofwealth.com/article/119191/deutsche-bank-renews-office-management-agreement The German lender has various office-related initiatives underway including the goal of achieving net zero carbon emissions by 2050, a global workplace utilization program and improving staff's workplace experience. Wealth and Asset Management Indosuez Wealth Management plans to acquire the “Wealth Management” clients of the BNP Paribas Group in Monaco News Team Tuesday, June 24, 2025 1:00 am http://managersofwealth.com/article/119192/indosuez-wealth-management-plans-to-acquire-the-ampldquowealth-managementamprdquo-clients-of-the-bnp-paribas-group-in-monaco This acquisition would enable Indosuez Wealth Management to assert its leading position on the Monegasque market in which it has been present since 1922. Wealth and Asset Management Henry Chui, Head of Private Wealth APAC at Partners Group, on the private wealth trends in APAC News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119158/henry-chui-head-of-private-wealth-apac-at-partners-group-on-the-private-wealth-trends-in-apac With the right mix of education, customization, local expertise, and innovative fund structures, firms can capitalize on one of the most dynamic and fastest-growing segments in global finance. Wealth and Asset Management Elevation Point backs new wealth manager Family Office Partners News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119166/elevation-point-backs-new-wealth-manager-family-office-partners Family Office Partners, led by a team of former UBS private wealth advisors, manages approximately $2.5bn in client assets. Wealth and Asset Management BlackRock’s Cohen: We are as strong as our rivals on private markets News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119160/blackrockamprsquos-cohen-we-are-as-strong-as-our-rivals-on-private-markets Chief product officer Stephen Cohen says the world’s largest asset manager is ready to go toe-to-toe with alternatives giants Wealth and Asset Management OCBC Unveils Multi-Billion Dollar Johor Commitment News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119164/ocbc-unveils-multi-billion-dollar-johor-commitment By the end of 2025, the bank expects to provide at least another 3 billion ringgits in financing for investments into various sectors including real estate, oil and gas, manufacturing and data centers. Wealth and Asset Management Standard Chartered and ALTIOS announce strategic partnership to support international expansion of SMEs in Asia News Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119167/standard-chartered-and-altios-announce-strategic-partnership-to-support-international-expansion-of-smes-in-asia This collaboration marks a significant milestone in both Standard Chartered and ALTIOS’ commitment to empowering small and medium-sized enterprises (SMEs) with the tools, resources, and insights necessary to scale internationally with confidence. Wealth and Asset Management Where Ninety One's top UK Special Situations fund is finding value News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119170/where-ninety-oneamp039s-top-uk-special-situations-fund-is-finding-value The top performing fund is riding the wave of a significant shift in sentiment shift towards the UK. Wealth and Asset Management HSBC slashes fees for mass affluent clients News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119171/hsbc-slashes-fees-for-mass-affluent-clients Advice fees will drop from 2.75% to 1% for Premier clients in a promotion running until the end of the year. Wealth and Asset Management Wealth managers seek hidden gems in Antwerp News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119173/wealth-managers-seek-hidden-gems-in-antwerp But they were also aware of key challenges and talked urgently about practical pathways towards meeting them. Wealth and Asset Management Citi Appoints Head of Markets for Singapore News Aggregation Team Tuesday, June 24, 2025 1:00 am http://managersofwealth.com/article/119188/citi-appoints-head-of-markets-for-singapore He will also continue to serve as head of FX trading for APAC. Executive Moves 7IM Bolster Investment leadership with appointment of Co-Chief Investment Officers News Team Tuesday, June 24, 2025 1:00 am http://managersofwealth.com/article/119189/7im-bolster-investment-leadership-with-appointment-of-co-chief-investment-officers Together, they will lead the firm’s investment strategy, client communication and propositional development, as 7IM continues to scale and integrate recent acquisitions. Executive Moves UBS GWM Appoints New NRI Head in Dubai News Aggregation Team Tuesday, June 24, 2025 1:00 am http://managersofwealth.com/article/119193/ubs-gwm-appoints-new-nri-head-in-dubai Bächli is expected to relocate from Singapore to take up the position, where he will oversee one of the firm’s most strategically important client corridors—linking Asia and the Middle East. Executive Moves UBS GWM names new Dubai-based NRI head News Aggregation Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119133/ubs-gwm-names-new-dubai-based-nri-head The bank's new NRI head will oversee the increasingly important corridor between Asia and the Middle East. Executive Moves HSBC Names Wealth Solutions Head in Singapore News Aggregation Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119135/hsbc-names-wealth-solutions-head-in-singapore HSBC has appointed Ishan Sarkar as head of wealth and premier solutions for Singapore Executive Moves Farzad Billimoria to join Barclays as Head of Private Bank for the UAE News Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119136/farzad-billimoria-to-join-barclays-as-head-of-private-bank-for-the-uae Farzad Billimoria appointed to lead and accelerate PB’s growth ambitions in the UAE Executive Moves Tech CU Hires Robyn Zach as VP, Senior Private Banking Relationship Manager News Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119138/tech-cu-hires-robyn-zach-as-vp-senior-private-banking-relationship-manager Robyn to Support Growth in Private and Commercial Banking In the Bay Area and Emerging Markets Executive Moves Asset manager's comms chief exits for Basel Chamber of Commerce News Aggregation Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119141/asset-manageramp039s-comms-chief-exits-for-basel-chamber-of-commerce Head of communications at Remaco, Maria Berger, is beginning a new role at the Basel Chamber of Commerce next month. Executive Moves Marcel Oertle becomes new CEO of myky AG News Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119142/marcel-oertle-becomes-new-ceo-of-myky-ag He will be succeeded by Marcel Oertle, Head of BEKB's Private and Business Customers Department. Executive Moves Brainvest Wm names the Head of US Growth News Aggregation Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119144/brainvest-wm-names-the-head-of-us-growth Brainvest Wealth Management has tapped industry veteran Gareth Evans to lead its U.S. expansion, signaling a bold push into the North American ultra-high-net-worth market. Executive Moves Hawksford shows commitment to UAE market through DMCC agreement News Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119162/hawksford-shows-commitment-to-uae-market-through-dmcc-agreement Working closely with its well-established teams in the UK and Singapore, the agreement will also see Hawksford support greater trade flows across the UK-GCC-ASEAN corridor. Legal,Regulation,Tax & Compliance Nigel Farage Accused Of 'Billionaires' Giveaway' Over New Tax Policy News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119177/nigel-farage-accused-of-amp039billionairesamp039-giveawayamp039-over-new-tax-policy All of the money raised from the new policy would be given directly to around 2.5 million workers on low incomes, Farage will announce in a major speech on Monday. Legal,Regulation,Tax & Compliance A UK Wealth Exodus? Why ‘Non-Dom’ Crackdown Risks Backfiring for Reeves News Aggregation Team Wednesday, June 18, 2025 1:00 am http://managersofwealth.com/article/119085/a-uk-wealth-exodus-why-amplsquonon-domamprsquo-crackdown-risks-backfiring-for-reeves What started as a trickle of departures risks turning into an exodus as rich individuals grapple with a raft of other changes hitting their finances — from higher taxes on private equity investments to levies on private school fees. Legal,Regulation,Tax & Compliance Banque Pictet et Cie SA and one of its former asset managers sentenced by penal order News Team Tuesday, June 17, 2025 1:00 am http://managersofwealth.com/article/119076/banque-pictet-et-cie-sa-and-one-of-its-former-asset-managers-sentenced-by-penal-order The conviction was part of a series of criminal proceedings initiated by the Federal Prosecutor's Office (OA) in connection with the international "Lava Jato" corruption scandal, most of which originated in Brazil. Legal,Regulation,Tax & Compliance UBS finance chief voices disappointment over Swiss capital rules News Aggregation Team Friday, June 13, 2025 1:00 am http://managersofwealth.com/article/119000/ubs-finance-chief-voices-disappointment-over-swiss-capital-rules UBS planned to engage in political consultation processes on Switzerland's capital requirements, which could eventually lead to a more proportionate outcome Legal,Regulation,Tax & Compliance SEC to Resume Processing of Registration Applications From Swiss-Based Investment Advisers News Team Wednesday, June 11, 2025 1:00 am http://managersofwealth.com/article/118945/sec-to-resume-processing-of-registration-applications-from-swiss-based-investment-advisers This announcement follows successful discussions between staff from the SEC and the Swiss Financial Market Supervisory Authority (FINMA) regarding (1) the ability of FINMA-supervised Legal,Regulation,Tax & Compliance Federal Council draws lessons from Credit Suisse crisis and specifies measures for banking stability News Team Wednesday, June 11, 2025 1:00 am http://managersofwealth.com/article/118971/federal-council-draws-lessons-from-credit-suisse-crisis-and-specifies-measures-for-banking-stability The Federal Council has also opened a consultation process for those measures that are to be implemented directly at the ordinance level. Legal,Regulation,Tax & Compliance Leading law firm for wealth management in Asia Pacific and Greater China News Aggregation Team Monday, June 09, 2025 1:00 am http://managersofwealth.com/article/118900/leading-law-firm-for-wealth-management-in-asia-pacific-and-greater-china With a private client and tax team of over 40 in Asia and over 200 across 17 offices globally, Withers continues to be the world's largest law firm for wealth management. Legal,Regulation,Tax & Compliance Advisers crave industry-wide standard for MPS due diligence News Team Thursday, June 05, 2025 1:00 am http://managersofwealth.com/article/118841/advisers-crave-industry-wide-standard-for-mps-due-diligence The research highlights a clear gap in financial advisers’ understanding of current regulations relating to outsourced investment providers. Legal,Regulation,Tax & Compliance James Russell discusses how recent tax legislation changes firmly establish Hong Kong as a global leader for family offices. News Team Wednesday, June 04, 2025 1:00 am http://managersofwealth.com/article/118822/james-russell-discusses-how-recent-tax-legislation-changes-firmly-establish-hong-kong-as-a-global-leader-for-family-offices After seeing the success of family office incentivisation in Singapore, Hong Kong launched its own tax concessions in 2023 to simplify the process for application Legal,Regulation,Tax & Compliance AI Washing: The New Concern for Institutional Investors and Wealth Managers News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119161/ai-washing-the-new-concern-for-institutional-investors-and-wealth-managers Over the next three years, 26% of the professional investors surveyed believe that AI washing will worsen slightly, while 3% think it will worsen considerably FinTech Revolut boss promises billion-dollar reward News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119172/revolut-boss-promises-billion-dollar-reward Revolut's CEO, Nik Storonsky , has a salary package that would entitle him to billions in compensation if he achieves certain goals. FinTech Neobanks and Neobrokers: Why they are successful where many online banks of the 1990s failed News Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119152/neobanks-and-neobrokers-why-they-are-successful-where-many-online-banks-of-the-1990s-failed They are growing faster, appealing to investors worldwide, and gaining the trust of new target groups who had previously had little involvement with financial topics. FinTech BBVA Tells Wealthy Clients to Invest Up to 7% in Bitcoin News Aggregation Team Wednesday, June 18, 2025 1:00 am http://managersofwealth.com/article/119084/bbva-tells-wealthy-clients-to-invest-up-to-7-in-bitcoin Spain’s second-largest bank is now actively advising private banking clients to allocate up to 7% of their portfolios into Bitcoin. FinTech AI in banking: Who will win the race? News Aggregation Team Wednesday, June 18, 2025 1:00 am http://managersofwealth.com/article/119098/ai-in-banking-who-will-win-the-race Around 130 guests accepted the invitation from Liechtenstein Finance and finews.ch to an expert discussion on artificial intelligence (AI) in banking on Tuesday evening. FinTech SS&C to Power Wesleyan’s New Digital-First Wealth Platform News Team Wednesday, June 18, 2025 1:00 am http://managersofwealth.com/article/119103/ssampampc-to-power-wesleyanamprsquos-new-digital-first-wealth-platform One of the U.K.’s leading financial mutual extends 20-year relationship with SS&C FinTech FCA and NVIDIA back AI sandbox in UK wealth tech push News Aggregation Team Wednesday, June 18, 2025 1:00 am http://managersofwealth.com/article/119104/fca-and-nvidia-back-ai-sandbox-in-uk-wealth-tech-push For wealth managers, this is a moment of both opportunity and reckoning. FinTech Private Banking Without the Banker: The Fintech Taking Wealth Tools Into Its Own Hands News Aggregation Team Tuesday, June 17, 2025 1:00 am http://managersofwealth.com/article/119067/private-banking-without-the-banker-the-fintech-taking-wealth-tools-into-its-own-hands People earning six figures today still get offered the same tools as someone just starting out FinTech Deloitte survey finds more than 40 percent of family offices are advancing technology strategies amid digital transformation News Team Tuesday, June 17, 2025 1:00 am http://managersofwealth.com/article/119079/deloitte-survey-finds-more-than-40-percent-of-family-offices-are-advancing-technology-strategies-amid-digital-transformation Based on a survey of 354 single family offices and in-depth interviews with 40 senior executives, the global report examines how family offices use operational technology across front, middle and back-office functions, and the extent to which this drives FinTech Carlyle, Citi partner to explore fintech specialty lending opportunities News Aggregation Team Friday, June 13, 2025 1:00 am http://managersofwealth.com/article/119012/carlyle-citi-partner-to-explore-fintech-specialty-lending-opportunities Both firms have created a framework for sharing market insights and exploring co-investment and financing opportunities. FinTech BlackRock Study: Family Offices are in Risk-Management Mode, Focused on Increasing Diversification and Idiosyncratic Sources of Return News Aggregation Team Tuesday, June 24, 2025 1:00 am http://managersofwealth.com/article/119195/blackrock-study-family-offices-are-in-risk-management-mode-focused-on-increasing-diversification-and-idiosyncratic-sources-of-return The survey results also showed that concern around disruptions to trade and the increasing fragmentation in geopolitics turned overall sentiment negative for the first time since the survey began in 2020. Family Office Navigating Private Wealth in Hong Kong News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119185/navigating-private-wealth-in-hong-kong As families become increasingly global in their outlook, managing and preserving wealth across generations and jurisdictions has never been more complex – or more important. Family Office How European family offices are reallocating capital towards the UAE News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119186/how-european-family-offices-are-reallocating-capital-towards-the-uae The UAE imposes no personal income tax, capital gains tax, or inheritance tax Family Office Naomi Rive Earns Spot on Spear’s Magazine Family Office Services Index News Team Thursday, June 19, 2025 1:00 am http://managersofwealth.com/article/119107/naomi-rive-earns-spot-on-spearamprsquos-magazine-family-office-services-index This recognition demonstrates her exceptional contributions and leadership in the industry. Family Office Asia Pacific leads family office growth News Aggregation Team Wednesday, June 18, 2025 1:00 am http://managersofwealth.com/article/119100/asia-pacific-leads-family-office-growth Most family offices in the region are still led by the first generation. Family Office Family offices still struggling to bridge generation gap News Aggregation Team Wednesday, June 18, 2025 1:00 am http://managersofwealth.com/article/119101/family-offices-still-struggling-to-bridge-generation-gap Succession planning, while improving, is still incomplete in over half of family offices, a report from Campden Wealth and Tiedemann Global found Family Office BlackRock Study: Family Offices are in Risk-Management Mode, Focused on Increasing Diversification and Idiosyncratic Sources of Return News Team Tuesday, June 17, 2025 1:00 am http://managersofwealth.com/article/119080/blackrock-study-family-offices-are-in-risk-management-mode-focused-on-increasing-diversification-and-idiosyncratic-sources-of-return Alternative assets are more important than ever to family offices, making up 42% of their portfolios, up from 39% from BlackRock’s previous survey. Family Office New Family Office Research Reveals that Cross-Border Wealth is on the Rise and Defining Purpose Unlocks Next Gen Engagement News Team Friday, June 13, 2025 1:00 am http://managersofwealth.com/article/118997/new-family-office-research-reveals-that-cross-border-wealth-is-on-the-rise-and-defining-purpose-unlocks-next-gen-engagement Now in its second year, the AlTi Tiedemann Global and Campden Wealth 2025 Family Office Operational Excellence Report has expanded to include data on families in Europe and Asia Pacific in addition to North America and introduces six new topic areas Family Office Lombard Odier: Family Offices Slash Return Expectations News Aggregation Team Thursday, June 12, 2025 1:00 am http://managersofwealth.com/article/118982/lombard-odier-family-offices-slash-return-expectations A report by Lombard Odier explores their investment outlook in an increasingly uncertain macro environment. Family Office New Family Office Research Reveals that Cross-Border Wealth is on the Rise and Defining Purpose Unlocks Next Gen Engagement News Team Thursday, June 12, 2025 1:00 am http://managersofwealth.com/article/118994/new-family-office-research-reveals-that-cross-border-wealth-is-on-the-rise-and-defining-purpose-unlocks-next-gen-engagement Now in its second year, the AlTi Tiedemann Global and Campden Wealth 2025 Family Office Operational Excellence Report has expanded to include data on families in Europe and Asia Pacific in addition to North America and introduces six new topic areas Family Office A perfume for 40,000 euros: Brioni and Lalique team up News Aggregation Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119143/a-perfume-for-40000-euros-brioni-and-lalique-team-up The Dualité, Crystal Edition marks the first-ever collaboration between the French crystal house Lalique and the Italian fashion house Brioni. Luxury Xiaomi is rolling out a luxe electric SUV with serious range News Aggregation Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119147/xiaomi-is-rolling-out-a-luxe-electric-suv-with-serious-range The Xiaomi YU7 has the looks of a Ferrari SUV, the sticker price of a Tesla Model Y and an 800 km range Luxury Luxury’s $1.7 trillion headache: The sector lost 50 million customers last year and is struggling with selfie-happy Gen Z News Aggregation Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119148/luxuryamprsquos-17-trillion-headache-the-sector-lost-50-million-customers-last-year-and-is-struggling-with-selfie-happy-gen-z The study released Thursday shows the sector’s worth was €1.5 trillion ($1.7 trillion) in 2024, though for Q1 of 2025 estimates are shrinkage of 3% compared to last year. Luxury How Swiss banking shapes the top hotel industry News Aggregation Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119150/how-swiss-banking-shapes-the-top-hotel-industry In the finews.ch podcast, grand hotelier Carsten K. Rath explains why bankers and hoteliers often share the same standards – and why high prices don't deter but instead inspire trust. Luxury A blue bonhomie: New York-based artist Daniel Arsham and Tiffany & Co. unveil the Bronze Eroded Penny Vessel with the iconic HardWear necklace, limited to just 39 pieces News Aggregation Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119153/a-blue-bonhomie-new-york-based-artist-daniel-arsham-and-tiffany-ampamp-co-unveil-the-bronze-eroded-penny-vessel-with-the-iconic-hardwear-necklace-limited-to-just-39-pieces Adding a new dimension to the fandom for Tiffany Blue is none other than ace sculptor Daniel Arsham, who taps into his fascination with archaeology to deliver an unexpected iteration of a Tiffany icon. Luxury Gatherings A. Lange & Söhne in Focus: UBS House of Craft Shines a Light on German Craftsmanship News Aggregation Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119154/gatherings-a-lange-ampamp-sampoumlhne-in-focus-ubs-house-of-craft-shines-a-light-on-german-craftsmanship An evening of cocktails and conversation with Charles Langlois, Brand President of A. Lange & Söhne Americas, and Hodinkee's Mark Kauzlarich. Luxury Ultra rich turn Vietnam into new hot spot for luxury yachts News Aggregation Team Wednesday, June 18, 2025 1:00 am http://managersofwealth.com/article/119086/ultra-rich-turn-vietnam-into-new-hot-spot-for-luxury-yachts The yacht, built by Italian shipyard Azimut and officially handed over to Mr Pham in a ceremony earlier in 2025, is the first-ever new 30m-plus super yacht sold in Vietnam Luxury New jewel for Luxembourg's financial center News Aggregation Team Wednesday, June 18, 2025 1:00 am http://managersofwealth.com/article/119094/new-jewel-for-luxembourgamp039s-financial-center In recent years, Luxembourg has evolved from a pure fund location to a center for European investment strategies. Luxury Art: a passion investment News Aggregation Team Wednesday, June 18, 2025 1:00 am http://managersofwealth.com/article/119099/art-a-passion-investment Among art collectors, motivations are as varied as their profiles. Luxury Where Europe’s most powerful are taking their yachts this year News Aggregation Team Tuesday, June 17, 2025 1:00 am http://managersofwealth.com/article/119062/where-europeamprsquos-most-powerful-are-taking-their-yachts-this-year Plus, Europe dominates the luxury yacht market, with shipbuilders in Germany, Italy, and the Netherlands renowned for high-quality craftsmanship and technological innovation. Luxury New study reveals disturbing impacts of luxurious lifestyles of the wealthy: 'We can directly link them' News Aggregation Team Friday, June 13, 2025 1:00 am http://managersofwealth.com/article/119016/new-study-reveals-disturbing-impacts-of-luxurious-lifestyles-of-the-wealthy-amp039we-can-directly-link-themamp039 Our study shows that extreme climate impacts are not just the result of abstract global emissions Extremely Wealthy European billionaires sell $1 billion in stocks amid strong market performance News Aggregation Team Wednesday, June 11, 2025 1:00 am http://managersofwealth.com/article/118957/european-billionaires-sell-1-billion-in-stocks-amid-strong-market-performance Wealthy investors shift strategies with billion-dollar stock sales, defying market trends. Extremely Wealthy Billionaire Bill Ackman’s been investing in one of my favourite S&P 500 growth stocks News Aggregation Team Monday, June 09, 2025 1:00 am http://managersofwealth.com/article/118912/billionaire-bill-ackmanamprsquos-been-investing-in-one-of-my-favourite-sampampp-500-growth-stocks This high-quality S&P 500 technology stock’s well off its highs. And renowned hedge fund manager Bill Ackman’s been buying the dip. Extremely Wealthy Bill Gates to give away his $200 billion wealth over next 20 years: ‘Majority of that funding will be spent on…’ News Aggregation Team Tuesday, June 03, 2025 1:00 am http://managersofwealth.com/article/118806/bill-gates-to-give-away-his-200-billion-wealth-over-next-20-years-amplsquomajority-of-that-funding-will-be-spent-onamphellipamprsquo The Gates Foundation will focus on preventing deaths, eradicating diseases, and alleviating poverty, aiming to complete its mission by 2045. Extremely Wealthy Wealthy UK Business Owners Report Tax Risk Motivators, Barriers News Aggregation Team Friday, May 30, 2025 1:00 am http://managersofwealth.com/article/118741/wealthy-uk-business-owners-report-tax-risk-motivators-barriers Business owners with a lot of control over their business financials and not a lot of accounting know-how are particularly at risk Extremely Wealthy Ultra Rich Wanted More China Exposure Before Trade War, UBS Says News Aggregation Team Thursday, May 22, 2025 1:00 am http://managersofwealth.com/article/118601/ultra-rich-wanted-more-china-exposure-before-trade-war-ubs-says On average globally, 18% wanted to do so. Extremely Wealthy Forget becoming a self-made billionaire—working for others is a fast-track to ultra-wealth like Tim Cook and Satya Nadella News Aggregation Team Wednesday, May 21, 2025 1:00 am http://managersofwealth.com/article/118575/forget-becoming-a-self-made-billionaireampmdashworking-for-others-is-a-fast-track-to-ultra-wealth-like-tim-cook-and-satya-nadella For these billionaires, good business ideas, fueled by market buzz, were rewarded with a 10-figure payday. Extremely Wealthy UK’s 50 richest families hold more wealth than 50% of population, analysis finds News Aggregation Team Tuesday, May 20, 2025 1:00 am http://managersofwealth.com/article/118559/ukamprsquos-50-richest-families-hold-more-wealth-than-50-of-population-analysis-finds Equality Trust says billionaires getting ‘ludicrously’ richer, with top two now wealthier than whole of 1990 rich list Extremely Wealthy Rich Japanese Still Fear a Yen Crash, UBS Wealth Manager Says News Aggregation Team Monday, May 19, 2025 1:00 am http://managersofwealth.com/article/118519/rich-japanese-still-fear-a-yen-crash-ubs-wealth-manager-says That’s in part because the country’s most prosperous households, who are sitting on loads of cash in bank accounts losing value by the day due to inflation, are still scarred by the market’s collapse in the early 1990s Extremely Wealthy Thailand’s Richest Man Increases Local Bank Stake News Aggregation Team Monday, May 19, 2025 1:00 am http://managersofwealth.com/article/118526/thailandamprsquos-richest-man-increases-local-bank-stake The increase makes Gulf Development the bank's third largest shareholder. Extremely Wealthy Global art trends viewed by Guillaume Cerutti, Chairman of Christie’s International News Team Tuesday, June 24, 2025 1:00 am http://managersofwealth.com/article/119194/global-art-trends-viewed-by-guillaume-cerutti-chairman-of-christieamprsquos-international Collectibles are often illiquid and follow trends of their own, thereby providing precious sources of diversification to the rest of investment portfolios. Comment & Analysis BNY Approached Northern Trust for Merger Talks, WSJ Says News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119159/bny-approached-northern-trust-for-merger-talks-wsj-says The chief executives of the banks had at least one conversation Comment & Analysis Bank of China ( Television Broadcasts Limited (“TVB”) “Wealth Management Expo 2025” was successfully held News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119163/bank-of-china-television-broadcasts-limited-ampldquotvbamprdquo-ampldquowealth-management-expo-2025amprdquo-was-successfully-held Driving Economic Momentum, Leading Trends with Mega Events Comment & Analysis What is behind Neil Woodford’s latest venture? News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119168/what-is-behind-neil-woodfordamprsquos-latest-venture The similarities extend to the colours and fonts being used on the new venture’s website, and the structure of the investment portfolios. Comment & Analysis Britain must welcome the rich: they will help to support our working class News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119169/britain-must-welcome-the-rich-they-will-help-to-support-our-working-class The social contract between the rich and the poor is at an all-time low. Comment & Analysis Why Elon Musk’s US$34 billion loss wasn’t really that – and what it tells us about the philanthropy of the ultra-wealthy News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119174/why-elon-muskamprsquos-us34-billion-loss-wasnamprsquot-really-that-ampndash-and-what-it-tells-us-about-the-philanthropy-of-the-ultra-wealthy Gaining or losing even 0.001% of that wealth would be life-changing for most people. Comment & Analysis As IHT receipts hit £1.5 billion, St. James’s Place outlines key gifting strategies to reduce the potential tax burden News Aggregation Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119146/as-iht-receipts-hit-amppound15-billion-st-jamesamprsquos-place-outlines-key-gifting-strategies-to-reduce-the-potential-tax-burden The annual exemption allows individuals to give away £3,000 each year, plus the previous year’s exemption if not already used. Comment & Analysis Stefan Mäder: “Blatten is in our heads – whether we like it or not” News Aggregation Team Friday, June 20, 2025 1:00 am http://managersofwealth.com/article/119156/stefan-mampaumlder-ampldquoblatten-is-in-our-heads-ampndash-whether-we-like-it-or-notamprdquo There was not much destruction to property. Tragically, the rockslide also claimed a human life. Comment & Analysis Envestnet Expands Access to Alternative with Integrated Models and Advisor-Traded Capabilities News Team Thursday, June 19, 2025 1:00 am http://managersofwealth.com/article/119113/envestnet-expands-access-to-alternative-with-integrated-models-and-advisor-traded-capabilities New Functionality, Model Portfolios, And Integrations Democratize Access to Alternative Investments at Scale with Leading Asset Managers – BlackRock, Fidelity Investments, Franklin Templeton and State Street Comment & Analysis Why choosing ZEDRA for escrow and paying agent solutions is a strategic advantage News Team Wednesday, June 18, 2025 1:00 am http://managersofwealth.com/article/119088/why-choosing-zedra-for-escrow-and-paying-agent-solutions-is-a-strategic-advantage ZEDRA stands as a premier provider in this space, offering fast, secure, and scalable solutions that deliver unparalleled peace of mind. Comment & Analysis A Perfume for 40,000 Francs: Brioni and Lalique Join Forces News Aggregation Team Monday, June 23, 2025 1:00 am http://managersofwealth.com/article/119165/a-perfume-for-40000-francs-brioni-and-lalique-join-forces The Dualité, Crystal Edition marks the first cooperation between the French crystal house Lalique and the Italian fashion house Brioni. Extremely Expensive ‘House of Marble’ in London Once Owned by Omani Royal Family Hits the Market News Aggregation Team Tuesday, June 17, 2025 1:00 am http://managersofwealth.com/article/119078/amplsquohouse-of-marbleamprsquo-in-london-once-owned-by-omani-royal-family-hits-the-market The townhouse in Mayfair has around 13 types of the premium stone Extremely Expensive Imagine: John Lennon’s Glasses Sell For $52,000 At A Charity Auction News Aggregation Team Friday, January 24, 2025 12:00 am http://managersofwealth.com/article/116458/imagine-john-lennonamprsquos-glasses-sell-for-52000-at-a-charity-auction Many extraordinary items were auctioned that night for charity, and one such treasure was a pair of round metal glasses that John Lennon had once owned. Extremely Expensive Patek Philippe squares up to younger buyers with new Cubitus collection News Aggregation Team Tuesday, October 22, 2024 1:00 am http://managersofwealth.com/article/114748/patek-philippe-squares-up-to-younger-buyers-with-new-cubitus-collection President Thierry Stern imagines the new line, which takes its cues from the classic Nautilus bracelet watch, on the wrists of the Gen Z super-rich Extremely Expensive Why This Prototype Rolex ‘Rainbow’ Daytona Could Sell For Millions News Aggregation Team Friday, October 18, 2024 1:00 am http://managersofwealth.com/article/114699/why-this-prototype-rolex-amplsquorainbowamprsquo-daytona-could-sell-for-millions This makes it the Rainbow the most expensive modern regular-production factory Daytona on the market. Extremely Expensive The 15 most expensive cars sold at Monterey Car Week News Aggregation Team Wednesday, August 21, 2024 1:00 am http://managersofwealth.com/article/113571/the-15-most-expensive-cars-sold-at-monterey-car-week From barely-driven Bugattis to race-winning Ferraris to achingly beautiful Alfa Romeos Extremely Expensive Why the F-22 Raptor Is the World’s Most Expensive Fighter Jet News Aggregation Team Tuesday, August 13, 2024 1:00 am http://managersofwealth.com/article/113402/why-the-f-22-raptor-is-the-worldamprsquos-most-expensive-fighter-jet This price is largely due to its pioneering design, which introduced many advanced technologies, including stealth capabilities, sophisticated avionics, and thrust-vectoring nozzles. Extremely Expensive Mukesh Ambani’s wealth rose enough, in a day, to pay for most of a $600 million wedding News Aggregation Team Friday, July 26, 2024 1:00 am http://managersofwealth.com/article/113080/mukesh-ambaniamprsquos-wealth-rose-enough-in-a-day-to-pay-for-most-of-a-600-million-wedding What made Ambani stand out was that he was the only one of the top 20 billionaires to see their wealth rise in what was a brutal day for the mega-elite after the S&P 500 stock index tumbled. Extremely Expensive Prima Asset Management buys Prime Hotel in London News Aggregation Team Monday, June 17, 2024 1:00 am http://managersofwealth.com/article/112279/prima-asset-management-buys-prime-hotel-in-london Prima Asset Management, a Singapore-based real estate asset management company, has acquired the freehold Prime Hotel located in the Paddington area in London. Financial details of the transaction remain undisclosed. The acquisition is part of the compa Extremely Expensive Pink Diamond Scores $13M at Christie’s New York News Aggregation Team Friday, June 14, 2024 1:00 am http://managersofwealth.com/article/112255/pink-diamond-scores-13m-at-christieamprsquos-new-york The auction saw strong participation, with half of the bids coming from the Americas while a quarter came from Europe, and 26% from Asia Pacific and the Middle East combined. Extremely Expensive Rothschild & Co announces creation of Global Markets Solutions and rebranding of research arm News Team Tuesday, June 17, 2025 1:00 am http://managersofwealth.com/article/119054/rothschild-ampamp-co-announces-creation-of-global-markets-solutions-and-rebranding-of-research-arm GMS positions Rothschild & Co to provide research-led distribution and execution seamlessly across public and private markets. Research Adding private market investments to your portfolio News Team Monday, June 16, 2025 1:00 am http://managersofwealth.com/article/119032/adding-private-market-investments-to-your-portfolio As part of our advisory process, we assign investors to one of six risk profiles according to their individual risk capacity. Research Should I stay or should I go? From Non-Dom to FIG in a new UK tax era – a practical guide News Team Monday, June 16, 2025 1:00 am http://managersofwealth.com/article/119043/should-i-stay-or-should-i-go-from-non-dom-to-fig-in-a-new-uk-tax-era-ampndash-a-practical-guide For now-former UK non-doms, and individuals planning to relocate to the UK, the introduction of the new rules has been seismic Research A new era of wealth transfer: Five key takeaways for securing your family legacy News Team Thursday, June 12, 2025 1:00 am http://managersofwealth.com/article/118973/a-new-era-of-wealth-transfer-five-key-takeaways-for-securing-your-family-legacy Insights into giving and inheriting wealth across generations. Research Women’s Wealth Alliance seeks views on women in personal finance News Aggregation Team Tuesday, June 03, 2025 1:00 am http://managersofwealth.com/article/118805/womenamprsquos-wealth-alliance-seeks-views-on-women-in-personal-finance This includes financial planning, mortgage and protection advice, financial coaching, academy members, paraplanning, compliance, T&C and support roles. Research Does Wealth Always Equal Happiness? New Research Suggest No News Team Thursday, May 22, 2025 1:00 am http://managersofwealth.com/article/118603/does-wealth-always-equal-happiness-new-research-suggest-no Far from the glossy portrayals of effortless affluence, a more nuanced picture of wealth is emerging. Research Winning over the unadvised amid $3.5tn wealth wave News Aggregation Team Friday, April 04, 2025 1:00 am http://managersofwealth.com/article/117769/winning-over-the-unadvised-amid-35tn-wealth-wave Lower fees was cited by 61 per cent of respondents who are not currently advised, alongside trustworthiness at 58 per cent. Research Wealth disparity grows in Finland as rich get richer News Aggregation Team Wednesday, March 12, 2025 12:00 am http://managersofwealth.com/article/117341/wealth-disparity-grows-in-finland-as-rich-get-richer The wealthiest 10 percent of households in Finland now account for more than half of the total net wealth, according to Statistics Finland. Research Calastone research reveals tokenisation could save US$135 billion for asset management industry News Aggregation Team Friday, March 07, 2025 12:00 am http://managersofwealth.com/article/117236/calastone-research-reveals-tokenisation-could-save-us135-billion-for-asset-management-industry The research also identifies that fund processing costs are projected to rise by 32% over the next three years, putting firms under increasing pressure to modernise. Research Client communication outpace wealth managers digital shift News Team Wednesday, February 26, 2025 12:00 am http://managersofwealth.com/article/117079/client-communication-outpace-wealth-managers-digital-shift Investors are shifting towards digital channels, but many wealth managers remain reliant on traditional methods, Avaloq reveals. Research 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 Debunking Top 4 Myths On Private Jet Travel News Aggregation Team Tuesday, May 31, 2022 1:00 am http://managersofwealth.com/article/97937/debunking-top-4-myths-on-private-jet-travel A luxurious vacation in the far-flung lands is now within reach with private jets becoming more accessible for everyone. Executive Travel ‘The haves and have-yachts’: on the trail of London’s super-rich News Aggregation Team Monday, May 23, 2022 1:00 am http://managersofwealth.com/article/97784/amplsquothe-haves-and-have-yachtsamprsquo-on-the-trail-of-londonamprsquos-super-rich We join sociologist Caroline Knowles on a walk across the economic and class divide of the capital to discover how extreme wealth has reshaped our streets Executive Travel Impact Report 2024: Sustainable investment as relevant as ever News Team Friday, June 13, 2025 1:00 am http://managersofwealth.com/article/119021/impact-report-2024-sustainable-investment-as-relevant-as-ever Engagement also means bilateral interactions with their investee companies to clear up specific matters such as their links with certain sectors, or their remuneration policies. Planet SOS ESG insights for 2025 and beyond News Team Wednesday, June 11, 2025 1:00 am http://managersofwealth.com/article/118946/esg-insights-for-2025-and-beyond The global sustainable fund universeendured its worst quarter on record in the first quarter of 2025, registering net outflows of USD 8.6 billion. Planet SOS Managing the growing challenge of global waste News Team Tuesday, June 10, 2025 1:00 am http://managersofwealth.com/article/118925/managing-the-growing-challenge-of-global-waste Reliance upon any of the information in this article is at the sole discretion of the reader. Planet SOS How should asset managers balance sustainability and investor returns? News Team Thursday, June 05, 2025 1:00 am http://managersofwealth.com/article/118856/how-should-asset-managers-balance-sustainability-and-investor-returns As a first step, asset managers should integrate financially material ESG data in their investment process since it allows them to take better-informed investment decisions. Planet SOS The rising cost of climate catastrophes – how should investors respond as extreme weather becomes the new normal? News Team Thursday, June 05, 2025 1:00 am http://managersofwealth.com/article/118859/the-rising-cost-of-climate-catastrophes-ampndash-how-should-investors-respond-as-extreme-weather-becomes-the-new-normal Looking ahead, the long-term trajectory is clear: the scale and cost of climate-related events is not only rising, it is accelerating. Planet SOS Schroders publishes first Group Nature Report News Team Wednesday, June 04, 2025 1:00 am http://managersofwealth.com/article/118814/schroders-publishes-first-group-nature-report The report follows the recommendations of the Taskforce on Nature-related Disclosures issued in 2023. Planet SOS Barclays Climate Ventures enables half a billion pounds of climate tech investment since 2020 News Team Wednesday, June 04, 2025 1:00 am http://managersofwealth.com/article/118836/barclays-climate-ventures-enables-half-a-billion-pounds-of-climate-tech-investment-since-2020 Climate tech is key to delivering the next generation energy system, addressing the climate challenge whilst supporting a successful and growing economy with affordable and resilient energy. Planet SOS Managing the growing challenge of global waste News Team Monday, June 02, 2025 1:00 am http://managersofwealth.com/article/118765/managing-the-growing-challenge-of-global-waste The approaches adopted vary by country and have different implications for the environment. Planet SOS Driving change: inside Mercedes-Benz’s bold plan to build carbon-neutral cars News Team Tuesday, May 27, 2025 1:00 am http://managersofwealth.com/article/118659/driving-change-inside-mercedes-benzamprsquos-bold-plan-to-build-carbon-neutral-cars With a legacy that spans nearly a century, Mercedes-Benz continues to define what luxury means on the road, blending heritage, performance and a bold vision for the future. Planet SOS Danske Bank expands its tool box for financing the climate transition News Team Friday, May 23, 2025 1:00 am http://managersofwealth.com/article/118648/danske-bank-expands-its-tool-box-for-financing-the-climate-transition With global emissions and temperatures continuing to increase, climate change remains an urgent challenge. Planet SOS 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 The AI-health revolution – future-proofing our golden years News Aggregation Team Monday, September 30, 2024 1:00 am http://managersofwealth.com/article/114325/the-ai-health-revolution-ampndash-future-proofing-our-golden-years The evolution of this tradition symbolises a global phenomenon – individuals, and entire societies, are getting older. Health & Wellness People prioritising future health ahead of future wealth News Aggregation Team Monday, September 09, 2024 1:00 am http://managersofwealth.com/article/113899/people-prioritising-future-health-ahead-of-future-wealth Additionally, 30% are investing weekly in premium dietary supplements like protein shakes and 16% consume a specialist diet. Health & Wellness Summer wellness programme at UBP Hong Kong News Team Wednesday, August 28, 2024 1:00 am http://managersofwealth.com/article/113682/summer-wellness-programme-at-ubp-hong-kong By seamlessly blending educational, physical, and community-focused elements, the action showcases UBP’s commitment to promoting health, well-being, and a positive impact Health & Wellness SJP: We need to talk more about money to improve mental health News Aggregation Team Thursday, May 02, 2024 1:00 am http://managersofwealth.com/article/111474/sjp-we-need-to-talk-more-about-money-to-improve-mental-health But opening up about money can improve people’s mental health, whether they’re sharing their own financial worries or talking to others about theirs. Health & Wellness Mental health ranks as highest employee concern for asset managers News Aggregation Team Friday, January 26, 2024 12:00 am http://managersofwealth.com/article/109659/mental-health-ranks-as-highest-employee-concern-for-asset-managers Work-life balance a key priority Health & Wellness