Managers of Wealth
http://managersofwealth.com/
Sun, 09 Nov 2025 10:18:58 GMTpart of MediaG8way Group
http://managersofwealth.com/
http://managersofwealth.com/assets/images/logo.pngManagers of WealthKohanaPHPGlobal Private Banking Awards 2025: Winners’ profilesNews Aggregation TeamFriday, 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 countriesWealth and Asset ManagementKKR-backed manager launches new credit strategyNews Aggregation TeamFriday, 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 ManagementWealth manager True Potential integrates NatWest's PayitNews Aggregation TeamFriday, 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 ManagementZwei Wealth Partners with Zug-based Trust FirmNews Aggregation TeamFriday, 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 ManagementGoldman Sachs overtakes Swiss private banksNews Aggregation TeamFriday, 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 ManagementArta expands AI wealth platform globally, onboards Bank of Singapore and Hong Leong BankNews Aggregation TeamFriday, 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 ManagementBroadridge Reports First Quarter Fiscal 2026 ResultsNews TeamFriday, 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 millionWealth and Asset ManagementSantander named ‘Best Private Bank’ in Spain and Poland by The BankerNews TeamFriday, 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 ManagementNorthern Trust Named Best Private Bank in U.S.News TeamFriday, 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 AlternativesWealth and Asset ManagementDBS quarter profit News TeamThursday, November 06, 2025 12:00 am
http://managersofwealth.com/article/121711/dbs-quarter-profit
Nine-month total income and profit before tax reach new highsWealth and Asset ManagementAmid key departures, Indosuez WM’s Asia CEO still nets AUM surgeNews Aggregation TeamFriday, 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 MovesModern Wealth Management Appoints Derek Bruton as Head of M&ANews TeamFriday, 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. marketsExecutive MovesRFO Names Chief People Officer to Build Firm's CultureNews Aggregation TeamFriday, 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 MovesKim-Andrée Potvin strengthens Bonhôte’s management team with two high-level appointmentsNews TeamFriday, 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 MovesZurich IAM hires ex-UBS adviserNews Aggregation TeamFriday, 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 MovesBank's advisory centre chief joins SGKB as private bankerNews Aggregation TeamFriday, 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 MovesZKB appoints new Head of Multi Asset SolutionsNews Aggregation TeamFriday, 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 MovesBrooks Macdonald appoints Andy Robinson as Chief People OfficerNews TeamFriday, 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 MovesBNP Paribas Cardif Appoints Asia CEONews Aggregation TeamThursday, 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 MovesIDB Bank names Sagy Aseraf as President of Private Banking & Wealth Management News TeamThursday, 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 MovesUK weighs 20 per cent exit tax on wealthy emigrantsNews Aggregation TeamMonday, 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 revenueLegal,Regulation,Tax & ComplianceCiti's probe into Andy Sieg failed to interview prominent accusers: ReportNews Aggregation TeamFriday, 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 & ComplianceCalifornia billionaires face proposed one-time wealth taxNews Aggregation TeamFriday, 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 ballotLegal,Regulation,Tax & ComplianceFCA publishes review of consolidation in financial advice and wealth management sectorNews TeamFriday, 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 & ComplianceSaxo UK partners with BlondeMoney to help guide investors through the Autumn BudgetNews TeamTuesday, 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 volatilityLegal,Regulation,Tax & ComplianceSchroders demonstrates extensive credit expertise by acting as an anchor investor in a €455m new notes issue by GTC Finance DACNews TeamFriday, 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 & ComplianceMonetary Policy Assessment September 2025: Summary of the DiscussionNews TeamThursday, 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 & ComplianceHNWs brace for rising burden as pensions fall into inheritance tax scopeNews Aggregation TeamWednesday, 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 2027Legal,Regulation,Tax & ComplianceSFC reprimands and fines UBS AG $8 million for professional investor misclassificationNews TeamTuesday, 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 & ComplianceIncrease in tax paid by richest residentsNews Aggregation TeamThursday, 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 & ComplianceWealth management and the tokenised futureNews Aggregation TeamFriday, 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.FinTechApex Fintech Solutions and Evergreen Wealth Collaborate to Redefine Digital Wealth ManagementNews TeamThursday, 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 clientsFinTechTemenos Earns 2025 Great Place To Work Certification Across 15 LocationsNews TeamWednesday, 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.FinTechTrust and Technology in BalanceNews Aggregation TeamThursday, 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.FinTechIress and Challenger partner to deliver retirement income solution for advisersNews TeamWednesday, 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.FinTechSIX is harmonizing its trading platforms with Aquis Technologies as its technology partner.News TeamWednesday, 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.FinTechCiti and Coinbase Join Forces to Boost Digital Asset Payment Capabilities for Global ClientsNews TeamTuesday, 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 clientsFinTechRobo vs. human advisors: Who builds you more wealth over time— and what hidden fees should you know about?News Aggregation TeamMonday, 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.FinTechJames Hambro picks Moneyinfo to build new digital client portalNews Aggregation TeamMonday, 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.FinTechGregory Van of Endowus on Redefining Digital Wealth Management in 2025News Aggregation TeamMonday, 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. FinTechThe Evolving Landscape of Middle East Family OfficesNews Aggregation TeamFriday, 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 OfficeFamily offices make fewer deals but still flock to AI startup mega-roundsNews Aggregation TeamThursday, 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 OfficeWhat's causing the strategic ascent of family offices in Asia?News TeamWednesday, 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 OfficeThe rise of the family officeNews TeamThursday, 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 strategiesFamily OfficeWhy every family office should document its investment philosophy News TeamThursday, 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 OfficeWhy AI and Crypto Are Gaining Ground in Family Office PortfoliosNews TeamWednesday, 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 OfficeZurich multi-family office bolsters real estate investment committeeNews Aggregation TeamTuesday, 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 OfficeUAE family offices turn to AI and digital assetsNews Aggregation TeamTuesday, 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 OfficeSky Kwah of Raffles Family Office: Reasserting Alignment in Private Wealth ManagementNews Aggregation TeamMonday, 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 OfficeFamily offices approaching crunch pointNews Aggregation TeamThursday, 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 governanceFamily OfficeLuxury takes the next stepNews Aggregation TeamThursday, 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 locationLuxuryAlpine Luxury Homes Soar as Europe Defies Global SlowdownNews Aggregation TeamWednesday, 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 InterestLuxuryWill Ferrari change the luxury EV game?News TeamTuesday, 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. LuxuryChina still ‘beating heart of global luxury’ as French giant LVMH signals faith in marketNews Aggregation TeamTuesday, 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 marketLuxuryLVMH is set to prosper as the wealthy start shopping againNews Aggregation TeamMonday, 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?LuxuryInside the minds of HNWIs: GLAM Q3 2025 Insights Revealed - AltiantNews TeamFriday, 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 HNWIszLuxurySuper-rich ditch London mansions for flats, developer saysNews Aggregation TeamFriday, 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.LuxuryFirst Look: Toyota’s Century Concept is the next chapter of Japanese luxuryNews Aggregation TeamThursday, 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.LuxuryBentley reimagined: Luxury meets innovationNews Aggregation TeamTuesday, 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 experienceLuxuryDubai Family With $10 Billion Fortune Pivots to Luxury PropertyNews Aggregation TeamThursday, 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.LuxuryThe 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 wageNews Aggregation TeamTuesday, 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 WealthyBillionaires Warren Buffett and Ray Dalio Are Completely Split on Gold. Who's Right?News Aggregation TeamMonday, 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 WealthyWealthy People Want to Give More. Why Aren’t They?News Aggregation TeamThursday, 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 WealthyUltra-rich families focus on driving impact ‘across generations’ in legacy planningNews Aggregation TeamThursday, 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 changesExtremely WealthySingapore, Hong Kong stand tall amid heated rivalry in Asia to manage wealth of super richNews Aggregation TeamTuesday, 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 WealthyChina minted a new billionaire every day last year as wealthy class swelled to a recordNews Aggregation TeamTuesday, 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 peopleExtremely WealthyJeff Bezos sold his Seattle mansion for record-breaking $63 million after he and wife Lauren Sánchez moved to Miami to live in $237 million compoundNews Aggregation TeamTuesday, 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 WealthyFrance’s wealthy shift funds to Luxembourg and SwitzerlandNews Aggregation TeamTuesday, 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 sayExtremely WealthyNo reason for tax breaks for uber-wealthy superannuants: TreasurerNews Aggregation TeamThursday, 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 twoExtremely WealthyLVMH Chief Bernard Arnault sees his wealth jump by $19 billionNews Aggregation TeamThursday, 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 WealthyWill Mamdani’s Proposed Millionaire Tax Save Or Sink New York City?News Aggregation TeamFriday, 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 & AnalysisHong Kong sees jump in demand for new accounts and assetsNews Aggregation TeamFriday, 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 & AnalysisAI and health: the healthcare system in the age of digital transformation – an encounter with Solène Vo QuangNews TeamFriday, 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 costsComment & AnalysisDefence begins at homeNews TeamFriday, 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 & AnalysisCEO of Southeast Asia’s largest bank warns investors: ‘Buckle up, we’re in for a volatile ride’News Aggregation TeamFriday, 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 & AnalysisTag: Barclays Private Bank and Wealth ManagementNews Aggregation TeamThursday, 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 & AnalysisMillions in write-offs at BLKB and the lessons to be learned from themNews Aggregation TeamThursday, 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 & AnalysisThe Intelligent Allocator: the comforting illusion of market timingNews TeamWednesday, 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 & AnalysisWealthy investors expected to drive $32 trillion alternatives boomNews Aggregation TeamWednesday, 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 & AnalysisMillennium Management divests 15% stake to investor group News Aggregation TeamTuesday, 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 & AnalysisWorld's most expensive coffee goes on sale in Dubai at $1,000 a cupNews Aggregation TeamMonday, November 03, 2025 12:00 am
http://managersofwealth.com/article/121640/worldamp039s-most-expensive-coffee-goes-on-sale-in-dubai-at-1000-a-cup
The wealthy emirate is known for its extravagant ventures including an enormous mall with an indoor ski area, the world's tallest building and an artificial island dotted with five-star hotels.Extremely ExpensiveThis Is The Most Expensive State To Drive An EV In (And It's Not Even Close)News Aggregation TeamMonday, October 20, 2025 1:00 am
http://managersofwealth.com/article/121383/this-is-the-most-expensive-state-to-drive-an-ev-in-and-itamp039s-not-even-close
It depends on what type of car you drive, what sort of driving you do, where you would fill or charge up, and, indeed, what state you live in.Extremely ExpensiveLouis Vuitton’s £120 lipstick marks new high in redrawing item as a luxury productNews Aggregation TeamFriday, August 29, 2025 1:00 am
http://managersofwealth.com/article/120447/louis-vuittonamprsquos-amppound120-lipstick-marks-new-high-in-redrawing-item-as-a-luxury-product
LV’s debut makeup collection joins top-end ranges by Dior and Hermès providing relatively accessible social statusExtremely Expensive8 Most Expensive Makeup Products That Are Worth The SplurgeNews Aggregation TeamThursday, August 21, 2025 1:00 am
http://managersofwealth.com/article/120298/8-most-expensive-makeup-products-that-are-worth-the-splurge
See the world's most expensive makeup products—including foundation, lipstick, and eyeshadow, among others—that are popular picks among the beauty-obsessed for good reason. Extremely ExpensiveRalph Lauren's Ferrari F50 becomes most expensive ever sold in the worldNews Aggregation TeamWednesday, August 20, 2025 1:00 am
http://managersofwealth.com/article/120290/ralph-laurenamp039s-ferrari-f50-becomes-most-expensive-ever-sold-in-the-world
What sets Ralph Lauren’s Ferrari F50 apart is that it is just one-of-two US-spec, bright-yellow examples.Extremely ExpensiveRonaldo just raised the bar for engagement rings – by 30 caratsNews Aggregation TeamFriday, August 15, 2025 1:00 am
http://managersofwealth.com/article/120190/ronaldo-just-raised-the-bar-for-engagement-rings-ampndash-by-30-carats
Brett Afshar, founder of Queensmith, shares his take on the huge engagement ring seen on the finger of Ronaldo's now fiancéeExtremely ExpensiveThe Most Expensive Chardonnays of 2025News TeamThursday, August 14, 2025 1:00 am
http://managersofwealth.com/article/120187/the-most-expensive-chardonnays-of-2025
When it comes to this year's most expensive Chardonnays, there are few – if any – surprises.Extremely ExpensiveThe most expensive live streaming gear in the worldNews Aggregation TeamThursday, 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 ExpensiveFirst half art auction sales down 10 per centNews Aggregation TeamMonday, 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 ExpensiveLondon is world’s second-most expensive city for super richNews Aggregation TeamTuesday, 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 ExpensiveClient-Centricity, Education, and Empathy: Inside Anand Rathi’s Preferred StrategyNews Aggregation TeamFriday, 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.ResearchDonations from wealthy people increasing but lack of impact reporting a barrier, report saysNews Aggregation TeamFriday, 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.ResearchRace for Relevance Fuels M&A in Asset and Wealth ManagementNews TeamThursday, 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.ResearchWill investors continue to look through the US government shutdown?News TeamTuesday, 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. ResearchHSBC Digital Transformation Strategy Analysis Report 2025: Technology Focus and Initiatives, Investments, Acquisition Partnerships, Network Map, ICT Budget - ResearchAndMarkets.comNews TeamWednesday, 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.ResearchCIO Update – Market highs signal solidity, not stressNews TeamWednesday, 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.ResearchPassive fixed income misses over 200 fallen angels and rising stars since 2020News TeamFriday, 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. ResearchGen Z turns back on property to build wealth, Revolut survey claimsNews Aggregation TeamTuesday, 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 marketResearchBanking 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 wayNews TeamFriday, 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.ResearchGlobal wealth firms launch landmark AI studyNews Aggregation TeamThursday, 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.ResearchNew Report Reveals How The Ultra-Wealthy Will Travel In 2026News Aggregation TeamTuesday, October 07, 2025 1:00 am
http://managersofwealth.com/article/121154/new-report-reveals-how-the-ultra-wealthy-will-travel-in-2026
Findings show that high-net-worth individuals (HNWIs) are no longer satisfied with luxury for its own sake. Instead, they are pursuing exotic encounters, slowing down, and finding meaning.Executive TravelSummer Greetings From Greece’s Best-Kept SecretNews Aggregation TeamMonday, August 11, 2025 1:00 am
http://managersofwealth.com/article/120107/summer-greetings-from-greeceamprsquos-best-kept-secret
Not many tourists visit the island – compared to some other islands. Executive TravelHow The Ultra-Rich Will Travel In 2025News Aggregation TeamFriday, September 13, 2024 1:00 am
http://managersofwealth.com/article/114027/how-the-ultra-rich-will-travel-in-2025
Experts reveal that wealthy individuals are becoming more selective in their future travel plans. They aim to maximize the impact of their investment, prioritizing value over opulence.Executive TravelHow HNWIs are elevating luxury travel experiences to extravagant new heights in 2024News Aggregation TeamThursday, August 15, 2024 1:00 am
http://managersofwealth.com/article/113473/how-hnwis-are-elevating-luxury-travel-experiences-to-extravagant-new-heights-in-2024
From ultra-exclusive travel companions to private island buyouts, the affluent are sparing no expense in their pursuit of unparalleled journeys.Executive Travel7 Essential Destinations for Luxury Travel in 2024News Aggregation TeamFriday, July 05, 2024 1:00 am
http://managersofwealth.com/article/112681/7-essential-destinations-for-luxury-travel-in-2024
Travelers should focus on strategic timing, currency exchange rates, and local promotions to maximize their budget while enjoying unparalleled indulgence.Executive TravelTropical Living: 9 Warm Destinations to Escape the WinterNews TeamMonday, January 16, 2023 12:00 am
http://managersofwealth.com/article/102458/tropical-living-9-warm-destinations-to-escape-the-winter
These tropical, sandy, and sunny luxury locales offer a retreat from northern snow and iceExecutive TravelDestination Aspen: Colorado’s Ski and Mountain StarNews TeamMonday, January 09, 2023 12:00 am
http://managersofwealth.com/article/102316/destination-aspen-coloradoamprsquos-ski-and-mountain-star
Aspen has it all—clean air, culture, designer shops and fine dining, and of course the world’s best skiing and outdoor pursuits. Read on to learn why Aspen is the “Beverly Hills of the mountains,” and take a glimpse of what’sExecutive TravelTravellers opting for luxury penguin cruisesNews Aggregation TeamMonday, December 19, 2022 12:00 am
http://managersofwealth.com/article/102029/travellers-opting-for-luxury-penguin-cruises
Cruising allows nature lovers to access remote areas and enjoy them in luxury accommodation from a small cruise ship which has minimal impact on the delicate environment.Executive TravelOn Top of the World: Welcome to Sunny Isles Beach, MiamiNews TeamMonday, October 31, 2022 12:00 am
http://managersofwealth.com/article/101011/on-top-of-the-world-welcome-to-sunny-isles-beach-miami
Set to redefine the Miami skyline, the two towers of The St. Regis Residences, Sunny Isles Beach, are an exquisite paradiseExecutive TravelThe World’s Most Powerful Passports have the Least Travel FreedomNews TeamWednesday, July 20, 2022 1:00 am
http://managersofwealth.com/article/98919/the-worldamprsquos-most-powerful-passports-have-the-least-travel-freedom
This figure is far behind the global trend where markets in Europe and North America have recovered to around 60% of pre-crisis travel mobility levels. Executive TravelOur Net Zero Transition Plan 2025News TeamFriday, 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 SOSTen years on from the Paris Agreement, rich countries’ pitiful climate targets fall drastically shortNews TeamThursday, 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 SOSABN AMRO Sustainable Impact Fund publishes 2024 Impact ReportNews TeamWednesday, 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 SOSDefending the grid – renewables on the frontline as nations invest to build energy securityNews TeamFriday, 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 SOS83% of Companies Increased Sustainability Investments Over Past Year: Deloitte SurveyNews Aggregation TeamFriday, 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 SOSAmundi wins £500m UK universities green cash fund mandateNews Aggregation TeamWednesday, 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 SOSSchroders sources 100% renewable electricityNews TeamTuesday, October 14, 2025 1:00 am
http://managersofwealth.com/article/121276/schroders-sources-100-renewable-electricity
The partnership supports five habitat restoration and protection programmesPlanet SOSEmerging markets’ sustainable investment paradoxNews TeamThursday, 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 SOSBridges to a sustainable economy – interview with Patrick Odier and Manuel RybachNews TeamMonday, 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 SOSGresham House to acquire SUSI PartnersNews TeamTuesday, September 23, 2025 1:00 am
http://managersofwealth.com/article/120885/gresham-house-to-acquire-susi-partners
Creating a top-ten European energy transition platformPlanet SOSApex Group partners with Slice Sports to redefine institutional sports investingNews Aggregation TeamFriday, October 03, 2025 1:00 am
http://managersofwealth.com/article/121104/apex-group-partners-with-slice-sports-to-redefine-institutional-sports-investing
Slice combines operator experience with disciplined investment rigor to unlock unique opportunities across the global sports landscape.Health & WellnessWhat is mental wellbeing fatigue and how can we address this in the workplace?News TeamThursday, September 25, 2025 1:00 am
http://managersofwealth.com/article/120940/what-is-mental-wellbeing-fatigue-and-how-can-we-address-this-in-the-workplace
World Mental Health Day 2025 falls on 10 October and will focus on sharing experiences of mental health and providing the space for people to talk about it and raise awareness.Health & WellnessStandard Chartered tackles financial wellness in new marketing campaignNews TeamMonday, September 01, 2025 1:00 am
http://managersofwealth.com/article/120453/standard-chartered-tackles-financial-wellness-in-new-marketing-campaign
Full-funnel campaign approach pilots new AI and data tools to drive personalisation, leveraging creator content through influencer collaborationsHealth & Wellness‘Vivabalance’ employee wellbeing strategy launchedNews TeamWednesday, July 30, 2025 1:00 am
http://managersofwealth.com/article/119897/amplsquovivabalanceamprsquo-employee-wellbeing-strategy-launched
It was important for us to ensure that Vivabalance complemented the existing Saffery Trust brand.Health & WellnessHSBC Opens Health and Wellness Center in SingaporeNews Aggregation TeamMonday, July 28, 2025 1:00 am
http://managersofwealth.com/article/119846/hsbc-opens-health-and-wellness-center-in-singapore
The new center will exclusively serve HSBC customers undergoing medical underwriting for their HSBC Life Singapore polices.Health & WellnessBridging the gap between wealth management and mental healthNews TeamFriday, March 14, 2025 12:00 am
http://managersofwealth.com/article/117377/bridging-the-gap-between-wealth-management-and-mental-health
Maxine Lace talks about her learnings from working with clients in the front line at our latest Four Pillars of Capital dinnerHealth & WellnessThe Power of One Voice SummitNews TeamFriday, February 28, 2025 12:00 am
http://managersofwealth.com/article/117017/the-power-of-one-voice-summit
The evidence is stark - too many youngsters are falling through the net and feel that they don't matter - and with good reason.Health & WellnessWhat are some of the current challenges for mental health in the workplace?News TeamTuesday, December 31, 2024 12:00 am
http://managersofwealth.com/article/115790/what-are-some-of-the-current-challenges-for-mental-health-in-the-workplace
In today’s corporate environment, the term "mental health" is increasingly being discussedHealth & WellnessAlex Picot Trust Steps Up for Jersey Stroke SupportNews TeamThursday, 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 & WellnessThe convergence of health, wealth and longevity servicesNews TeamFriday, 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 servicesHealth & Wellness