Managers of Wealth

Wealth and Asset Management

Global Wealth and Lifestyle Report by Julius Baer

The findings of the Julius Baer Lifestyle Index 2021 show the continuation of many of the underlying trends of recent years, with COVID-19 impacting prices sharply in specific travel-related areas such as flights and hotel suites.

Comment & Analysis

What does a brighter future mean for asset prices? by St. James’s Place

Paving the way for a renewable energy future by Lombard Odier

Comment & Analysis

Review of the week: Resurrection by Rathbones

Green finance moves beyond rebellion

Wealth and Asset Management

BMO refocuses Wealth Management business for North American growth, announces sale of EMEA Asset Management business

Envestnet buys Harvest Savings & Wealth Technologies

Global Wealth and Lifestyle Report by Julius Baer

Atria Wealth Solutions completes acquisition

Financial markets tensions and breakeven inflation

What if Credit Suisse's Problem Isn't Risk Management?

Executive Moves

Barings Strengthens Institutional Distribution

StanChart Names Global Head of Private Banking

Credit Suisse Woes Imperil Key Growth Bid

Credit Suisse hires said to prompt exits at Deutsche's private bank

Tilney S&W hunts for new chairman - reports

Fortu Wealth adds to Advisory Board

Legal,Regulation,Tax & Compliance

New York, Finally, Taxes the Rich

New York is raising taxes for millionaires. Will other states follow?

Time to revisit China sovereigns and policy bank bonds

Carey Olsen advises Emergent Capital on completion of its restructuring

CFO optimism reaches record levels

Swiss Court Denies Appeal by UBS' French Clients

FinTech

Wealth 8 launches stocks and shares Isa to bridge ethnicity wealth gap: how does it compare?

MyLife MyFinance Completes End-to-End Digital Transformation with Temenos SaaS

Iress partners with Cosaic to bring ChartIQ to its market data platform

SS&C Offers to Acquire Mainstream Group

State Street tech to back crypto trading platform

Francisco Fernandez Embarks on Next Chapter

Family Office

Campden Family Connect Completes Five Years in India

Guernsey promotes good governance in family offices with new guide

U.S. Senate Banking Committee Probes Family Office Businesses

Triple shortlisting for Crestbridge Family Office Services in Magic Circle Awards

Family office asset allocation

Rise in Philanthropy Discussed at Family Office Roundtable

Luxury

The Top 10 Eco-Friendly Features for Today’s Luxury Homes

London’s ‘super-prime’ luxury property market was world leader in 2020

First Bentley-Branded Residences To Have Apartments With In-Unit Multi-Car Garage

Rolls-Royce Had Itself a Record Q1 Because the Super-Rich Are Doing Just Fine

Rolex Releases 5 New Luxury Models for Watches and Wonder

Rolls-Royce hits new sales record in the first quarter as the wealthy demand luxury cars

Extremely Wealthy

Loadsamoney lockdown: the cash-rich are spending like there’s no tomorrow

Forbes Middle East reveals The World's Richest Arabs 2021

Fintech billionaires revealed: Who is on the 2021 rich list?

Billionaire philanthropists to give 5% of their annual wealth to charities as part of campaign with Global Citizen

World's Billionaires List

Billionaire’s Sudden Death Starts Biggest Wealth Transfer of Czech Republic

Comment & Analysis

Edinburgh fast becoming capital of wealth

Being cruel to be kind: what can the pandemic teach us about the need for protection?

Time for Value as Growth and Inflation Arrives

BlackRock eyes Credit Suisse’s asset management arm, reports

Camille Pissarro: Transatlantic struggle for painting stolen by Nazis

Economy resembles ‘Ever Given’ stuck ship, but don’t panic: CS Swiss CIO says

Extremely Expensive

Investing in Paradise: Your Ultimate Guide to Buying a Private Island

This Whiskey Brand Will Pay you $100,000 to be a 'Spokesfist' Hand Model

Monaco Reigns as the World’s Priciest Area to Buy a Home, Again

A Hong Kong Tycoon Is Selling $4.4 Million Wine Collection in Auction

The track focused $3.1 million Pagani Huayra R is a shiny new toy for billionaires (if they can get one)

'World's Most Sustainable Luxury Catamaran Yacht' to set Sail this Summer

Research

New Research Reveals Top Investment Migration Program Options for HNWIs Seeking Health Security

Mukesh Ambani has once again emerged as the richest person in Asia

The Richest 1% Of U.S. Households Saw Their Net Worth Rise By $4 trillion

Tax allowances ‘only going to get worse’ as thresholds decrease by 11 per cent in last decade, says Quilter

US Wealth Technology Landscape Report by The Wealth Mosaic

IBM Study Finds Advancing Women is Not a Top Priority for 70 Percent of Global Organizations Surveyed

Executive Travel

How is Asia driving growth in private jet charters? Covid-19 health concerns will slow the return of commercial airlines despite vaccine rollouts, says VistaJet’s Thomas Flohr – interview

Private Jets Going Strong Despite the Global Pandemic

Is this Covid-19 vaccine and test tracker app the new travel essential?

Flying Private to These Waldorf Astoria Hotels Comes With Some Serious Perks

11 Gorgeous Hotel Rooms With Private Jacuzzis and Hot Tubs

Singapore Airlines to trial IATA Travel Pass on London route from March 15

Planet SOS

Meet the Movements Spearheading a More Sustainable Wine Industry

Novelis green bonds admitted to TISE GREEN

Bank of America raises environmental initiative target three-fold to $1 trillion

Paving the way for a renewable energy future by Lombard Odier

Towards a net zero carbon strategy for investors

Sustainable Investing Perspectives

Health & Wellness

Feeling good: The future of the $1.5 trillion wellness market

Would you tell your bank when you go jogging? 'Wellness banking' rewards you for keeping fit... but what about the privacy concerns?

Hitting Your ‘Pandemic Wall’? You’re Certainly Not Alone—Here Are 11 Tips to Deal from Experts

Schroders continues to address workplace mental health according to the City Mental Health Alliance’s annual Thriving at Work Assessment

6 ways HR can reinvent the employee experience during crisis

Nama-Stay: A Yogi’s Guide to Incredible Home Yoga Practice

Covid-19

COVID-19 refocused IT spending priorities for airlines and airports in 2020 with safety, automation, and efficiency becoming the new emphasis

Covid led to huge London property exodus, says Hamptons

More Flexible Work Models Want Employees in The Post COVID-19 Era

Business Lessons from COVID: How to transition from wartime business leader to peacetime business leader.

If You Want Your Business to Withstand This Crisis and the Next, Focus on Your Workforce

Agility in the time of COVID-19: Changing your operating model in an age of turbulence