Managers of Wealth https://managersofwealth.com/ Sun, 18 May 2025 08:31:35 BST part of MediaG8way Group https://managersofwealth.com/ https://managersofwealth.com/assets/images/logo.png Managers of Wealth KohanaPHP Family wealth services: Building in a more holistic approach to wealth management News Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118496/family-wealth-services-building-in-a-more-holistic-approach-to-wealth-management With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management. Wealth and Asset Management Focus to merge $140bn Focus Partners Wealth and $35bn Kovitz News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118498/focus-to-merge-140bn-focus-partners-wealth-and-35bn-kovitz The deal marks RIA financier Focus's first combination of 'hub' firms. Wealth and Asset Management Results of the Annual General Meeting of GAM Holding AG News Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118500/results-of-the-annual-general-meeting-of-gam-holding-ag The compensation report for 2024 was approved in a non-binding consultative vote. Wealth and Asset Management ZWEI Wealth opens Wealth Office Hub in Geneva and drives expansion in French-speaking Switzerland News Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118501/zwei-wealth-opens-wealth-office-hub-in-geneva-and-drives-expansion-in-french-speaking-switzerland The hub represents a significant strategic step in the nationwide expansion of its successful Wealth Office business model. Wealth and Asset Management The Board of Directors approves the planned merger of Caser, Helvetia Seguros and Helvetia Holding Suizo News Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118502/the-board-of-directors-approves-the-planned-merger-of-caser-helvetia-seguros-and-helvetia-holding-suizo This decision represents a further step in the merger process. Wealth and Asset Management BOS: First Quarter Growth in Greater China AUM, Revenue News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118505/bos-first-quarter-growth-in-greater-china-aum-revenue The private bank did not disclose absolute figures. Wealth and Asset Management From dancing to banking: The value of diverse skills News Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118507/from-dancing-to-banking-the-value-of-diverse-skills Dancing is a tough profession in which you can never rest on your laurels Wealth and Asset Management “Private Banking for All” – Hylton Kallner, Discovery Bank in ‘The Fintech Magazine’ News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118508/ampldquoprivate-banking-for-allamprdquo-ampndash-hylton-kallner-discovery-bank-in-amplsquothe-fintech-magazineamprsquo Notably, it’s demonstrating that it’s possible to scale a full-service bank that delivers private banking-grade services without adding significant cost. Wealth and Asset Management Sustainable Wealth Management Is Aligning Investors’ Values with Their Wealth News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118510/sustainable-wealth-management-is-aligning-investorsamprsquo-values-with-their-wealth As such, wealth managers across the world are only too happy to continue integrating ESG considerations into their investment products and services. Wealth and Asset Management UK ‘golden visa’ plans too little, too late, say wealth managers News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118512/uk-amplsquogolden-visaamprsquo-plans-too-little-too-late-say-wealth-managers The UK government is currently weighing a visa scheme that would grant residency to individuals who commit substantial capital to high-growth sectors such as life sciences, artificial intelligence, and renewable energy. Wealth and Asset Management Apex Group appoints new Global Head of Fintech News Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118493/apex-group-appoints-new-global-head-of-fintech Apex Group hires for newly created ‘Global Head of Fintech’ role, strengthening its fintech strategy and enhancing its digital capabilities. Executive Moves Oak strengthens governance services offering with key appointment in Guernsey News Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118494/oak-strengthens-governance-services-offering-with-key-appointment-in-guernsey Her distinguished career and in-depth knowledge of regulatory frameworks and board advisory make her a valuable asset as Oak continues to expand its governance offering. Executive Moves Ex-UBS manager becomes CEO of SP Hinduja Banque Privée News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118497/ex-ubs-manager-becomes-ceo-of-sp-hinduja-banque-privampeacutee Fabrice D’Erm previously worked at an independent asset manager and had a two-decade tenure at UBS. Executive Moves HSBC Names Desk Head for International Clients News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118503/hsbc-names-desk-head-for-international-clients We are confident that Kapil’s leadership will further reinforce our position as a leading global private bank Executive Moves ZKB acquires pharmaceutical specialists News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118504/zkb-acquires-pharmaceutical-specialists “Our customers in Switzerland and Europe will benefit from his expertise,” says Omar Brem , Head of Research at ZKB. Executive Moves Mirabaud AM promotes bond chief to CIO News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118506/mirabaud-am-promotes-bond-chief-to-cio Andrew Lake steps into the role after 12 years with the Swiss firm. Executive Moves UBS Team Managing $500 Million Defects for RBC in New York News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118513/ubs-team-managing-500-million-defects-for-rbc-in-new-york The Austin and Smith Wealth Management Group is led by 38-year veteran Thomas G. Austin who spent the last 33 years of his career at UBS. Executive Moves Labuan FSA Announces Appointment Of New Director General News Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118516/labuan-fsa-announces-appointment-of-new-director-general He also contributed significantly as a Board member of various BNM trust funds, including the Medical Trust Fund, INCEIF Trust Fund, Asian School of Business Trust Fund, and the Tun Ismail Ali Chair Trust Fund. Executive Moves Santiago Robledo Joins JP Morgan Private Bank as Banker in Miami News Aggregation Team Thursday, May 15, 2025 1:00 am https://managersofwealth.com/article/118467/santiago-robledo-joins-jp-morgan-private-bank-as-banker-in-miami He began his career as a financial advisor at Merrill Lynch in 2007 and later held positions at Citi, HSBC Private Banking, Crédit Agricole CIB, and Morgan Stanley, before being re-hired by Citi Executive Moves 7IM makes double senior appointment News Aggregation Team Thursday, May 15, 2025 1:00 am https://managersofwealth.com/article/118469/7im-makes-double-senior-appointment Both roles begin on 1 June Executive Moves Tax dodging by rich could be ‘much greater than thought’, says UK audit office News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118517/tax-dodging-by-rich-could-be-amplsquomuch-greater-than-thoughtamprsquo-says-uk-audit-office Watchdog issues warning after tax authority succeeds in raising more tax from wealthy than previously estimated Legal,Regulation,Tax & Compliance Tax-Suitable Wealth Management: Risks And Opportunities News Aggregation Team Tuesday, May 13, 2025 1:00 am https://managersofwealth.com/article/118425/tax-suitable-wealth-management-risks-and-opportunities Swiss portfolio managers now operate within an integrated and transparent environment. Legal,Regulation,Tax & Compliance EFG Bank files commercial fraud case against Mirabaud News Aggregation Team Tuesday, May 13, 2025 1:00 am https://managersofwealth.com/article/118430/efg-bank-files-commercial-fraud-case-against-mirabaud The case has been filed in the UK against the Swiss bank and two of its managing partners. Legal,Regulation,Tax & Compliance Experienced Tax Specialists at Chase Buchanan Wealth Management Reflect on the Changing 2025 Global Economic Landscape News Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118347/experienced-tax-specialists-at-chase-buchanan-wealth-management-reflect-on-the-changing-2025-global-economic-landscape Chase Buchanan Wealth Management outlines key 2025 tax and economic challenges facing expatriates amid global policy changes Legal,Regulation,Tax & Compliance Commission supports investment in digitalisation and innovation News Team Wednesday, May 07, 2025 1:00 am https://managersofwealth.com/article/118334/commission-supports-investment-in-digitalisation-and-innovation At the same time, it clearly supports maintaining the canton's majority stake in BEKB and supports recurring financial assistance for the CSEM's Medtech Center in Bern. Legal,Regulation,Tax & Compliance Collas Crill shortlised in 2025 Chambers High Net Worth Awards News Team Tuesday, April 29, 2025 1:00 am https://managersofwealth.com/article/118182/collas-crill-shortlised-in-2025-chambers-high-net-worth-awards The awards celebrate legal excellence, recognising firms' achievements over the past 12 months and highlighting examples of outstanding work and impressive growth strategies. Legal,Regulation,Tax & Compliance Ad hoc announcement pursuant to Art. 53 KR Patria Genossenschaft acquires Baloise shares from Cevian Capital News Team Friday, April 25, 2025 1:00 am https://managersofwealth.com/article/118117/ad-hoc-announcement-pursuant-to-art-53-kr-patria-genossenschaft-acquires-baloise-shares-from-cevian-capital The purchase is not subject to any conditions. Legal,Regulation,Tax & Compliance Standard Chartered and A&O Shearman present payment regulations guide News Team Tuesday, April 22, 2025 1:00 am https://managersofwealth.com/article/118054/standard-chartered-and-aampampo-shearman-present-payment-regulations-guide The guide covers regulatory frameworks and licensing schemes across key markets in Asia, Middle East, and Africa to help corporates and fintechs navigate the evolving global payments landscape Legal,Regulation,Tax & Compliance Osborne Clarke advises shareholders on sale of Rockhold Asset Management and Lync Wealth Management News Team Wednesday, April 16, 2025 1:00 am https://managersofwealth.com/article/117978/osborne-clarke-advises-shareholders-on-sale-of-rockhold-asset-management-and-lync-wealth-management Following this transaction, Rockhold will continue to operate under its existing leadership, broadening 7IM's funds and MPS offering, which are a core component of 7IM's growth strategy. Legal,Regulation,Tax & Compliance Swiss Bank Reyl at center of anti-money laundering scandal News Aggregation Team Monday, April 14, 2025 1:00 am https://managersofwealth.com/article/117937/swiss-bank-reyl-at-center-of-anti-money-laundering-scandal At the heart of the storm is Reyl, a Geneva-based boutique bank that has long marketed itself as a discreet and customer-focused institution for wealthy international clients. Legal,Regulation,Tax & Compliance Broadridge Announces New Patent on Large Language Model Orchestration of Machine Learning Agents News Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118509/broadridge-announces-new-patent-on-large-language-model-orchestration-of-machine-learning-agents These patented methods and systems are behind BondGPT, Broadridge’s award-winning GenAI application first demonstrated in the market in the LTX e-trading platform, a Broadridge subsidiary. FinTech ROYC Acts as the Structuring and Financial Technology Partner for Riverside for European Wealth Access Fund News Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118511/royc-acts-as-the-structuring-and-financial-technology-partner-for-riverside-for-european-wealth-access-fund The firm's international private equity and structured capital portfolios include more than 140 companies. FinTech Addepar secures $230M in series G funding News Aggregation Team Thursday, May 15, 2025 1:00 am https://managersofwealth.com/article/118471/addepar-secures-230m-in-series-g-funding Investment platform Addepar raises $230m in a Series G round led by Vitruvian Partners and WestCap. FinTech Pictet Technologies opens a new financial tech hub in Lisbon News Team Thursday, May 15, 2025 1:00 am https://managersofwealth.com/article/118476/pictet-technologies-opens-a-new-financial-tech-hub-in-lisbon This new hub will contribute to Pictet's ongoing digital transformation, leveraging Portugal's vibrant talent pool and strategic location for advanced software services. FinTech Digital resilience: How wealth management firms are partnering for performance amid volatility News Aggregation Team Thursday, May 15, 2025 1:00 am https://managersofwealth.com/article/118491/digital-resilience-how-wealth-management-firms-are-partnering-for-performance-amid-volatility In this environment, wealth management firms and advisors are exploring — and in some cases, expanding — relationships with third-party tech-based platforms to differentiate themselves in an increasingly competitive marketplace. FinTech iCapital Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures News Team Wednesday, May 14, 2025 1:00 am https://managersofwealth.com/article/118444/icapital-will-acquire-citi-wealthamprsquos-alternative-investments-feeder-platform-and-will-also-provide-an-end-to-end-technology-solution-for-all-alternative-investment-structures iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program FinTech Avenir releases ChatGPT for wealth management firms News Team Tuesday, May 13, 2025 1:00 am https://managersofwealth.com/article/118427/avenir-releases-chatgpt-for-wealth-management-firms This creates a unified data ecosystem, giving AI access to both firm-specific data and industry insights. FinTech Temenos community comes together in Madrid to lead the way in banking innovation News Team Tuesday, May 13, 2025 1:00 am https://managersofwealth.com/article/118429/temenos-community-comes-together-in-madrid-to-lead-the-way-in-banking-innovation Over a thousand attendees will gather at TCF ‘25 to explore Generative AI and other next-gen technologies transforming banking FinTech Beyond the dashboard: Making wealth tech human News Aggregation Team Monday, May 12, 2025 1:00 am https://managersofwealth.com/article/118395/beyond-the-dashboard-making-wealth-tech-human How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave FinTech Arbra launches tech-focused private market fund News Aggregation Team Monday, May 12, 2025 1:00 am https://managersofwealth.com/article/118413/arbra-launches-tech-focused-private-market-fund Asset management group unveils its first High Conviction Private Markets Basket, targeting late-stage private tech firms poised to shape the future economy. FinTech US Family Offices Strengthen Investment Ties In Abu Dhabi After Trump’s Visit News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118514/us-family-offices-strengthen-investment-ties-in-abu-dhabi-after-trumpamprsquos-visit This visit underscored the growing relationship between the two nations, particularly in the investment sector. Family Office Emigrant Bank appoints Mark Rogozinski to lead family office services News Aggregation Team Thursday, May 15, 2025 1:00 am https://managersofwealth.com/article/118466/emigrant-bank-appoints-mark-rogozinski-to-lead-family-office-services The veteran leader from Cresset will support Emigrant’s network of high-net-worth advisory firms and specialty platforms. Family Office Family offices are pouring money into private markets — just not VC News Aggregation Team Wednesday, May 14, 2025 1:00 am https://managersofwealth.com/article/118443/family-offices-are-pouring-money-into-private-markets-ampmdash-just-not-vc One of the country's largest multi-family office managers says there are significant shifts underway in how the country's wealthiest families are allocating capital. Family Office High-Net-Worth Individuals in CEE: Investment Preferences and Trends News Aggregation Team Wednesday, May 14, 2025 1:00 am https://managersofwealth.com/article/118452/high-net-worth-individuals-in-cee-investment-preferences-and-trends These difficulties in understanding what they like and how they operate can be addressed Family Office The Rise Of The Sub-$300 Million Family Office News Aggregation Team Tuesday, May 13, 2025 1:00 am https://managersofwealth.com/article/118417/the-rise-of-the-sub-300-million-family-office For most, it only made financial sense at or above the $500 million mark. Family Office Multifamily offices could yield bigger benefits for Hong Kong, industry executive says News Aggregation Team Tuesday, May 13, 2025 1:00 am https://managersofwealth.com/article/118419/multifamily-offices-could-yield-bigger-benefits-for-hong-kong-industry-executive-says Hong Kong can boost its economy, create jobs and generate positive global image with multifamily offices, Raffles Family Office CEO says Family Office Asian family offices targeted in private market lift-off News Aggregation Team Tuesday, May 13, 2025 1:00 am https://managersofwealth.com/article/118435/asian-family-offices-targeted-in-private-market-lift-off These quasi-institutional players are increasingly focusing on private markets, with plans to significantly boost allocations to private equity and hedge funds over the next five years. Family Office Chairman Grant Ko on Wisdom Family Office’s Stellar Growth and the Evolution of Family Offices in Asia News Aggregation Team Monday, May 12, 2025 1:00 am https://managersofwealth.com/article/118412/chairman-grant-ko-on-wisdom-family-officeamprsquos-stellar-growth-and-the-evolution-of-family-offices-in-asia Grant Ko has established himself as a trusted advisor to ultra-high-net-worth (UHNW) families and individuals across Greater China. Family Office Venturi Private Wealth Partners With Opto Investments to Expand Private Markets Program, Strengthen Family Office Services News Team Wednesday, May 07, 2025 1:00 am https://managersofwealth.com/article/118311/venturi-private-wealth-partners-with-opto-investments-to-expand-private-markets-program-strengthen-family-office-services $3 billion RIA serving UHNW clients joins forces with Opto Investments to help scale and grow its private markets offering Family Office Compass introduces ‘Family Office’ division for ultra-wealthy clients News Aggregation Team Tuesday, May 06, 2025 1:00 am https://managersofwealth.com/article/118294/compass-introduces-amplsquofamily-officeamprsquo-division-for-ultra-wealthy-clients Aims to fill a gap between brokerage offerings and institutional-level advisory services Family Office Luxury Real Estate: Aspen & Monaco Ahead of St. Moritz News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118492/luxury-real-estate-aspen-ampamp-monaco-ahead-of-st-moritz St. Moritz leads the ranking once again, with luxury properties 0starting at 43,000 francs per square meter — and even exceeding 100,000 francs in exceptional cases. Luxury Realtor Jade Chan on New York’s hottest real estate prospects News Aggregation Team Wednesday, May 14, 2025 1:00 am https://managersofwealth.com/article/118442/realtor-jade-chan-on-new-yorkamprsquos-hottest-real-estate-prospects Chan recalls a new development project that she spent almost four years dedicating all her effort and energy to, only for it to fail when the developer got embroiled in a scandal. Luxury 19 Most Expensive Neighborhoods in the World Revealed News Aggregation Team Monday, May 12, 2025 1:00 am https://managersofwealth.com/article/118391/19-most-expensive-neighborhoods-in-the-world-revealed These elite locales boast average home prices in the tens or even hundreds of millions of dollars, often featuring lavish amenities, breathtaking views, and unparalleled privacy. Luxury LVMH: Alexandre takes the lead amongst the Arnaults News Aggregation Team Monday, May 12, 2025 1:00 am https://managersofwealth.com/article/118400/lvmh-alexandre-takes-the-lead-amongst-the-arnaults This is a daunting challenge for the 33-year-old son of the luxury goods magnate, and one that could well weigh heavily in the race to succeed him at the helm of the $280bn giant. Luxury These are the favorites of the new 2022 Bordeaux vintage News Aggregation Team Friday, May 09, 2025 1:00 am https://managersofwealth.com/article/118371/these-are-the-favorites-of-the-new-2022-bordeaux-vintage Bordeaux is still the benchmark in terms of quality. Luxury The drive for luxury: Aston Martin Asia's president explains the desire for more News Aggregation Team Friday, May 09, 2025 1:00 am https://managersofwealth.com/article/118372/the-drive-for-luxury-aston-martin-asiaamp039s-president-explains-the-desire-for-more After all, luxury isn’t about need. Instead, consumer behavior is driven by “pure emotion and desire that has nothing to do with practicality Luxury Athens Riviera: A Mosaic of Luxury for Every Lifestyle News Aggregation Team Friday, May 09, 2025 1:00 am https://managersofwealth.com/article/118384/athens-riviera-a-mosaic-of-luxury-for-every-lifestyle Home to some of the Riviera’s most exclusive properties, Vouliagmeni attracts ultra-high-net-worth individuals (UHNWI) seeking privacy and top-tier amenities. Luxury Forget Ferraris and Chanel—wealthy Gen Zers are splashing out on kombucha and spin classes instead News Aggregation Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118343/forget-ferraris-and-chanelampmdashwealthy-gen-zers-are-splashing-out-on-kombucha-and-spin-classes-instead The richest Gen Zers and millennials are spending their money to have a fulfilling life with boutique workout classes and glitzy jet-setting. Luxury A Bargain Rolex Daytona – If You Know Where to Look News Aggregation Team Wednesday, May 07, 2025 1:00 am https://managersofwealth.com/article/118322/a-bargain-rolex-daytona-ampndash-if-you-know-where-to-look Price anomalies and attractive opportunities aren’t limited to stocks, bonds or other securities – they can also be found in the watch market. Luxury NBA star Ben Simmons’ Brooklyn apartment for sale for $17 million News Aggregation Team Tuesday, May 06, 2025 1:00 am https://managersofwealth.com/article/118422/nba-star-ben-simmonsamprsquo-brooklyn-apartment-for-sale-for-17-million NBA All-Star Ben Simmons has put his luxury Brooklyn apartment on the market for US$16.995 million following his move to the Los Angeles Clipp Luxury Wealthy millennials are spending thousands on Jaguar Land Rover monthly subscriptions as flexibility becomes the newest form of luxury News Aggregation Team Thursday, May 15, 2025 1:00 am https://managersofwealth.com/article/118477/wealthy-millennials-are-spending-thousands-on-jaguar-land-rover-monthly-subscriptions-as-flexibility-becomes-the-newest-form-of-luxury Jaguar Land Rover has been on a mission to nudge itself deeper into the high-net-worth and ultra-net-worth markets Extremely Wealthy Billionaires Flee London for Milan News Aggregation Team Monday, May 12, 2025 1:00 am https://managersofwealth.com/article/118394/billionaires-flee-london-for-milan The move, intended to target large fortunes, has instead unleashed a wave of capital and talent flight. Extremely Wealthy The richest households in US increased their wealth by $1 TRILLION last year News Aggregation Team Monday, May 12, 2025 1:00 am https://managersofwealth.com/article/118402/the-richest-households-in-us-increased-their-wealth-by-1-trillion-last-year At the end of 2024, the total US household wealth stood at about $148 trillio Extremely Wealthy Bill Gates says he will give away 99 percent of his wealth by 2045 News Aggregation Team Friday, May 09, 2025 1:00 am https://managersofwealth.com/article/118377/bill-gates-says-he-will-give-away-99-percent-of-his-wealth-by-2045 The former Microsoft CEO slams Elon Musk for his efforts to slash funding for US assistance to poor countries. Extremely Wealthy World's richest 10% caused two thirds of global warming: study News Aggregation Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118342/worldamp039s-richest-10-caused-two-thirds-of-global-warming-study Compared to the global average, for example, the richest one percent contributed 26 times more to once-a-century heatwaves, and 17 times more to droughts in the Amazon Extremely Wealthy Warren Buffett's Net Worth Jumped $26 Billion This Year News Team Monday, May 05, 2025 1:00 am https://managersofwealth.com/article/118270/warren-buffettamp039s-net-worth-jumped-26-billion-this-year Buffett is just ahead of his friend Bill Gates, co-founder of Microsoft, with a net worth of $168 billion. Extremely Wealthy Warren Buffett, Fifth Richest Individual Globally, Holds $169 Billion in Wealth News Aggregation Team Monday, May 05, 2025 1:00 am https://managersofwealth.com/article/118275/warren-buffett-fifth-richest-individual-globally-holds-169-billion-in-wealth The 94-year-old made this significant announcement during the company’s annual shareholders’ meeting in Omaha. Extremely Wealthy How wealthy horse owners finance their passion and potentially earn millions News Aggregation Team Friday, May 02, 2025 1:00 am https://managersofwealth.com/article/118259/how-wealthy-horse-owners-finance-their-passion-and-potentially-earn-millions Race horses are regarded as a passion asset like fine art or wine, but come with unique challenges. Extremely Wealthy Europe is banning ‘golden passports’ but wealthy Americans still have other options News Aggregation Team Thursday, May 01, 2025 1:00 am https://managersofwealth.com/article/118212/europe-is-banning-amplsquogolden-passportsamprsquo-but-wealthy-americans-still-have-other-options As many countries in Europe close their doors, New Zealand is opening its own, eager for capital investments from wealthy foreigners the government hopes will help ease recent financial pain. Extremely Wealthy World’s 5 richest women boast $337B in collective wealth News Aggregation Team Monday, April 28, 2025 1:00 am https://managersofwealth.com/article/118136/worldamprsquos-5-richest-women-boast-337b-in-collective-wealth The 75-year-old American added almost $29 billion to her wealth this year thanks to the 40% surge in Walmart stock. Extremely Wealthy A Less-Generous Warren Buffett Would Be $67 Billion Richer Than Elon Musk News Aggregation Team Thursday, May 15, 2025 1:00 am https://managersofwealth.com/article/118488/a-less-generous-warren-buffett-would-be-67-billion-richer-than-elon-musk The legendary investor has given away billions worth of Berkshire Hathaway shares, part of a plan to gift 99.5% of his wealth. Comment & Analysis Melinda French Gates opens up on ex-husband Bill Gates' plan to give away all his wealth, "I think it's…." News Aggregation Team Wednesday, May 14, 2025 1:00 am https://managersofwealth.com/article/118439/melinda-french-gates-opens-up-on-ex-husband-bill-gatesamp039-plan-to-give-away-all-his-wealth-ampquoti-think-itamp039samphellipampquot The foundation announced it will double its spending to $200 billion over the next two decades to fight deadly diseases, reduce maternal and child deaths, and ease poverty worldwide. Comment & Analysis Tribe Impact Capital acquires Snowball Impact Investments News Aggregation Team Wednesday, May 14, 2025 1:00 am https://managersofwealth.com/article/118441/tribe-impact-capital-acquires-snowball-impact-investments The transaction sees 100% ownership of Snowball by Tribe with existing members from both Tribe and Snowball remaining invested. Comment & Analysis Portugal: Europe’s new destination for HNW expats and investors News Aggregation Team Wednesday, May 14, 2025 1:00 am https://managersofwealth.com/article/118457/portugal-europeamprsquos-new-destination-for-hnw-expats-and-investors Offering security, elegance, beauty, and opportunity, Portugal is a destination not to be missed, whether you seek residency or a promising property investment. Comment & Analysis Family offices must take a global view News Aggregation Team Tuesday, May 13, 2025 1:00 am https://managersofwealth.com/article/118421/family-offices-must-take-a-global-view Recent market gyrations have been unsettling for long-term investors. Comment & Analysis UBS Entrepreneur Survey: Where does the compass point? News Aggregation Team Tuesday, May 13, 2025 1:00 am https://managersofwealth.com/article/118424/ubs-entrepreneur-survey-where-does-the-compass-point The companies also demand a decisive economic response – but not with protectionist countermeasures and government financial injections. Comment & Analysis Amanda Ong of Arta Finance: Redefining Scalable and Personalised Wealth Management with AI News Aggregation Team Monday, May 12, 2025 1:00 am https://managersofwealth.com/article/118398/amanda-ong-of-arta-finance-redefining-scalable-and-personalised-wealth-management-with-ai Ong opened her commentary by offering a vivid snapshot of Arta Finance’s foundation and mission. Comment & Analysis Report: World’s Best Wealth Management and Advisory Companies, 2025 News Aggregation Team Monday, May 12, 2025 1:00 am https://managersofwealth.com/article/118399/report-worldamprsquos-best-wealth-management-and-advisory-companies-2025 Markets rebounded from the previous year’s downturn, and the Federal Reserve seems to have completed its cycle of interest rate hikes. Comment & Analysis Bill Gates pledges to give away his fortune by 2045 News Aggregation Team Monday, May 12, 2025 1:00 am https://managersofwealth.com/article/118403/bill-gates-pledges-to-give-away-his-fortune-by-2045 Microsoft co-founder and billionaire Bill Gates has said he will donate most of his wealth to meet urgent needs amid sweeping US foreign aid cuts. Comment & Analysis Wealth managers' best advice for single moms ahead of Mother's Day News Aggregation Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118341/wealth-managersamp039-best-advice-for-single-moms-ahead-of-motheramp039s-day Advisors offer important recommendations for single mothers seeking to secure their financial futures. Comment & Analysis Imagine: John Lennon’s Glasses Sell For $52,000 At A Charity Auction News Aggregation Team Friday, January 24, 2025 12:00 am https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 The Most Expensive Dresses Ever Sold at Auction News Aggregation Team Friday, April 26, 2024 1:00 am https://managersofwealth.com/article/111372/the-most-expensive-dresses-ever-sold-at-auction The dress, from the spring 1967 collection, was made of chain-linked aluminum squares and rectangular plates. Its sale price was a world record for a Paco Rabanne piece. Extremely Expensive Jeff Bezos just leapfrogged Elon Musk as the world’s richest person with a fortune of $200 billion News Aggregation Team Tuesday, March 05, 2024 12:00 am https://managersofwealth.com/article/110365/jeff-bezos-just-leapfrogged-elon-musk-as-the-worldamprsquos-richest-person-with-a-fortune-of-200-billion Musk now has a net worth of $197.7 billion; Bezos’ fortune is $200.3 billion. Extremely Expensive Winning over the unadvised amid $3.5tn wealth wave News Aggregation Team Friday, April 04, 2025 1:00 am https://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 https://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 https://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 https://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 Decision paralysis: two in five say investing is one of life’s toughest decisions News Team Tuesday, February 25, 2025 12:00 am https://managersofwealth.com/article/117051/decision-paralysis-two-in-five-say-investing-is-one-of-lifeamprsquos-toughest-decisions Barclays surveyed 2,000 UK investors to find out what persuaded them to invest for the first time, as well as any challenges they felt they had to overcome. Research Rich people are powering America's economy News Aggregation Team Tuesday, February 25, 2025 12:00 am https://managersofwealth.com/article/117035/rich-people-are-powering-americaamp039s-economy The top 10% of earners are now responsible for almost half of all spending, a record Research Concrete gold is enjoying great popularity again News Aggregation Team Tuesday, February 18, 2025 12:00 am https://managersofwealth.com/article/116910/concrete-gold-is-enjoying-great-popularity-again This limits the potential for further increases in the current year, according to the study on the real estate market presented on Tuesday . Research New Manulife and Deloitte Report: Over Two-Thirds of High-Net-Worth Individuals in Greater China Consider Insurance Essential for Legacy and Succession Planning News Team Monday, February 17, 2025 12:00 am https://managersofwealth.com/article/116888/new-manulife-and-deloitte-report-over-two-thirds-of-high-net-worth-individuals-in-greater-china-consider-insurance-essential-for-legacy-and-succession-planning Manulife Hong Kong collaborates with Deloitte to offer insights into legacy planning solutions for high-net-worth individuals Research LGT presents key findings from the "Wealth for Impact" study News Team Thursday, February 13, 2025 12:00 am https://managersofwealth.com/article/116830/lgt-presents-key-findings-from-the-ampquotwealth-for-impactampquot-study Over the next 50 years, an unprecedented transfer of wealth will take place, reshaping financial landscapes and intergenerational wealth management. Research Methodology: America’s Top Women Wealth Advisors 2025 News Aggregation Team Wednesday, February 12, 2025 12:00 am https://managersofwealth.com/article/116804/methodology-americaamprsquos-top-women-wealth-advisors-2025 A focus on both qualitative and quantitative factors is imperative. Research How The Ultra-Rich Will Travel In 2025 News Aggregation Team Friday, September 13, 2024 1:00 am https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 BNP Paribas targets 400 000 energy-efficient home renovations in Europe by the end of 2026 News Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118499/bnp-paribas-targets-400-000-energy-efficient-home-renovations-in-europe-by-the-end-of-2026 This is the conclusion of a study carried out by BNP Paribas with Harris Interactive on how the French view energy-efficiency refurbishments and improving the energy performance of their housing. Planet SOS Successful exit for ABN AMRO Sustainable Impact Fund News Team Wednesday, May 07, 2025 1:00 am https://managersofwealth.com/article/118319/successful-exit-for-abn-amro-sustainable-impact-fund ABN AMRO SIF aims to achieve financial return alongside environmental impact, and the investment in and exit of Eternal Sun has proven to be a example of both. Planet SOS Macquarie Asset Management acquires additional stake in Island Green Power News Team Monday, May 05, 2025 1:00 am https://managersofwealth.com/article/118267/macquarie-asset-management-acquires-additional-stake-in-island-green-power Macquarie Asset Management first invested in Island Green Power in 2022, and this transaction increases its stake in the business to 100%. Planet SOS Trump’s climate rollbacks spark a new era of economics-led sustainability News Team Friday, May 02, 2025 1:00 am https://managersofwealth.com/article/118242/trumpamprsquos-climate-rollbacks-spark-a-new-era-of-economics-led-sustainability Since adoption, renewables like wind and solar energy have grown exponentially, and clean energy investments have nearly doubled compared to fossil fuels. Planet SOS Macquarie Asset Management acquires additional stake in Island Green Power News Team Friday, May 02, 2025 1:00 am https://managersofwealth.com/article/118261/macquarie-asset-management-acquires-additional-stake-in-island-green-power As part of the transaction, the founders of Island Green Power will retain full ownership of the company’s international business. Planet SOS ESG Economist - NZBA loosens climate ambitions News Team Thursday, May 01, 2025 1:00 am https://managersofwealth.com/article/118210/esg-economist-nzba-loosens-climate-ambitions This change gives banks more flexibility in choosing their paths to reducing emissions. In this note, we consider the potential impact of this change on emission reduction efforts. Planet SOS Nomura Issues Report on Avoided Emissions from Investor Perspective News Team Thursday, May 01, 2025 1:00 am https://managersofwealth.com/article/118220/nomura-issues-report-on-avoided-emissions-from-investor-perspective The concept of avoided emissions has gained traction as a new metric to assess a company's contribution to reducing overall GHG emissions and resolving issues affecting society. Planet SOS Unlocking Finance for Forest Protection: FSC and Mirova Partner to Drive Global Climate Action News Team Wednesday, April 30, 2025 1:00 am https://managersofwealth.com/article/118186/unlocking-finance-for-forest-protection-fsc-and-mirova-partner-to-drive-global-climate-action This strategic alliance aims to address some of the world’s most pressing environmental and social challenges Planet SOS Schroders and Cornell University publish stewardship framework on climate risk resilience and adaptation News Team Thursday, April 17, 2025 1:00 am https://managersofwealth.com/article/118016/schroders-and-cornell-university-publish-stewardship-framework-on-climate-risk-resilience-and-adaptation Previous analysis by Cornell ILR and Schroders found four countries central to apparel production risk losing $65 billion in export earnings between now and 2030 due to extreme heat and flooding. Planet SOS From nature to future: how Bloom Biorenewables is turning plants into the building blocks of tomorrow’s products News Team Monday, April 07, 2025 1:00 am https://managersofwealth.com/article/117802/from-nature-to-future-how-bloom-biorenewables-is-turning-plants-into-the-building-blocks-of-tomorrowamprsquos-products The whole team is convinced we’re onto something that has not only huge potential from a market point of view, but could also provide a lasting, sustainable solution for humankind Planet SOS Bridging the gap between wealth management and mental health News Team Friday, March 14, 2025 12:00 am https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://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 https://managersofwealth.com/article/109659/mental-health-ranks-as-highest-employee-concern-for-asset-managers Work-life balance a key priority Health & Wellness