Managers of Wealth https://managersofwealth.com/ Fri, 09 May 2025 04:20:00 BST part of MediaG8way Group https://managersofwealth.com/ https://managersofwealth.com/assets/images/logo.png Managers of Wealth KohanaPHP KGI names Raymond Yeung as MD of wealth management News Aggregation Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118340/kgi-names-raymond-yeung-as-md-of-wealth-management Raymond Yeung is hired as managing director of wealth management for the China market. Wealth and Asset Management UBS survey shows wealthy women, and the next generation, feel unprepared for the Great Wealth Transfer News Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118344/ubs-survey-shows-wealthy-women-and-the-next-generation-feel-unprepared-for-the-great-wealth-transfer The report, capturing perspectives from women at various stages of the wealth transfer process, highlights the urgency for better preparation and communication to ensure a smoother transition. Wealth and Asset Management Schroders sponsored report by Impact Investing Institute identifies long-term investment opportunities for wealth managers in impact space News Aggregation Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118348/schroders-sponsored-report-by-impact-investing-institute-identifies-long-term-investment-opportunities-for-wealth-managers-in-impact-space The new report delivers key insights into the demand drivers for impact investing and how this area of investment can provide value to both clients and wealth managers. Wealth and Asset Management DBS: First-quarter profit before tax at record SGD 3.44 billion News Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118349/dbs-first-quarter-profit-before-tax-at-record-sgd-344-billion Total income rose 6% to SGD 5.91 billion from balance sheet growth Wealth and Asset Management Leonteq announces changes to its organisation News Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118350/leonteq-announces-changes-to-its-organisation Leonteq will resize its Executive Committee from 7 to 5 members with immediate effect. Wealth and Asset Management Evelyn Partners trading update for the three months ended 31 March 2025 News Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118351/evelyn-partners-trading-update-for-the-three-months-ended-31-march-2025 At the end of Q1 the Group successfully completed the sale of its professional services business as it strategically refocuses solely on wealth management. Wealth and Asset Management Rathbones Group Plc Trading Update News Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118355/rathbones-group-plc-trading-update This reflected the broader industry trend of weaker flows into equity, fixed interest and multi-asset funds, with flows leaning more towards money-market funds in the quarter. Wealth and Asset Management Retirement Planning drives demand for bespoke investment services News Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118356/retirement-planning-drives-demand-for-bespoke-investment-services Around 93% of advisers questioned say that it is driving increased interest in bespoke investment services. Wealth and Asset Management BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland News Aggregation Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118358/bbva-opens-its-third-international-private-banking-hub-in-spain-following-the-us-and-switzerland The new unit, based in Madrid, has 5 professionals dedicated to international clients Wealth and Asset Management VCC Structures Are Positioning Singapore as a Prime Global Location for Wealth Management News Aggregation Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118359/vcc-structures-are-positioning-singapore-as-a-prime-global-location-for-wealth-management Among the MAS’s aims for the VCC is to encourage more funds to be domiciled in Singapore and enhance the city-state’s value as an international fund-management centre. Wealth and Asset Management Citi hires JPMorgan veteran for wealth business News Aggregation Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118346/citi-hires-jpmorgan-veteran-for-wealth-business Russell Budnick joins Citi Wealth as global head of capital markets Executive Moves Credit Suisse Veteran Joins Private Bank News Aggregation Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118352/credit-suisse-veteran-joins-private-bank Sébastien Pesenti has recently become the head of Indosuez Wealth Management’s domestic business in Ticino, Switzerland Executive Moves Julius Baer managing director retires News Aggregation Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118353/julius-baer-managing-director-retires Paul Van Neste retires after nearly 15 years at Julius Baer. Executive Moves Nucleus appoints group Chief Risk Officer News Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118354/nucleus-appoints-group-chief-risk-officer Louis joins Nucleus from Brooks McDonald Executive Moves Rothschild & Co adds new Client Adviser to its Wealth Management team in Dubai News Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118357/rothschild-ampamp-co-adds-new-client-adviser-to-its-wealth-management-team-in-dubai Rami Saad joins the local Dubai-based team with immediate effect to meet growing client demand across the region. Executive Moves Zurich Private Bank Appoints Prominent New Board Member News Aggregation Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118362/zurich-private-bank-appoints-prominent-new-board-member She succeeds Peter Altorfer, who declined to stand for re-election. Executive Moves Selector 100 fund buyer exits for senior role at German private bank News Aggregation Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118364/selector-100-fund-buyer-exits-for-senior-role-at-german-private-bank Multi-asset specialist to assume head of portfolio management position at new employer. Executive Moves Mirabaud & Cie (Europe) SA strengthens its governance with the appointment of Carlo Thill to its Board of Directors News Team Wednesday, May 07, 2025 1:00 am https://managersofwealth.com/article/118309/mirabaud-ampamp-cie-europe-sa-strengthens-its-governance-with-the-appointment-of-carlo-thill-to-its-board-of-directors This appointment is part of the Group’s strategy to consolidate its governance structure in Luxembourg and support its strategic development in Europe. Executive Moves Morgan Stanley Names One-Bank Specialist for Asia News Aggregation Team Wednesday, May 07, 2025 1:00 am https://managersofwealth.com/article/118312/morgan-stanley-names-one-bank-specialist-for-asia He has over 15 years of capital markets experience and started his career with UBS in equity capital markets. Executive Moves Ticino wealth managers join forces News Aggregation Team Wednesday, May 07, 2025 1:00 am https://managersofwealth.com/article/118313/ticino-wealth-managers-join-forces The Agenda Invest team have joined Vector Wealth Management. Executive Moves 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 World growth under tariffs News Team Wednesday, April 09, 2025 1:00 am https://managersofwealth.com/article/117845/world-growth-under-tariffs This environment also increases the risk of recession in all countries, including the US. Legal,Regulation,Tax & Compliance Should the UK have a wealth tax on Britain's richest people? News Aggregation Team Wednesday, April 09, 2025 1:00 am https://managersofwealth.com/article/117855/should-the-uk-have-a-wealth-tax-on-britainamp039s-richest-people Supporters of a wealth tax say it will raise billions for vital services, but critics argue it will be a nightmare for HMRC. What do you think? Legal,Regulation,Tax & Compliance UK’s FCA proposes overhaul of alternative asset management regime News Aggregation Team Tuesday, April 08, 2025 1:00 am https://managersofwealth.com/article/117836/ukamprsquos-fca-proposes-overhaul-of-alternative-asset-management-regime The proposed changes seek to ease market entry, boost growth, enhance competition, and foster innovation in the sector. Legal,Regulation,Tax & Compliance Software expert: How AI can help financial advisors News Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118360/software-expert-how-ai-can-help-financial-advisors By analyzing historical data and identifying patterns, AI provides insights that can be incorporated into investment strategies and risk assessments. FinTech Growing Need for Operational and Cyber Resilience Dominates Concerns Among Financial Services Industry News Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118361/growing-need-for-operational-and-cyber-resilience-dominates-concerns-among-financial-services-industry Outdated legacy systems leaving firms vulnerable to mounting cyber risks, according to Broadridge FinTech GBST unveils enhanced WealthConnect platform to help advisory firms scale and streamline operations News Team Wednesday, May 07, 2025 1:00 am https://managersofwealth.com/article/118316/gbst-unveils-enhanced-wealthconnect-platform-to-help-advisory-firms-scale-and-streamline-operations The latest upgrade delivers a suite of innovative features designed to streamline advice production, reduce operational costs, and help firms scale effectively amid growing regulatory demands and rising client expectations. FinTech HK digital banks to expand wealth services after 74% deposit growth News Aggregation Team Tuesday, May 06, 2025 1:00 am https://managersofwealth.com/article/118286/hk-digital-banks-to-expand-wealth-services-after-74-deposit-growth None of the digital banks have reported a net profit, though their losses have narrowed. FinTech ADDX Partners with Franklin Templeton and Lexington Partners on Secondaries News Team Monday, May 05, 2025 1:00 am https://managersofwealth.com/article/118279/addx-partners-with-franklin-templeton-and-lexington-partners-on-secondaries Through the partnership, ADDX will offer access to a globally diversified secondaries strategy FinTech IFGS 2025: Is it time for wealthtech to take the stage? News Aggregation Team Friday, May 02, 2025 1:00 am https://managersofwealth.com/article/118254/ifgs-2025-is-it-time-for-wealthtech-to-take-the-stage French noted that there is merit in keeping things simple FinTech Plotting the future of AI in wealth and asset management News Aggregation Team Friday, May 02, 2025 1:00 am https://managersofwealth.com/article/118256/plotting-the-future-of-ai-in-wealth-and-asset-management From high-frequency trading to robo-advisory services, AI is transforming financial decision-making at an unprecedented pace. FinTech What financial advisors can learn from influencers News Team Thursday, May 01, 2025 1:00 am https://managersofwealth.com/article/118234/what-financial-advisors-can-learn-from-influencers So-called “finfluencers” like Richtsteiger often reach hundreds of thousands of followers – and thus achieve a greater reach than many traditional media channels. FinTech High-net-worth investors can earn rewards of up to $30,000 with Bybit Private Wealth Management News Team Wednesday, April 30, 2025 1:00 am https://managersofwealth.com/article/118199/high-net-worth-investors-can-earn-rewards-of-up-to-30000-with-bybit-private-wealth-management The Private Equity Fund is currently one of the most popular investment choices among PWM clients, reflecting rising interest in exclusive investment opportunities. FinTech Bankers Association gives Swiss franc stablecoin a lot of credit News Aggregation Team Wednesday, April 30, 2025 1:00 am https://managersofwealth.com/article/118208/bankers-association-gives-swiss-franc-stablecoin-a-lot-of-credit The focus was on the question of whether regulated Swiss banks should issue stablecoins themselves in the future – preferably based on the Swiss franc. FinTech 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 Family offices must prepare for cyber security threat News Aggregation Team Thursday, May 01, 2025 1:00 am https://managersofwealth.com/article/118223/family-offices-must-prepare-for-cyber-security-threat Family offices, which manage substantial wealth for ultra-high net worth investors, are increasingly being targeted by cyber criminals. Family Office How the traditional family office model is transitioning to outsourcing News Aggregation Team Tuesday, April 29, 2025 1:00 am https://managersofwealth.com/article/118176/how-the-traditional-family-office-model-is-transitioning-to-outsourcing Gilmour says this is especially true for single-family offices, which focus on an individual or family, as it is difficult for these offices to have the depth and breadth of the experience across different asset classes. Family Office Kathy Lintz of Matter Family Office Named Entrepreneur of the Year(R) 2025 Heartland Award Finalist News Team Tuesday, April 29, 2025 1:00 am https://managersofwealth.com/article/118177/kathy-lintz-of-matter-family-office-named-entrepreneur-of-the-yearr-2025-heartland-award-finalist Celebrating visionary leadership shaping the future of family wealth management Family Office Family offices adopting ‘dual hub’ approach to manage Asian wealth News Aggregation Team Wednesday, April 23, 2025 1:00 am https://managersofwealth.com/article/118057/family-offices-adopting-amplsquodual-hubamprsquo-approach-to-manage-asian-wealth The number of single-family offices in Hong Kong and Singapore — Asia-Pacific's leading hubs for such entities — has surged, increasing fourfold since 2020 to around 4,000 across both jurisdictions. Family Office Lighthouse Canton Launches Family Office Report News Aggregation Team Wednesday, April 16, 2025 1:00 am https://managersofwealth.com/article/117974/lighthouse-canton-launches-family-office-report The white paper was released during a roundtable hosted in collaboration with the Dubai International Financial Center's (DIFC) Family Wealth Center. Family Office Raffles Family Office Launches Digital Asset Fund in Hong Kong News Aggregation Team Wednesday, April 16, 2025 1:00 am https://managersofwealth.com/article/117976/raffles-family-office-launches-digital-asset-fund-in-hong-kong This happened after receiving consent from the Securities and Futures Commission to its change in business plan in managing portfolios that invest in virtual assets. Family Office An institutional approach to family wealth management is key: Report News Aggregation Team Wednesday, April 16, 2025 1:00 am https://managersofwealth.com/article/117996/an-institutional-approach-to-family-wealth-management-is-key-report The whitepaper, titled ‘The Multi-Family Office Advantage’, was launched at a roundtable hosted by Lighthouse Canton in collaboration with the DIFC’s Family Wealth Centre Family Office Fund firms fear bank backlash over direct family office business News Aggregation Team Wednesday, April 16, 2025 1:00 am https://managersofwealth.com/article/117997/fund-firms-fear-bank-backlash-over-direct-family-office-business Asset managers seeing a rise in approaches from investment savvy family offices, but worry dealing direct will strain key private bank distribution partnerships in the region. Family Office 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 Dubai luxury developer Omniyat aligns sukuk issuance to right market conditions News Aggregation Team Monday, May 05, 2025 1:00 am https://managersofwealth.com/article/118264/dubai-luxury-developer-omniyat-aligns-sukuk-issuance-to-right-market-conditions The sukuk, upsized to $500mln on robust demand, was priced at the sweet spot Luxury Wine cellar of the Swiss watch patron under the hammer News Aggregation Team Monday, May 05, 2025 1:00 am https://managersofwealth.com/article/118274/wine-cellar-of-the-swiss-watch-patron-under-the-hammer The owner not only had a good hand when it came to the watch and jewelry business, but also when it came to wine, as we now see. Luxury ‘Luxury’s flaw: Choosing algorithms over artisans’ News Aggregation Team Monday, May 05, 2025 1:00 am https://managersofwealth.com/article/118277/amplsquoluxuryamprsquos-flaw-choosing-algorithms-over-artisansamprsquo Opinion: Luxury brands must position AI as a human-enhancing tool, not a replacement, to retain client trust and emotional engagement. Luxury Zurich restaurants with excellent wine lists News Aggregation Team Thursday, May 01, 2025 1:00 am https://managersofwealth.com/article/118232/zurich-restaurants-with-excellent-wine-lists The wine selection may well include dozens of items. Luxury China’s Wang Ning Adds $1.6 Billion To Wealth As Americans Queue For Toys News Aggregation Team Tuesday, April 29, 2025 1:00 am https://managersofwealth.com/article/118162/chinaamprsquos-wang-ning-adds-16-billion-to-wealth-as-americans-queue-for-toys So far this year, the stock has more than doubled as Pop Mart’s collectible toys took the world by storm, after first winning over the younger generation in China. Luxury Porsche aims to drive flagging China sales with luxury News Aggregation Team Friday, April 25, 2025 1:00 am https://managersofwealth.com/article/118126/porsche-aims-to-drive-flagging-china-sales-with-luxury In Shanghai on Tuesday evening, Volkswagen Group boss Oliver Blume told reporters that the luxury market in China has changed. Luxury Millionaire exodus pushes prime London rentals up as home sales stall – Garrington Asset Management News Aggregation Team Wednesday, April 23, 2025 1:00 am https://managersofwealth.com/article/118058/millionaire-exodus-pushes-prime-london-rentals-up-as-home-sales-stall-ampndash-garrington-asset-management Sale prices in London stayed flat as more luxury homes hit the market. Luxury Zurich banking hotel writes new chapter News Aggregation Team Thursday, April 17, 2025 1:00 am https://managersofwealth.com/article/118012/zurich-banking-hotel-writes-new-chapter Located directly on Paradeplatz, it was and remains a preferred meeting place for bankers, investors, and decision-makers from all over the world. Luxury 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 Elon Musk's Wealth Skyrockets By Billions As Tesla Stock Rallies After Billionaire CEO Steps Back From DOGE News Aggregation Team Friday, April 25, 2025 1:00 am https://managersofwealth.com/article/118127/elon-muskamp039s-wealth-skyrockets-by-billions-as-tesla-stock-rallies-after-billionaire-ceo-steps-back-from-doge He further added, “Starting next month, I'll be allocating far more of my time to Tesla.” Extremely Wealthy From Musk to Mass Fortunes: Billionaire Boom Reaches 3,000+ in 2025 News Team Thursday, April 24, 2025 1:00 am https://managersofwealth.com/article/118101/from-musk-to-mass-fortunes-billionaire-boom-reaches-3000-in-2025 The United States once again tops the list by a wide margin, boasting a record 902 billionaires Extremely Wealthy What does a 900-year-old monarchy bring to modern private banking? News Aggregation Team Tuesday, April 22, 2025 1:00 am https://managersofwealth.com/article/118053/what-does-a-900-year-old-monarchy-bring-to-modern-private-banking Like all royals on whose door this correspondent has ever knocked, getting an audience with His Serene Highness is not necessarily the easiest of feats. Extremely Wealthy Meet the Zara heiress with a staggering £8 billion net worth News Aggregation Team Thursday, April 17, 2025 1:00 am https://managersofwealth.com/article/118006/meet-the-zara-heiress-with-a-staggering-amppound8-billion-net-worth Marta Ortega Perez is the current chair of Inditex Extremely Wealthy 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 Three must-see charts for investors in May News Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118345/three-must-see-charts-for-investors-in-may Each chart tells a story of adjustment – to volatility, to long-term opportunity, and to the structural shifts that will define the next investment cycle. Comment & Analysis Gold’s a valuable but volatile haven among others News Team Wednesday, May 07, 2025 1:00 am https://managersofwealth.com/article/118318/goldamprsquos-a-valuable-but-volatile-haven-among-others From 2022 through 2024, a bullish gold narrative centred on geopolitical tensions and investors seeking alternatives to the US dollar. Comment & Analysis Europe’s largest asset manager, Amundi: retail investors engaging more with digital platforms but still value professional advice News Aggregation Team Tuesday, May 06, 2025 1:00 am https://managersofwealth.com/article/118282/europeamprsquos-largest-asset-manager-amundi-retail-investors-engaging-more-with-digital-platforms-but-still-value-professional-advice And the study proves that digital investment is not limited to the younger demographics, with 68% of those over 50 globally holding digital investments. Comment & Analysis Hong Kong’s 8 online banks set sights on managing wealth after 74% deposits growth News Aggregation Team Monday, May 05, 2025 1:00 am https://managersofwealth.com/article/118265/hong-kongamprsquos-8-online-banks-set-sights-on-managing-wealth-after-74-deposits-growth Hong Kong’s digital banks plan to expand wealth management businesses as deposits and loans surge Comment & Analysis Meet the 14 investment pros who ran the London Marathon News Aggregation Team Monday, May 05, 2025 1:00 am https://managersofwealth.com/article/118269/meet-the-14-investment-pros-who-ran-the-london-marathon After the London marathon, 14 individuals reflect on their motivations for participating in the behemoth event and the skills that are essential on the track – but also in the workplace. Comment & Analysis Bond market: Tariff hammer scares away foreign debtors News Aggregation Team Monday, May 05, 2025 1:00 am https://managersofwealth.com/article/118273/bond-market-tariff-hammer-scares-away-foreign-debtors While foreign borrowers did not achieve an all-time record, they also achieved a substantial issue volume of CHF 3.1 billion. Comment & Analysis Women as CEOs of their households: The hidden investment skills News Team Friday, May 02, 2025 1:00 am https://managersofwealth.com/article/118236/women-as-ceos-of-their-households-the-hidden-investment-skills Our Senior Investment Director, Rachael Marsden, explores how women, often the CEOs of their households, possess invaluable financial management skills. Comment & Analysis Retirement planning: securing your future with Brown Shipley News Team Friday, May 02, 2025 1:00 am https://managersofwealth.com/article/118237/retirement-planning-securing-your-future-with-brown-shipley With over two centuries of experience in private banking and wealth management, we're uniquely positioned to guide you through the complexities of retirement planning. Comment & Analysis Crestwood Advisors Named to USA Today’s 2025 Best Financial Advisory Firms List News Team Friday, May 02, 2025 1:00 am https://managersofwealth.com/article/118240/crestwood-advisors-named-to-usa-todayamprsquos-2025-best-financial-advisory-firms-list This prestigious ranking, compiled in partnership with market research firm Statista, highlights the top 500 Registered Investment Advisors (RIAs) across the nation. 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 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 Jupiter Asset Management Turns to Room Zero for Product Profitability News Team Tuesday, April 01, 2025 1:00 am https://managersofwealth.com/article/117692/jupiter-asset-management-turns-to-room-zero-for-product-profitability The bolt-on service can incorporate platform fees, service fees, renewal commissions and rebates into its cost of sales calculations. 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