Managers of Wealth https://managersofwealth.com/ Fri, 04 Jul 2025 01:08:02 BST part of MediaG8way Group https://managersofwealth.com/ https://managersofwealth.com/assets/images/logo.png Managers of Wealth KohanaPHP Redemption of UBS Group AG senior unsecured notes and additional tier 1 instrument News Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119372/redemption-of-ubs-group-ag-senior-unsecured-notes-and-additional-tier-1-instrument The last trading day of the Senior Notes will be 11 July 2025. Wealth and Asset Management Family Office Summit’s Obediah Ayton on trends impacting generational wealth transfer News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119376/family-office-summitamprsquos-obediah-ayton-on-trends-impacting-generational-wealth-transfer The chair of the summit shares insights, ranging from next-gen leadership and gender diversity to wealth tech and sustainability Wealth and Asset Management Shackleton adds £900m AUM with Chetwood Group acquisition News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119378/shackleton-adds-amppound900m-aum-with-chetwood-group-acquisition This marks Shackleton’s fourth acquisition of the year and brings its total assets under advice and management to just over £8bn. Wealth and Asset Management Pictet prepares for third ‘gilded age’ of philanthropic giving News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119379/pictet-prepares-for-third-amplsquogilded-ageamprsquo-of-philanthropic-giving Philanthropic Swiss private banks are navigating a new landscape, transformed by AI, climate change and disinformation Wealth and Asset Management Allfunds Onboards First Fund into Middle East Management Company in Partnership with Schroders News Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119380/allfunds-onboards-first-fund-into-middle-east-management-company-in-partnership-with-schroders As the first partner in this initiative, Schroders brings its global active management approach and expertise to the region, supported by Allfunds’ local regulatory and distribution capabilities. Wealth and Asset Management Ex-Pictet and Lombard Odier hot shots launch bond fund firm News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119386/ex-pictet-and-lombard-odier-hot-shots-launch-bond-fund-firm Alpha Curve Investments plans to launch its flagship unconstrained fixed income fund this month. Wealth and Asset Management BLKB makes impairments on radicant holding ag and announces personnel changes News Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119388/blkb-makes-impairments-on-radicant-holding-ag-and-announces-personnel-changes BLKB is planning a comprehensive cost reduction and efficiency program as well as changes in the governance and business focus of the radicant companies. Wealth and Asset Management BCO sets the course for the future News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119389/bco-sets-the-course-for-the-future BCO is an owner-managed company offering a broad range of services for SMEs, entrepreneurs, and families. Wealth and Asset Management Citi Wealth taps Allfundds for streamlined trade execution News Team Wednesday, July 02, 2025 1:00 am https://managersofwealth.com/article/119345/citi-wealth-taps-allfundds-for-streamlined-trade-execution The innovative Allfunds platform will enable streamlined trade execution, settlement, and reconciliation processes. Wealth and Asset Management Brooks Macdonald launches Brooks Financial, a new brand for its financial planning business News Team Wednesday, July 02, 2025 1:00 am https://managersofwealth.com/article/119348/brooks-macdonald-launches-brooks-financial-a-new-brand-for-its-financial-planning-business Brooks Financial brings together all former financial planning companies under one unified brand Wealth and Asset Management Crypto bank snaps up Credit Suisse veteran News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119371/crypto-bank-snaps-up-credit-suisse-veteran In June, he joined the crypto institution Amina Bank. Executive Moves Fideuram AM rings leadership changes as CEO moves to private bank News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119374/fideuram-am-rings-leadership-changes-as-ceo-moves-to-private-bank Davide Elli has moved to a senior position at Fideuram – Intesa Sanpaolo Private Banking, while Luca Anzola and Chiara Mauri have landed promotions. Executive Moves Nomura Announces Management Changes News Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119377/nomura-announces-management-changes The appointments are subject to local internal and regulatory approvals. Executive Moves Allfunds appoints new Head of US News Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119381/allfunds-appoints-new-head-of-us In this role, he led investment product strategy, development, and distribution for international clients. Executive Moves T. Rowe Price Nets Ex-UBS Executives for Asia Distribution News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119383/t-rowe-price-nets-ex-ubs-executives-for-asia-distribution In the role, he will be responsible for driving distribution partnerships in Southeast Asia. Executive Moves Barclays announces key leadership appointments in Asia Pacific Investment Banking News Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119384/barclays-announces-key-leadership-appointments-in-asia-pacific-investment-banking Strengthening leadership in Asia Pacific Investment Banking to execute with precision Executive Moves Vontobel appoints Head Human Resources News Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119385/vontobel-appoints-head-human-resources She joins Vontobel from Zuger Kantonalbank Executive Moves 17 promotions across Saffery Trust News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119387/17-promotions-across-saffery-trust The promotions, effective from 1 July, see Guernsey’s Claire Bufton promoted to Finance Director and Sharon Coburn to People & Culture Director. Executive Moves Broadridge Announces Expanded Roles for Senior Leaders News Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119390/broadridge-announces-expanded-roles-for-senior-leaders The changes are effective as of July 1. Executive Moves JPMorgan names insider David Frame global CEO of private bank News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119391/jpmorgan-names-insider-david-frame-global-ceo-of-private-bank JPMorgan's private banking business oversees more than $2.9 trillion in client assets globally. Executive Moves ZKB introduces new charges for Swiss-resident Americans News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119394/zkb-introduces-new-charges-for-swiss-resident-americans A spokesperson confirmed the newly implemented quarterly CHF 90 charges to US citizens residing in Switzerland. Legal,Regulation,Tax & Compliance Response to media reports – Legal case concerning alleged 1MDB fraud News Team Wednesday, July 02, 2025 1:00 am https://managersofwealth.com/article/119354/response-to-media-reports-ampndash-legal-case-concerning-alleged-1mdb-fraud They operated under false pretences, and acted as a conduit for funds misappropriated from 1MDB to launder monies. Legal,Regulation,Tax & Compliance Living between Dubai and Milan, but litigating in London News Aggregation Team Monday, June 30, 2025 1:00 am https://managersofwealth.com/article/119302/living-between-dubai-and-milan-but-litigating-in-london While private wealth may find a new centre of gravity further east, the gravitational pull of London’s courts will stay as strong as ever. Legal,Regulation,Tax & Compliance The eternal dilemma of how to tax the super-rich News Aggregation Team Friday, June 27, 2025 1:00 am https://managersofwealth.com/article/119284/the-eternal-dilemma-of-how-to-tax-the-super-rich It is becoming harder to keep wealthy nomads and ordinary voters happy Legal,Regulation,Tax & Compliance Wealth advisers helping tax evasion face fresh fines News Aggregation Team Wednesday, June 25, 2025 1:00 am https://managersofwealth.com/article/119236/wealth-advisers-helping-tax-evasion-face-fresh-fines Advisers who help clients evade tax will face fines under rules that have come into force from 01 January this year. Legal,Regulation,Tax & Compliance CS Plaintiffs Achieve Stage Success News Aggregation Team Tuesday, June 24, 2025 1:00 am https://managersofwealth.com/article/119199/cs-plaintiffs-achieve-stage-success The names of these experts are not being disclosed, as objections could still be raised against the proposed persons. Legal,Regulation,Tax & Compliance Hawksford shows commitment to UAE market through DMCC agreement News Team Monday, June 23, 2025 1:00 am https://managersofwealth.com/article/119162/hawksford-shows-commitment-to-uae-market-through-dmcc-agreement Working closely with its well-established teams in the UK and Singapore, the agreement will also see Hawksford support greater trade flows across the UK-GCC-ASEAN corridor. Legal,Regulation,Tax & Compliance Nigel Farage Accused Of 'Billionaires' Giveaway' Over New Tax Policy News Aggregation Team Monday, June 23, 2025 1:00 am https://managersofwealth.com/article/119177/nigel-farage-accused-of-amp039billionairesamp039-giveawayamp039-over-new-tax-policy All of the money raised from the new policy would be given directly to around 2.5 million workers on low incomes, Farage will announce in a major speech on Monday. Legal,Regulation,Tax & Compliance A UK Wealth Exodus? Why ‘Non-Dom’ Crackdown Risks Backfiring for Reeves News Aggregation Team Wednesday, June 18, 2025 1:00 am https://managersofwealth.com/article/119085/a-uk-wealth-exodus-why-amplsquonon-domamprsquo-crackdown-risks-backfiring-for-reeves What started as a trickle of departures risks turning into an exodus as rich individuals grapple with a raft of other changes hitting their finances — from higher taxes on private equity investments to levies on private school fees. Legal,Regulation,Tax & Compliance Banque Pictet et Cie SA and one of its former asset managers sentenced by penal order News Team Tuesday, June 17, 2025 1:00 am https://managersofwealth.com/article/119076/banque-pictet-et-cie-sa-and-one-of-its-former-asset-managers-sentenced-by-penal-order The conviction was part of a series of criminal proceedings initiated by the Federal Prosecutor's Office (OA) in connection with the international "Lava Jato" corruption scandal, most of which originated in Brazil. Legal,Regulation,Tax & Compliance Broadridge to Acquire Acolin, Accelerating Modernization and Transparency in Cross-Border Fund Distribution News Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119392/broadridge-to-acquire-acolin-accelerating-modernization-and-transparency-in-cross-border-fund-distribution Acquisition will enhance Broadridge’s global fund distribution, data and regulatory service capabilities and reinforce its role at the intersection of funds and distributors FinTech Aquiline Completes Acquisition of SEI’s Family Office Services Business News Team Wednesday, July 02, 2025 1:00 am https://managersofwealth.com/article/119360/aquiline-completes-acquisition-of-seiamprsquos-family-office-services-business Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries. FinTech How ERI is staying agile for the next generation of wealth management News Team Tuesday, July 01, 2025 1:00 am https://managersofwealth.com/article/119329/how-eri-is-staying-agile-for-the-next-generation-of-wealth-management ERI is the provider of OLYMPIC Banking System - an integrated, realtime core banking and wealth management software package FinTech Max-Hervé George Highlights SWI’s Strategic Growth Vision for Europe’s AI and Tech Infrastructure Frontier News Aggregation Team Friday, June 27, 2025 1:00 am https://managersofwealth.com/article/119272/max-hervampeacute-george-highlights-swiamprsquos-strategic-growth-vision-for-europeamprsquos-ai-and-tech-infrastructure-frontier The region’s clear regulatory direction, sustainability benchmarks, and emphasis on data sovereignty have collectively created an environment where long-term capital can operate with both clarity and conviction. FinTech Optio acquires share plan platform from Investec Wealth & Investment International News Team Friday, June 27, 2025 1:00 am https://managersofwealth.com/article/119286/optio-acquires-share-plan-platform-from-investec-wealth-ampamp-investment-international Optio Incentives scales global offering, reaching 1M participants across 15 stock exchanges. Global expansion supported by the acquisition of Investec Wealth & Investment International's share plan software platform. FinTech Verso’s strategic platform partnership with Nucleus helping to power its growth plans News Team Friday, June 27, 2025 1:00 am https://managersofwealth.com/article/119287/versoamprsquos-strategic-platform-partnership-with-nucleus-helping-to-power-its-growth-plans Nucleus and Verso have been working collaboratively over the last twelve months to develop and launch the new platform with the transfer of existing client assets well underway. FinTech LGT and iCapital Join Forces for Alternatives Investing News Aggregation Team Thursday, June 26, 2025 1:00 am https://managersofwealth.com/article/119239/lgt-and-icapital-join-forces-for-alternatives-investing The partnership marks a bold step toward automation, transparency, and personalized client service in private markets investing. FinTech Hong Kong wealth management firm makes first crypto investment News Aggregation Team Wednesday, June 25, 2025 1:00 am https://managersofwealth.com/article/119231/hong-kong-wealth-management-firm-makes-first-crypto-investment This marks a shift from VMS’s traditional focus on private equity due to growing illiquidity in such investments. FinTech AI Washing: The New Concern for Institutional Investors and Wealth Managers News Aggregation Team Monday, June 23, 2025 1:00 am https://managersofwealth.com/article/119161/ai-washing-the-new-concern-for-institutional-investors-and-wealth-managers Over the next three years, 26% of the professional investors surveyed believe that AI washing will worsen slightly, while 3% think it will worsen considerably FinTech Revolut boss promises billion-dollar reward News Aggregation Team Monday, June 23, 2025 1:00 am https://managersofwealth.com/article/119172/revolut-boss-promises-billion-dollar-reward Revolut's CEO, Nik Storonsky , has a salary package that would entitle him to billions in compensation if he achieves certain goals. FinTech IE University, Franklin Templeton, and OpenWealth team up to launch the IE Family Offices Knowledge Hub News Team Wednesday, July 02, 2025 1:00 am https://managersofwealth.com/article/119353/ie-university-franklin-templeton-and-openwealth-team-up-to-launch-the-ie-family-offices-knowledge-hub As Family Offices grow in significance for investment and legacy preservation, the Hub aims to offer comprehensive knowledge that blends academic research with practical insights to address the real challenges families face when managing multigenerational Family Office Corona Heiress' Family Office Prepares for $8 Billion Succession News Aggregation Team Tuesday, July 01, 2025 1:00 am https://managersofwealth.com/article/119325/corona-heiressamp039-family-office-prepares-for-8-billion-succession She had to juggle raising two young sons with boardroom battles as opportunists sought a slice of her inheritance through Grupo Modelo, the Corona brewer founded a century ago. Family Office Singapore EAM Partners With Swiss Advisory Firm News Aggregation Team Monday, June 30, 2025 1:00 am https://managersofwealth.com/article/119301/singapore-eam-partners-with-swiss-advisory-firm Ex-Private Banker Completes Buyout of OLZ’s Hong Kong Unit Family Office Rockefeller Global Family Office Continues Growth with South Florida Expansion News Team Monday, June 30, 2025 1:00 am https://managersofwealth.com/article/119315/rockefeller-global-family-office-continues-growth-with-south-florida-expansion The group brings an extensive track record supporting high- and ultra-high-net-worth clients through all stages of their financial lives, from managing investments to strategic planning for future generations. Family Office How the wealthy are rewriting private capital investing rules News Aggregation Team Friday, June 27, 2025 1:00 am https://managersofwealth.com/article/119280/how-the-wealthy-are-rewriting-private-capital-investing-rules A major transition is underway from "broken" buyout models towards growth capital with lower deal sizes and longer terms Family Office Family offices double down on private credit and infrastructure during private equity slump, survey finds News Aggregation Team Friday, June 27, 2025 1:00 am https://managersofwealth.com/article/119282/family-offices-double-down-on-private-credit-and-infrastructure-during-private-equity-slump-survey-finds Private investment firms of wealthy families are investing more in alternatives, according to a new BlackRock survey. Family Office Hong Kong $4 Billion 'Family Office' Ventures Into Virtual Asset Business News Aggregation Team Wednesday, June 25, 2025 1:00 am https://managersofwealth.com/article/119217/hong-kong-4-billion-amp039family-officeamp039-ventures-into-virtual-asset-business A family office refers to a company dedicated to handling asset allocation, inheritance and gift issues, and tax matters for ultra-high-net-worth individuals. Family Office BlackRock Study: Family Offices are in Risk-Management Mode, Focused on Increasing Diversification and Idiosyncratic Sources of Return News Aggregation Team Tuesday, June 24, 2025 1:00 am https://managersofwealth.com/article/119195/blackrock-study-family-offices-are-in-risk-management-mode-focused-on-increasing-diversification-and-idiosyncratic-sources-of-return The survey results also showed that concern around disruptions to trade and the increasing fragmentation in geopolitics turned overall sentiment negative for the first time since the survey began in 2020. Family Office Navigating Private Wealth in Hong Kong News Aggregation Team Monday, June 23, 2025 1:00 am https://managersofwealth.com/article/119185/navigating-private-wealth-in-hong-kong As families become increasingly global in their outlook, managing and preserving wealth across generations and jurisdictions has never been more complex – or more important. Family Office How European family offices are reallocating capital towards the UAE News Aggregation Team Monday, June 23, 2025 1:00 am https://managersofwealth.com/article/119186/how-european-family-offices-are-reallocating-capital-towards-the-uae The UAE imposes no personal income tax, capital gains tax, or inheritance tax Family Office ‘Space is the only frontier left’: The rise of the ultimate $1 million luxury family holiday News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119370/amplsquospace-is-the-only-frontier-leftamprsquo-the-rise-of-the-ultimate-1-million-luxury-family-holiday For the super-rich, luxury travel has become both an art form and an arms race. Get ready for a summer of extravagance... Luxury UBS upgrades luxury sector but sees growth recovery delayed until H2 2026 News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119373/ubs-upgrades-luxury-sector-but-sees-growth-recovery-delayed-until-h2-2026 The move comes despite the firm maintaining that a "meaningful recovery in growth is unlikely to come before H2 2026." Luxury The Enclave's Rarity: Wynn Resorts' UAE Masterstroke in Ultra-Luxury Hospitality News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119382/the-enclaveamp039s-rarity-wynn-resortsamp039-uae-masterstroke-in-ultra-luxury-hospitality This article dissects how Wynn's audacious vision could redefine luxury travel in the UAE and deliver outsized returns for investors. Luxury Dow Jones CEO Almar Latour on why knowledge is the new luxury News Aggregation Team Monday, June 30, 2025 1:00 am https://managersofwealth.com/article/119294/dow-jones-ceo-almar-latour-on-why-knowledge-is-the-new-luxury In a landscape where a single misread geopolitical shift can reshape entire markets overnight, discernment has quietly emerged as the scarcest luxury of all. Luxury Investing in luxury assets: watches, wine and real estate for passion, prestige and portfolio diversification News Team Friday, June 27, 2025 1:00 am https://managersofwealth.com/article/119270/investing-in-luxury-assets-watches-wine-and-real-estate-for-passion-prestige-and-portfolio-diversification With today’s traditional investment world looking uncertain, luxury assets are increasingly valued not just as collectibles, but as vehicles for enjoyment, preservation and long-term investment potential. Luxury Sapphire meets precision: Richard Mille’s RM 75-01 makes transparency a luxury News Aggregation Team Friday, June 27, 2025 1:00 am https://managersofwealth.com/article/119281/sapphire-meets-precision-richard-milleamprsquos-rm-75-01-makes-transparency-a-luxury How the Richard Mille RM 75-01 Flying Tourbillon Sapphire merges gothic grandeur with oceanic fluidity—and why it matters in haute horlogerie’s transparent future Luxury Bangkok Is Fast Becoming Asia’s Most Hyped Luxury Travel Destination News Aggregation Team Tuesday, June 24, 2025 1:00 am https://managersofwealth.com/article/119210/bangkok-is-fast-becoming-asiaamprsquos-most-hyped-luxury-travel-destination This is partly due to the revving longboats chopping along the water’s surface, not to mention the cicadas screeching an electric chorus from the overhanging mango trees. Luxury A perfume for 40,000 euros: Brioni and Lalique team up News Aggregation Team Friday, June 20, 2025 1:00 am https://managersofwealth.com/article/119143/a-perfume-for-40000-euros-brioni-and-lalique-team-up The Dualité, Crystal Edition marks the first-ever collaboration between the French crystal house Lalique and the Italian fashion house Brioni. Luxury Xiaomi is rolling out a luxe electric SUV with serious range News Aggregation Team Friday, June 20, 2025 1:00 am https://managersofwealth.com/article/119147/xiaomi-is-rolling-out-a-luxe-electric-suv-with-serious-range The Xiaomi YU7 has the looks of a Ferrari SUV, the sticker price of a Tesla Model Y and an 800 km range Luxury Luxury’s $1.7 trillion headache: The sector lost 50 million customers last year and is struggling with selfie-happy Gen Z News Aggregation Team Friday, June 20, 2025 1:00 am https://managersofwealth.com/article/119148/luxuryamprsquos-17-trillion-headache-the-sector-lost-50-million-customers-last-year-and-is-struggling-with-selfie-happy-gen-z The study released Thursday shows the sector’s worth was €1.5 trillion ($1.7 trillion) in 2024, though for Q1 of 2025 estimates are shrinkage of 3% compared to last year. Luxury Number of Brazilian millionaires rises to nearly 400,000 News Aggregation Team Wednesday, June 25, 2025 1:00 am https://managersofwealth.com/article/119213/number-of-brazilian-millionaires-rises-to-nearly-400000 The country ranks first in the region and 19th globally. Extremely Wealthy Amazon founder Bezos's Venice wedding triggers cascade of protests over wealth inequality News Aggregation Team Wednesday, June 25, 2025 1:00 am https://managersofwealth.com/article/119234/amazon-founder-bezosamp039s-venice-wedding-triggers-cascade-of-protests-over-wealth-inequality More demonstrations are planned for Saturday, with protesters aiming to obstruct access to the city's famed canals to prevent glamorous guests from reaching the wedding venue. Extremely Wealthy New study reveals disturbing impacts of luxurious lifestyles of the wealthy: 'We can directly link them' News Aggregation Team Friday, June 13, 2025 1:00 am https://managersofwealth.com/article/119016/new-study-reveals-disturbing-impacts-of-luxurious-lifestyles-of-the-wealthy-amp039we-can-directly-link-themamp039 Our study shows that extreme climate impacts are not just the result of abstract global emissions Extremely Wealthy European billionaires sell $1 billion in stocks amid strong market performance News Aggregation Team Wednesday, June 11, 2025 1:00 am https://managersofwealth.com/article/118957/european-billionaires-sell-1-billion-in-stocks-amid-strong-market-performance Wealthy investors shift strategies with billion-dollar stock sales, defying market trends. Extremely Wealthy Billionaire Bill Ackman’s been investing in one of my favourite S&P 500 growth stocks News Aggregation Team Monday, June 09, 2025 1:00 am https://managersofwealth.com/article/118912/billionaire-bill-ackmanamprsquos-been-investing-in-one-of-my-favourite-sampampp-500-growth-stocks This high-quality S&P 500 technology stock’s well off its highs. And renowned hedge fund manager Bill Ackman’s been buying the dip. Extremely Wealthy Bill Gates to give away his $200 billion wealth over next 20 years: ‘Majority of that funding will be spent on…’ News Aggregation Team Tuesday, June 03, 2025 1:00 am https://managersofwealth.com/article/118806/bill-gates-to-give-away-his-200-billion-wealth-over-next-20-years-amplsquomajority-of-that-funding-will-be-spent-onamphellipamprsquo The Gates Foundation will focus on preventing deaths, eradicating diseases, and alleviating poverty, aiming to complete its mission by 2045. Extremely Wealthy Wealthy UK Business Owners Report Tax Risk Motivators, Barriers News Aggregation Team Friday, May 30, 2025 1:00 am https://managersofwealth.com/article/118741/wealthy-uk-business-owners-report-tax-risk-motivators-barriers Business owners with a lot of control over their business financials and not a lot of accounting know-how are particularly at risk Extremely Wealthy Ultra Rich Wanted More China Exposure Before Trade War, UBS Says News Aggregation Team Thursday, May 22, 2025 1:00 am https://managersofwealth.com/article/118601/ultra-rich-wanted-more-china-exposure-before-trade-war-ubs-says On average globally, 18% wanted to do so. Extremely Wealthy Forget becoming a self-made billionaire—working for others is a fast-track to ultra-wealth like Tim Cook and Satya Nadella News Aggregation Team Wednesday, May 21, 2025 1:00 am https://managersofwealth.com/article/118575/forget-becoming-a-self-made-billionaireampmdashworking-for-others-is-a-fast-track-to-ultra-wealth-like-tim-cook-and-satya-nadella For these billionaires, good business ideas, fueled by market buzz, were rewarded with a 10-figure payday. Extremely Wealthy UK’s 50 richest families hold more wealth than 50% of population, analysis finds News Aggregation Team Tuesday, May 20, 2025 1:00 am https://managersofwealth.com/article/118559/ukamprsquos-50-richest-families-hold-more-wealth-than-50-of-population-analysis-finds Equality Trust says billionaires getting ‘ludicrously’ richer, with top two now wealthier than whole of 1990 rich list Extremely Wealthy Hong Kong must raise its game to attract multifamily-office operators, study says News Aggregation Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119369/hong-kong-must-raise-its-game-to-attract-multifamily-office-operators-study-says City needs to improve technology, innovation and service quality to further develop as a family-office hub, white paper says Comment & Analysis Sustainability adapts to policy pressures and opportunity News Team Thursday, July 03, 2025 1:00 am https://managersofwealth.com/article/119375/sustainability-adapts-to-policy-pressures-and-opportunity While the US’s rhetoric and agenda initially rattled markets and investors, a more nuanced picture is emerging, in which some areas of sustainable investment are thriving. Comment & Analysis Investing as US slowdown, European awakening, reshuffle the outlook News Team Wednesday, July 02, 2025 1:00 am https://managersofwealth.com/article/119357/investing-as-us-slowdown-european-awakening-reshuffle-the-outlook The first signs of weakness are emerging in the labour market, while positive news on inflation is set to be tested as tariffs hit activity and consumption. Comment & Analysis If Bezos’ Wealth Was Evenly Distributed Across the U.S., How Much Would We Get? News Aggregation Team Tuesday, July 01, 2025 1:00 am https://managersofwealth.com/article/119318/if-bezosamprsquo-wealth-was-evenly-distributed-across-the-us-how-much-would-we-get GOBankingRates is checking the math to see how much money every American would have if every citizen got a piece of Bezos’ wealth. Comment & Analysis Laurinda Ho: Reimagining legacy through entrepreneurship and purpose News Aggregation Team Tuesday, July 01, 2025 1:00 am https://managersofwealth.com/article/119323/laurinda-ho-reimagining-legacy-through-entrepreneurship-and-purpose Ho’s journey reflects a new generation of entrepreneurs who are building businesses on their own terms while honouring the foundations laid before them. Comment & Analysis Business owners face new risks around tax, cyberattacks and succession planning in 2025 News Team Tuesday, July 01, 2025 1:00 am https://managersofwealth.com/article/119328/business-owners-face-new-risks-around-tax-cyberattacks-and-succession-planning-in-2025 now a firm fixture in the diary for entrepreneurs in Switzerland – addressing the theme of "Tax and cybersecurity". Comment & Analysis AVPN launches new platform to streamline philanthropy in Asia News Aggregation Team Monday, June 30, 2025 1:00 am https://managersofwealth.com/article/119292/avpn-launches-new-platform-to-streamline-philanthropy-in-asia It offers a curated pool of over 400 verified impact organisations. Comment & Analysis Scotia Global Asset Management announces fund closures News Team Monday, June 30, 2025 1:00 am https://managersofwealth.com/article/119297/scotia-global-asset-management-announces-fund-closures Mutual funds are not guaranteed or insured by the Canada Deposit Insurance Corporation or any other government deposit insurer, their values change frequently and past performance may not be repeated. Comment & Analysis Singapore’s millionaire inflow to halve in 2025: Report News Aggregation Team Friday, June 27, 2025 1:00 am https://managersofwealth.com/article/119268/singaporeamprsquos-millionaire-inflow-to-halve-in-2025-report This is even as a record 142,000 millionaires worldwide are expected to relocate this year Comment & Analysis Ex-Baillie Gifford manager's platform shuts after funding blow News Aggregation Team Friday, June 27, 2025 1:00 am https://managersofwealth.com/article/119269/ex-baillie-gifford-manageramp039s-platform-shuts-after-funding-blow Tillit, which was founded by Felicia Hjertman in 2020 with the help of a number of high profile backers, has failed to secure enough funding to keep going. Comment & Analysis Jeff Bezos LUXURIOUS And EXPENSIVE Assets: $700 Million In Dream Homes, Ferrari Pininfarina Sergio, Rs 7 Lakh Dual Time Watch And $500 Million Wedding Yacht News Aggregation Team Tuesday, June 24, 2025 1:00 am https://managersofwealth.com/article/119211/jeff-bezos-luxurious-and-expensive-assets-700-million-in-dream-homes-ferrari-pininfarina-sergio-rs-7-lakh-dual-time-watch-and-500-million-wedding-yacht When tech royalty throws a wedding, it doesn’t just trend—it rewrites the rulebook on extravagance. Jeff Bezos and Lauren Sánchez’s nuptials in Venice weren’t so much a wedding as they were an international headline. Extremely Expensive A Perfume for 40,000 Francs: Brioni and Lalique Join Forces News Aggregation Team Monday, June 23, 2025 1:00 am https://managersofwealth.com/article/119165/a-perfume-for-40000-francs-brioni-and-lalique-join-forces The Dualité, Crystal Edition marks the first cooperation between the French crystal house Lalique and the Italian fashion house Brioni. Extremely Expensive ‘House of Marble’ in London Once Owned by Omani Royal Family Hits the Market News Aggregation Team Tuesday, June 17, 2025 1:00 am https://managersofwealth.com/article/119078/amplsquohouse-of-marbleamprsquo-in-london-once-owned-by-omani-royal-family-hits-the-market The townhouse in Mayfair has around 13 types of the premium stone Extremely Expensive Imagine: John Lennon’s Glasses Sell For $52,000 At A Charity Auction News Aggregation Team Friday, January 24, 2025 12:00 am 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 Societe Generale Digital Transformation Strategy Profile 2025: Accelerators, Incubators, and Innovation Programs News Team Monday, June 30, 2025 1:00 am https://managersofwealth.com/article/119299/societe-generale-digital-transformation-strategy-profile-2025-accelerators-incubators-and-innovation-programs Discover Société Générale's tech strategies and innovation programs, including digital transformation insights, ICT budget details, and major contracts. Explore their global banking solutions and tech initiatives across Eu Research Research Reveals More Than 75% of UK Wealth Managers Planning Acquisitions News Team Friday, June 27, 2025 1:00 am https://managersofwealth.com/article/119285/research-reveals-more-than-75-of-uk-wealth-managers-planning-acquisitions As M&A Activity Grows, Nearly 20% of Consolidators Pause Initiatives Due to Integration Issues Research The Great Wealth Flight: Millionaires Relocate in Record Numbers News Team Thursday, June 26, 2025 1:00 am https://managersofwealth.com/article/119242/the-great-wealth-flight-millionaires-relocate-in-record-numbers Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history. Research Rothschild & Co announces creation of Global Markets Solutions and rebranding of research arm News Team Tuesday, June 17, 2025 1:00 am https://managersofwealth.com/article/119054/rothschild-ampamp-co-announces-creation-of-global-markets-solutions-and-rebranding-of-research-arm GMS positions Rothschild & Co to provide research-led distribution and execution seamlessly across public and private markets. Research Adding private market investments to your portfolio News Team Monday, June 16, 2025 1:00 am https://managersofwealth.com/article/119032/adding-private-market-investments-to-your-portfolio As part of our advisory process, we assign investors to one of six risk profiles according to their individual risk capacity. Research Should I stay or should I go? From Non-Dom to FIG in a new UK tax era – a practical guide News Team Monday, June 16, 2025 1:00 am https://managersofwealth.com/article/119043/should-i-stay-or-should-i-go-from-non-dom-to-fig-in-a-new-uk-tax-era-ampndash-a-practical-guide For now-former UK non-doms, and individuals planning to relocate to the UK, the introduction of the new rules has been seismic Research A new era of wealth transfer: Five key takeaways for securing your family legacy News Team Thursday, June 12, 2025 1:00 am https://managersofwealth.com/article/118973/a-new-era-of-wealth-transfer-five-key-takeaways-for-securing-your-family-legacy Insights into giving and inheriting wealth across generations. Research Women’s Wealth Alliance seeks views on women in personal finance News Aggregation Team Tuesday, June 03, 2025 1:00 am https://managersofwealth.com/article/118805/womenamprsquos-wealth-alliance-seeks-views-on-women-in-personal-finance This includes financial planning, mortgage and protection advice, financial coaching, academy members, paraplanning, compliance, T&C and support roles. Research Does Wealth Always Equal Happiness? New Research Suggest No News Team Thursday, May 22, 2025 1:00 am https://managersofwealth.com/article/118603/does-wealth-always-equal-happiness-new-research-suggest-no Far from the glossy portrayals of effortless affluence, a more nuanced picture of wealth is emerging. Research Winning over the unadvised amid $3.5tn wealth wave News Aggregation Team Friday, April 04, 2025 1:00 am 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 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 Oxfam reaction to Spain, Brazil and South Africa launching a new coalition to tax the super-rich News Team Wednesday, July 02, 2025 1:00 am https://managersofwealth.com/article/119358/oxfam-reaction-to-spain-brazil-and-south-africa-launching-a-new-coalition-to-tax-the-super-rich Taxation of the super-rich is a vital tool to secure sustainable development and fight inequalities. Planet SOS Impact Report 2024: Sustainable investment as relevant as ever News Team Friday, June 13, 2025 1:00 am https://managersofwealth.com/article/119021/impact-report-2024-sustainable-investment-as-relevant-as-ever Engagement also means bilateral interactions with their investee companies to clear up specific matters such as their links with certain sectors, or their remuneration policies. Planet SOS ESG insights for 2025 and beyond News Team Wednesday, June 11, 2025 1:00 am https://managersofwealth.com/article/118946/esg-insights-for-2025-and-beyond The global sustainable fund universeendured its worst quarter on record in the first quarter of 2025, registering net outflows of USD 8.6 billion. Planet SOS Managing the growing challenge of global waste News Team Tuesday, June 10, 2025 1:00 am https://managersofwealth.com/article/118925/managing-the-growing-challenge-of-global-waste Reliance upon any of the information in this article is at the sole discretion of the reader. Planet SOS How should asset managers balance sustainability and investor returns? News Team Thursday, June 05, 2025 1:00 am https://managersofwealth.com/article/118856/how-should-asset-managers-balance-sustainability-and-investor-returns As a first step, asset managers should integrate financially material ESG data in their investment process since it allows them to take better-informed investment decisions. Planet SOS The rising cost of climate catastrophes – how should investors respond as extreme weather becomes the new normal? News Team Thursday, June 05, 2025 1:00 am https://managersofwealth.com/article/118859/the-rising-cost-of-climate-catastrophes-ampndash-how-should-investors-respond-as-extreme-weather-becomes-the-new-normal Looking ahead, the long-term trajectory is clear: the scale and cost of climate-related events is not only rising, it is accelerating. Planet SOS Schroders publishes first Group Nature Report News Team Wednesday, June 04, 2025 1:00 am https://managersofwealth.com/article/118814/schroders-publishes-first-group-nature-report The report follows the recommendations of the Taskforce on Nature-related Disclosures issued in 2023. Planet SOS Barclays Climate Ventures enables half a billion pounds of climate tech investment since 2020 News Team Wednesday, June 04, 2025 1:00 am https://managersofwealth.com/article/118836/barclays-climate-ventures-enables-half-a-billion-pounds-of-climate-tech-investment-since-2020 Climate tech is key to delivering the next generation energy system, addressing the climate challenge whilst supporting a successful and growing economy with affordable and resilient energy. Planet SOS Managing the growing challenge of global waste News Team Monday, June 02, 2025 1:00 am https://managersofwealth.com/article/118765/managing-the-growing-challenge-of-global-waste The approaches adopted vary by country and have different implications for the environment. Planet SOS Driving change: inside Mercedes-Benz’s bold plan to build carbon-neutral cars News Team Tuesday, May 27, 2025 1:00 am https://managersofwealth.com/article/118659/driving-change-inside-mercedes-benzamprsquos-bold-plan-to-build-carbon-neutral-cars With a legacy that spans nearly a century, Mercedes-Benz continues to define what luxury means on the road, blending heritage, performance and a bold vision for the future. Planet SOS 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