Managers of Wealth https://managersofwealth.com/ Sat, 21 Dec 2024 11:49:40 GMT part of MediaG8way Group https://managersofwealth.com/ https://managersofwealth.com/assets/images/logo.png Managers of Wealth KohanaPHP HSBC Chairman Seeks to Improve UK-China Ties News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115921/hsbc-chairman-seeks-to-improve-uk-china-ties HSBC chairman Mark Tucker will lead a British business delegation to China in January 2025 Wealth and Asset Management Building Bridges 2024: integrating nature into financial decision-making News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115922/building-bridges-2024-integrating-nature-into-financial-decision-making 2023 has been the most expensive year in modern human history due to extreme weather events – droughts, floods, heatwaves, storms, and fires – costing over USD 200 billion globally.” Wealth and Asset Management Orion Lands Deal to Acquire Summit Wealth News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115923/orion-lands-deal-to-acquire-summit-wealth As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit. Wealth and Asset Management InvestCloud Introduces Private Markets Account™: A Wealth Management First News Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115924/investcloud-introduces-private-markets-accountamptrade-a-wealth-management-first Enabling Alternative Investments To Be Held in a Fully Dedicated Sleeve Within the Managed Account Structure Represents Seismic Shift in Wealth Management Wealth and Asset Management Wealth managers seek to break down philanthropy barriers News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115925/wealth-managers-seek-to-break-down-philanthropy-barriers Philanthropy plays a unique role by fostering innovation and amplifying nonprofit efforts Wealth and Asset Management Citigroup’s co-head of Iberia Revuelta to depart the US bank News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115927/citigroupamprsquos-co-head-of-iberia-revuelta-to-depart-the-us-bank The Wall Street bank has continued to shake up its senior dealmaking ranks Wealth and Asset Management Five top tax-saving tips for 2025 News Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115928/five-top-tax-saving-tips-for-2025 These are our five top tax-saving tips for 2025 to help you make the most of your money. Wealth and Asset Management Zurich-Based Financial Boutique Records Significant Growth in RFPs News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115929/zurich-based-financial-boutique-records-significant-growth-in-rfps Zwei Wealth has recorded a substantial surge in demand in the Request-for-Proposal business. Wealth and Asset Management Close Brothers Group investors are sitting on a loss of 82% if they invested five years ago News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115932/close-brothers-group-investors-are-sitting-on-a-loss-of-82-if-they-invested-five-years-ago The recent bounce might mean the long decline is over, but we are not confident. Wealth and Asset Management Where Is Wealth Management Heading? News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115941/where-is-wealth-management-heading This approach, inspired by Jeff Bezos’ framework for building resilient businesses, helps us understand how certain elements of the industry will remain stable despite whatever the future brings. Wealth and Asset Management Private Banking Veteran to Join BOS' Board News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115920/private-banking-veteran-to-join-bosamp039-board Tee Fong Seng will become a member of the board of directors at Bank of Singapore Executive Moves Brown Shipley strengthens Leeds office with appointment of new Wealth Planner News Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115931/brown-shipley-strengthens-leeds-office-with-appointment-of-new-wealth-planner She specifically supported on estate and succession planning as well as pension and retirement planning. Executive Moves Federal Council appoints new member of FINMA Board of Directors News Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115933/federal-council-appoints-new-member-of-finma-board-of-directors The Board of Directors is responsible for FINMA's strategic leadership and for business management tasks. Executive Moves Two wealth managers exit James Hambro & Partners’ Leeds office News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115934/two-wealth-managers-exit-james-hambro-ampamp-partnersamprsquo-leeds-office Ed Binks and Ed Marsden, key figures in establishing the Leeds office, are to leave the firm in the New Year. Executive Moves Brooks appoints business head in double Rathbones hire News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115935/brooks-appoints-business-head-in-double-rathbones-hire Ben Johnson and James Goward take up newly created business posts at Brooks Macdonald after each spending a decade at Rathbones. Executive Moves Novum Capital Partners Welcomes Karim Khalil and Julien Etaix as New Equity Partners, Highlighting Strategic Growth Through LTIP News Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115936/novum-capital-partners-welcomes-karim-khalil-and-julien-etaix-as-new-equity-partners-highlighting-strategic-growth-through-ltip The LTIP, approved by the board two years ago, was designed to open Novum’s capital to both existing and new partners. Executive Moves Kingswood U.S. Adds $1.4 Billion with Recruitment of 28 Financial Advisors News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115938/kingswood-us-adds-14-billion-with-recruitment-of-28-financial-advisors Headquartered in New York, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand. Executive Moves Abrdn names tech chief for investments unit in latest appointment under Jason Windsor News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115940/abrdn-names-tech-chief-for-investments-unit-in-latest-appointment-under-jason-windsor Alain Courbebaisse will take on role in the new year Executive Moves Jefferies Ousts Team of Miami Wealth Advisers Over Improper Cash Transfers News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115943/jefferies-ousts-team-of-miami-wealth-advisers-over-improper-cash-transfers Bank cites ‘impermissible’ transfers, improper communications Executive Moves Leadership changes at Cetera as Taylor prepares for retirement News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115946/leadership-changes-at-cetera-as-taylor-prepares-for-retirement Firm names wealth management successor and a new hire. Executive Moves Federal Council issues opinion on report of Parliamentary Investigation Committee concerning Credit Suisse News Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115939/federal-council-issues-opinion-on-report-of-parliamentary-investigation-committee-concerning-credit-suisse In its report for the attention of the Federal Assembly, the Federal Council sets out its position on the PInC's recommendations, motions and postulates. Legal,Regulation,Tax & Compliance FCA regulated? Keep these regulatory themes top of mind for 2025 News Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115942/fca-regulated-keep-these-regulatory-themes-top-of-mind-for-2025 We’ve been reflecting on the big regulatory changes we’ve seen in the UK this year and how they impact what we all need to be thinking about as we move into the new year. Legal,Regulation,Tax & Compliance Jeff Bezos saved around $1 billion in taxes by moving to a ‘billionaire bunker’ in Florida News Aggregation Team Thursday, December 19, 2024 12:00 am https://managersofwealth.com/article/115899/jeff-bezos-saved-around-1-billion-in-taxes-by-moving-to-a-amplsquobillionaire-bunkeramprsquo-in-florida Since his move in early 2024, Bezos has sold an estimated $13.6 billion worth of Amazon stock, according to Forbes. Legal,Regulation,Tax & Compliance New International Inheritance Law Boosts Swiss Financial Center News Aggregation Team Wednesday, December 18, 2024 12:00 am https://managersofwealth.com/article/115880/new-international-inheritance-law-boosts-swiss-financial-center While this arrangement may seem straightforward, it often posed challenges in complex cases. Legal,Regulation,Tax & Compliance Tax rises for Charities in the UK following the October Budget Announcement News Team Friday, December 13, 2024 12:00 am https://managersofwealth.com/article/115806/tax-rises-for-charities-in-the-uk-following-the-october-budget-announcement The uplift comes amidst other pressures facing the charities sector, including a 6.7% rise in the national living wage effective from 1 April 2025. Legal,Regulation,Tax & Compliance FINMA concludes proceedings against Leonteq News Team Thursday, December 12, 2024 12:00 am https://managersofwealth.com/article/115774/finma-concludes-proceedings-against-leonteq LTQ cooperated well with FINMA during the proceedings. Legal,Regulation,Tax & Compliance Praxis expands UAE offering with Sandshore acquisition News Team Thursday, December 05, 2024 12:00 am https://managersofwealth.com/article/115622/praxis-expands-uae-offering-with-sandshore-acquisition The acquisition of Sandshore builds our expertise further through the addition of five highly qualified and experienced professionals who take the same meticulous approach to client service as our existing team. Legal,Regulation,Tax & Compliance Did UBS harass two whistleblowers? News Aggregation Team Wednesday, December 04, 2024 12:00 am https://managersofwealth.com/article/115610/did-ubs-harass-two-whistleblowers Forissier accuses his former employer of harassing him and a former marketing manager after the two uncovered the bank's efforts to help wealthy French people evade taxes. Legal,Regulation,Tax & Compliance Lombard Odier Faces Legal Indictment For Money Laundering News Aggregation Team Monday, December 02, 2024 12:00 am https://managersofwealth.com/article/115545/lombard-odier-faces-legal-indictment-for-money-laundering Swiss private bank under fire as authorities charge it with money laundering amid growing scrutiny Legal,Regulation,Tax & Compliance MAS Imposes Civil Penalty of $2.4 million on JPMorgan Chase Bank, N.A. for Misconduct by its Relationship Managers News Team Monday, December 02, 2024 12:00 am https://managersofwealth.com/article/115566/mas-imposes-civil-penalty-of-24-million-on-jpmorgan-chase-bank-na-for-misconduct-by-its-relationship-managers As the interbank prices were not available to clients, they had to rely on the RMs’ representations to them regarding the interbank prices and spreads. Legal,Regulation,Tax & Compliance ERI awarded “Outstanding Wealth Management Technology Provider – Back Office” at the Private Banking and Wealth Management DACH Awards 2024. News Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115937/eri-awarded-ampldquooutstanding-wealth-management-technology-provider-ampndash-back-officeamprdquo-at-the-private-banking-and-wealth-management-dach-awards-2024 The 9th Annual Private Banking and Wealth Management Conference & Awards 2024 culminated in an enchanting evening of celebration, held in the heart of Europe’s financial sector. FinTech Why firms are opting for a hybrid strategy when integrating AI News Team Thursday, December 19, 2024 12:00 am https://managersofwealth.com/article/115909/why-firms-are-opting-for-a-hybrid-strategy-when-integrating-ai Wealth managers seem to be embracing the hybrid structure for now which is leaving more time for firms to focus on the client relationship. FinTech How tax processing is slowing down German banks News Team Thursday, December 19, 2024 12:00 am https://managersofwealth.com/article/115910/how-tax-processing-is-slowing-down-german-banks Tax processing in particular is a challenge for financial companies, as the legal framework varies greatly from country to country. FinTech Broadridge Collaboration with CCRI Expands ClearFi Platform, Adding Crypto Sustainability Data News Team Wednesday, December 18, 2024 12:00 am https://managersofwealth.com/article/115893/broadridge-collaboration-with-ccri-expands-clearfi-platform-adding-crypto-sustainability-data Comprehensive solution for clients required to disclose sustainability metrics and generate whitepapers as per EU MiCA regulation FinTech Sygnum Singapore and Moomoo Singapore partner to offer crypto fund on trading platform News Team Wednesday, December 18, 2024 12:00 am https://managersofwealth.com/article/115894/sygnum-singapore-and-moomoo-singapore-partner-to-offer-crypto-fund-on-trading-platform Moomoo Singapore is Sygnum Singapore’s first distribution partner for an asset management product. FinTech 10 key stories on AI and wealth management in 2024 News Aggregation Team Tuesday, December 17, 2024 12:00 am https://managersofwealth.com/article/115867/10-key-stories-on-ai-and-wealth-management-in-2024 By the end of 2024, seemingly every financial technology company offered some sort of AI functionality, whether anyone on the user side asked for it or not. FinTech Outlook 2025: Bitcoin Suisse dares bold forecast News Aggregation Team Friday, December 13, 2024 12:00 am https://managersofwealth.com/article/115793/outlook-2025-bitcoin-suisse-dares-bold-forecast At the beginning of December, Bitcoin exceeded the magical mark of 100,000 dollars. FinTech Caceis expands digital asset services in Luxembourg News Aggregation Team Friday, December 13, 2024 12:00 am https://managersofwealth.com/article/115814/caceis-expands-digital-asset-services-in-luxembourg Caceis is a key sponsor of this year’s Luxembourg Blockchain Week, taking place from December 9 to 13. FinTech SEI Acquires LifeYield News Team Thursday, December 12, 2024 12:00 am https://managersofwealth.com/article/115765/sei-acquires-lifeyield New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax Capabilities FinTech La Banque Postale enters exclusive negotiations with BNP Paribas to develop innovative mobility solutions News Team Thursday, December 12, 2024 12:00 am https://managersofwealth.com/article/115781/la-banque-postale-enters-exclusive-negotiations-with-bnp-paribas-to-develop-innovative-mobility-solutions The two banking groups ambition to make this platform accessible to all retail customers of La Banque Postale by early 2026. FinTech In an increasingly complex environment, UHNW families in Asia seek bespoke wealth solutions News Aggregation Team Thursday, December 19, 2024 12:00 am https://managersofwealth.com/article/115908/in-an-increasingly-complex-environment-uhnw-families-in-asia-seek-bespoke-wealth-solutions J.P. Morgan Private Bank’s global team addresses the growing complexities of multigenerational wealth with experience, resilience and adaptability Family Office Family offices face hidden risks in making direct investments News Aggregation Team Tuesday, December 17, 2024 12:00 am https://managersofwealth.com/article/115863/family-offices-face-hidden-risks-in-making-direct-investments Family offices making direct investments in private companies may be taking on more risk than they realize Family Office Inside the Future-Ready Family Office News Aggregation Team Tuesday, December 17, 2024 12:00 am https://managersofwealth.com/article/115870/inside-the-future-ready-family-office As the wealth of family offices explodes, that enormous growth drives collaboration, increased sophistication and changing needs in the space Family Office Family Offices in an Outsourcing Mood News Aggregation Team Friday, December 13, 2024 12:00 am https://managersofwealth.com/article/115801/family-offices-in-an-outsourcing-mood In the meantime, the term seems to have softened somewhat. Family Office Further recognition for Crestbridge Family Office Services with Wealthbriefing CI accolade News Team Thursday, December 12, 2024 12:00 am https://managersofwealth.com/article/115778/further-recognition-for-crestbridge-family-office-services-with-wealthbriefing-ci-accolade The win follows on from Crestbridge FOS being successful in the same category at Wealthbriefing’s MENA Awards in Dubai last month Family Office The Family Office launches goal-based investing platform News Team Tuesday, December 10, 2024 12:00 am https://managersofwealth.com/article/115721/the-family-office-launches-goal-based-investing-platform Redefining wealth management Family Office Single family office (SFO) v multi-family office (MFO): Key differences, benefits and drawbacks News Aggregation Team Monday, December 09, 2024 12:00 am https://managersofwealth.com/article/115681/single-family-office-sfo-v-multi-family-office-mfo-key-differences-benefits-and-drawbacks The decision between a single-family office and a multi-family office depends on a family’s unique needs, financial situation and long-term objectives, experts tell Spear's Family Office Family Office Summit unites global leaders in investment and innovation News Team Monday, December 09, 2024 12:00 am https://managersofwealth.com/article/115699/family-office-summit-unites-global-leaders-in-investment-and-innovation Groundbreaking Discussions and First-Time Visitors Highlight Fourth Summit Success in Abu Dhabi Family Office Multi-family offices are forever News Aggregation Team Thursday, December 05, 2024 12:00 am https://managersofwealth.com/article/115625/multi-family-offices-are-forever SF’s longstanding and broad experience enables it to share the experience from other families on the proper timing to involve children on family affairs, for instance. Family Office IAM and multi-family office launches in Geneva News Aggregation Team Thursday, December 05, 2024 12:00 am https://managersofwealth.com/article/115633/iam-and-multi-family-office-launches-in-geneva Ramzi Mouawad’s new firm wants to redefine the multi-family office model. Family Office “Old is the new new” – Meet Vestiaire Collective, the pioneers of second-hand luxury fashion News Team Wednesday, December 18, 2024 12:00 am https://managersofwealth.com/article/115877/ampldquoold-is-the-new-newamprdquo-ampndash-meet-vestiaire-collective-the-pioneers-of-second-hand-luxury-fashion That same year, the firm also became the first fashion resale platform to earn B Corporation certification, recognition of Vestiaire’s commitment to reducing the environmental impact of the fashion industry. Luxury Hilton Execs Say Next-Gen Wealth Will Shape Luxury Hotel Growth News Aggregation Team Wednesday, December 18, 2024 12:00 am https://managersofwealth.com/article/115885/hilton-execs-say-next-gen-wealth-will-shape-luxury-hotel-growth Hilton is expanding its luxury brands worldwide, and using a tailored regional approach to wooing owners organically —instead of acquiring portfolios. Luxury Jewellery Icons: Timeless Tokens of Fantasy and Elegance News Aggregation Team Tuesday, December 17, 2024 12:00 am https://managersofwealth.com/article/115860/jewellery-icons-timeless-tokens-of-fantasy-and-elegance The art of high jewellery continues to push the bounds of creativity, combining iconic motifs and craftsmanship to birth fantastical pieces. Luxury With these shoes, Madame will walk elegantly through the Christmas season News Aggregation Team Friday, December 06, 2024 12:00 am https://managersofwealth.com/article/115658/with-these-shoes-madame-will-walk-elegantly-through-the-christmas-season But what would a glamorous appearance be without the perfect pair of shoes? Luxury ALTIANT Luxury and Wealth Research News Team Friday, December 06, 2024 12:00 am https://managersofwealth.com/article/115663/altiant-luxury-and-wealth-research Publications contained in the Altiant Knowledge Center are free to use Luxury Luxury on Wheels: The Most Expensive Cars of 2024 That Redefine Extravagance News Team Thursday, December 05, 2024 12:00 am https://managersofwealth.com/article/115626/luxury-on-wheels-the-most-expensive-cars-of-2024-that-redefine-extravagance These vehicles are more than transportation—they’re rolling works of art, engineering marvels, and ultimate status symbols. Luxury Christie's International Real Estate, a world-class real estate network from England starts new affiliated office in Thailand News Aggregation Team Wednesday, December 04, 2024 12:00 am https://managersofwealth.com/article/115600/christieamp039s-international-real-estate-a-world-class-real-estate-network-from-england-starts-new-affiliated-office-in-thailand Christie's International Real Estate said that Christie's has a 250-year history of experience and expertise in fine art auctions. Luxury Dubai Reigns As Ultimate Luxury Living Destination News Aggregation Team Monday, December 02, 2024 12:00 am https://managersofwealth.com/article/115542/dubai-reigns-as-ultimate-luxury-living-destination Another significant draw is Dubai’s tax-free environment. Luxury Head of BMW Switzerland: “We sell half of our cars B2B” News Aggregation Team Friday, November 29, 2024 12:00 am https://managersofwealth.com/article/115519/head-of-bmw-switzerland-ampldquowe-sell-half-of-our-cars-b2bamprdquo Born in the Dolomites, the Italian grew up surrounded by winding roads - a fitting background for someone who embodies the philosophy of "sheer driving pleasure" that BMW stands for. Luxury Luxury carmaker in trouble: Aston Martin issues new debt and profit warning News Aggregation Team Friday, November 29, 2024 12:00 am https://managersofwealth.com/article/115520/luxury-carmaker-in-trouble-aston-martin-issues-new-debt-and-profit-warning Now, the lower-than-expected profit is explained by a delay in the delivery of the company’s exclusive Valiant models. Luxury How rich people are making their money News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115926/how-rich-people-are-making-their-money Dr. Prashant Thakur, regional director & head, research, Anarock Group, highlights some USPs Extremely Wealthy How HSBC has become the trusted partner for multigenerational wealth management in Asia News Aggregation Team Friday, December 20, 2024 12:00 am https://managersofwealth.com/article/115930/how-hsbc-has-become-the-trusted-partner-for-multigenerational-wealth-management-in-asia They’re looking for a bank that can combine a whole range of skills, services and attributes, from advice on multigenerational wealth transfers and charitable giving to support in navigating global uncertainty and complex regulations. Extremely Wealthy Wealthy millennials shift focus to lifetime wealth transfer, Schwab survey finds News Aggregation Team Wednesday, December 18, 2024 12:00 am https://managersofwealth.com/article/115875/wealthy-millennials-shift-focus-to-lifetime-wealth-transfer-schwab-survey-finds The findings highlight a generational divide in legacy planning among high-net-worth individuals (HNWIs) with more than $1 million in investable assets. Extremely Wealthy Private Banks Boost Hong Kong Hiring to Woo Rich Chinese Clients News Aggregation Team Monday, December 16, 2024 12:00 am https://managersofwealth.com/article/115819/private-banks-boost-hong-kong-hiring-to-woo-rich-chinese-clients For the city, it’s a welcome reprieve after years of political turmoil, rigid Covid restrictions, and an exodus of people. Extremely Wealthy Elon Musk's net worth tops $400 billion, a first for any person News Aggregation Team Thursday, December 12, 2024 12:00 am https://managersofwealth.com/article/115762/elon-muskamp039s-net-worth-tops-400-billion-a-first-for-any-person Musk's wealth, which was last counted at $384 billion by the Bloomberg Billionaires Index, jumped after an insider share sale of SpaceX, the space exploration company that he founded. Extremely Wealthy Musk's $119 Billion Wealth Increase Outpaces Dell and Zuckerberg, But Guess Who's Catching Up News Aggregation Team Thursday, December 05, 2024 12:00 am https://managersofwealth.com/article/115623/muskamp039s-119-billion-wealth-increase-outpaces-dell-and-zuckerberg-but-guess-whoamp039s-catching-up Big names like Larry Ellison, Jensen Huang and Mark Zuckerberg are also on the list. Extremely Wealthy Jeff Bezos: A Visionary Leader With a $226 Billion Net Worth. News Aggregation Team Tuesday, December 03, 2024 12:00 am https://managersofwealth.com/article/115586/jeff-bezos-a-visionary-leader-with-a-226-billion-net-worth He made his billions as the founder of Amazon.com and has held various roles, including former CEO and current president and chairman of the board. Extremely Wealthy Swiss Super-Rich Had a Good Year News Aggregation Team Friday, November 29, 2024 12:00 am https://managersofwealth.com/article/115524/swiss-super-rich-had-a-good-year This is an increase of 4.8 percent compared to the previous year. Extremely Wealthy L’Oréal heiress and Europe’s richest woman has lost more of her wealth than most other billionaires. But that isn’t stopping her from loading up on investments News Aggregation Team Thursday, November 28, 2024 12:00 am https://managersofwealth.com/article/115509/lamprsquoorampeacuteal-heiress-and-europeamprsquos-richest-woman-has-lost-more-of-her-wealth-than-most-other-billionaires-but-that-isnamprsquot-stopping-her-from-loading-up-on-investments Despite the carnage, Bettencourt Meyers hasn’t refrained from supporting French ventures through her family’s investment firm, Téthys Invest. Extremely Wealthy New group aims to promote legacy giving among wealthy people News Aggregation Team Tuesday, November 26, 2024 12:00 am https://managersofwealth.com/article/115454/new-group-aims-to-promote-legacy-giving-among-wealthy-people The committee of wealth advisers will share expertise and advocate for legacy giving Extremely Wealthy Preparing portfolios for the coming decade News Team Wednesday, December 18, 2024 12:00 am https://managersofwealth.com/article/115876/preparing-portfolios-for-the-coming-decade Equities should continue to deliver solid returns, although they may struggle to match the exceptional run they have enjoyed for the past decade. Comment & Analysis Redemption of UBS Group AG senior unsecured notes News Team Wednesday, December 18, 2024 12:00 am https://managersofwealth.com/article/115883/redemption-of-ubs-group-ag-senior-unsecured-notes The notes were issued by Credit Suisse Group AG on 18 January 2021 and are listed on the SIX Swiss Exchange. Comment & Analysis Financial professionals anticipate bonuses surge in 2025 News Aggregation Team Wednesday, December 18, 2024 12:00 am https://managersofwealth.com/article/115892/financial-professionals-anticipate-bonuses-surge-in-2025 Study shows optimism about compensation despite job security concerns. Comment & Analysis Saltus Research: 40% of UK High Net Worth Individuals Currently Hold Cryptocurrency Assets News Team Wednesday, December 18, 2024 12:00 am https://managersofwealth.com/article/115895/saltus-research-40-of-uk-high-net-worth-individuals-currently-hold-cryptocurrency-assets The Saltus research found that HNWIs who have not taken financial advice are far less likely to consider crypto. Comment & Analysis Shaping the Future: HR Trends That Will Define Banking in 2025 News Aggregation Team Tuesday, December 17, 2024 12:00 am https://managersofwealth.com/article/115844/shaping-the-future-hr-trends-that-will-define-banking-in-2025 These changes have placed greater demands on human resources departments. Comment & Analysis Champagne Discoveries by Philipp Schwander, Master of Wine News Aggregation Team Tuesday, December 17, 2024 12:00 am https://managersofwealth.com/article/115845/champagne-discoveries-by-philipp-schwander-master-of-wine Schwander is a recognized expert who veers off the beaten path, consistently uncovering surprising finds—such as outstanding sparkling wines from countries rarely considered on the radar. Comment & Analysis Millionaire boomers less likely to share their wealth: Charles Schwab News Aggregation Team Monday, December 16, 2024 12:00 am https://managersofwealth.com/article/115820/millionaire-boomers-less-likely-to-share-their-wealth-charles-schwab Data revealed that baby boomers, born from 1946 to 1964, plan to spend most of their wealth rather than reserve it for future generations. Comment & Analysis Donor-advised funds vs. private foundations: How to choose your giving strategy News Team Friday, December 13, 2024 12:00 am https://managersofwealth.com/article/115794/donor-advised-funds-vs-private-foundations-how-to-choose-your-giving-strategy Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals. Comment & Analysis Wealth brands on the run News Aggregation Team Friday, December 13, 2024 12:00 am https://managersofwealth.com/article/115795/wealth-brands-on-the-run Leading lights Lombard Odier and Julius Baer have found themselves under intense regulatory scrutiny after compliance issues. Comment & Analysis Surging wealth of India’s billionaires raises concerns about rising inequality, cronyism News Aggregation Team Friday, December 13, 2024 12:00 am https://managersofwealth.com/article/115797/surging-wealth-of-indiaamprsquos-billionaires-raises-concerns-about-rising-inequality-cronyism The wealth of billionaires in India has risen to US$905 billion, according to a report by UBS, outpacing the country’s economic growth Comment & Analysis 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 Beatles Painting Made Between Tokyo Performances Sells for $1.7 M. at Christie’s News Aggregation Team Tuesday, February 06, 2024 12:00 am https://managersofwealth.com/article/109847/beatles-painting-made-between-tokyo-performances-sells-for-17-m-at-christieamprsquos Japanese authorities decided that was the safest place to keep the band between their five concert performances at Budokan Hall. Extremely Expensive 12 financial planning tips for 2025 News Team Wednesday, December 18, 2024 12:00 am https://managersofwealth.com/article/115879/12-financial-planning-tips-for-2025 There is an opportunity to stake stock and address some of those financial ideas and concerns that might have niggling at you through the year. Research Follow the money News Team Tuesday, December 17, 2024 12:00 am https://managersofwealth.com/article/115851/follow-the-money With the economy slowing and the outlook gloomy, how can we explain the boom in the European credit bond market? Research BNP Paribas Wealth Management Competitor Profile 2024 - ResearchAndMarkets.com News Team Monday, December 16, 2024 12:00 am https://managersofwealth.com/article/115821/bnp-paribas-wealth-management-competitor-profile-2024-researchandmarketscom This report provides a comprehensive analysis of BNP Paribas Wealth Management's operations. Research Skiing into the Swiss property market News Team Thursday, December 05, 2024 12:00 am https://managersofwealth.com/article/115624/skiing-into-the-swiss-property-market Newer resorts such as Andermatt, alongside reinvigorated favourites like Crans-Montana and Klosters, also present an enticing mix of alpine beauty and more competitive pricing. Research Ten Investment Convictions for 2025 News Team Friday, November 29, 2024 12:00 am https://managersofwealth.com/article/115518/ten-investment-convictions-for-2025 A multipolar world continues to force countries to focus on domestic interests. Research Cyber attack fears pile further pressure on business owners reeling from Budget cost hikes News Team Thursday, November 28, 2024 12:00 am https://managersofwealth.com/article/115507/cyber-attack-fears-pile-further-pressure-on-business-owners-reeling-from-budget-cost-hikes Businesses already face a number of headwinds from rising employer National Insurance contributions, a hike in the minimum wage and more demanding employee rights, and it seems technological worries are adding to the burden. Research Survey reveals selectors tending to work with more asset managers News Aggregation Team Monday, November 25, 2024 12:00 am https://managersofwealth.com/article/115413/survey-reveals-selectors-tending-to-work-with-more-asset-managers 58% of selectors at Citywire Berlin are working with a greater number of fund houses than three years ago. Research Nearly half of low-income families don’t take advantage of social funds for children News Team Wednesday, November 20, 2024 12:00 am https://managersofwealth.com/article/115321/nearly-half-of-low-income-families-donamprsquot-take-advantage-of-social-funds-for-children By not applying for such support, they’re missing an opportunity for their children to do things such as sports, take dancing lessons, celebrate their birthday or buy a bicycle. Research BNP Paribas Wealth Management Competitor Profile Report 2024 - Company Strategy, Financial Performance and Product Innovation News Team Tuesday, November 19, 2024 12:00 am https://managersofwealth.com/article/115287/bnp-paribas-wealth-management-competitor-profile-report-2024-company-strategy-financial-performance-and-product-innovation Customer targeting and service propositions are covered, as are product innovation and marketing activities. Research Pre-owned Luxury Watches Market Report 2024 News Team Wednesday, November 06, 2024 12:00 am https://managersofwealth.com/article/115033/pre-owned-luxury-watches-market-report-2024 The Global Pre-owned Luxury Watches Market was valued at USD 23.87 Billion in 2023 and is anticipated to project robust growth in the forecast period with a CAGR of 9.3% through 2029 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 ABN AMRO’s Dow Jones Sustainability Index score improved News Team Tuesday, December 17, 2024 12:00 am https://managersofwealth.com/article/115849/abn-amroamprsquos-dow-jones-sustainability-index-score-improved The gain is largely driven by formalising our approach work to promote financial inclusion. Planet SOS 2024 Impact Report: Environment and net-zero strategy News Team Monday, December 16, 2024 12:00 am https://managersofwealth.com/article/115824/2024-impact-report-environment-and-net-zero-strategy At LGT, the Princely Family have made an ambitious commitment to reach net-zero by 2030, both across LGT’s operations and own investments. Planet SOS Comprehensive material flow analysis: Making the most of Switzerland's wood News Team Monday, December 16, 2024 12:00 am https://managersofwealth.com/article/115833/comprehensive-material-flow-analysis-making-the-most-of-switzerlandamp039s-wood Switzerland has set itself a goal that is as ambitious as it is necessary: net zero by 2050. Planet SOS New investment fund: BONHÔTE (CH) - Swiss Gold Bars ESG News Team Wednesday, December 11, 2024 12:00 am https://managersofwealth.com/article/115753/new-investment-fund-bonhampocircte-ch-swiss-gold-bars-esg Bonhôte proud to incept BONHÔTE (CH) - Swiss Gold Bars ESG, an innovative fund investing in physical gold. Planet SOS Schroders adds to list of UK funds adopting sustainability labels News Aggregation Team Tuesday, December 10, 2024 12:00 am https://managersofwealth.com/article/115701/schroders-adds-to-list-of-uk-funds-adopting-sustainability-labels The asset manager is the latest company to firm up its plans to label funds under the UK’s financial regulator’s new regime, which is starting to gain traction. Planet SOS Elyse Energy secures c. EUR120 million from Hy24, PGGM, Bpifrance and Mirova News Team Thursday, December 05, 2024 12:00 am https://managersofwealth.com/article/115631/elyse-energy-secures-c-eur120-million-from-hy24-pggm-bpifrance-and-mirova Elyse Energy has a diversified portfolio of projects producing sustainable aviation fuels and e-methanol in France and the Iberian Peninsula. Planet SOS Electric cars and strategic competition; stay selective News Team Wednesday, December 04, 2024 12:00 am https://managersofwealth.com/article/115617/electric-cars-and-strategic-competition-stay-selective The shift to electric vehicles (EVs) was supposed to be swift, but is proving complex. Planet SOS klimaVest acquires its first wind farm in Ireland News Team Tuesday, December 03, 2024 12:00 am https://managersofwealth.com/article/115580/klimavest-acquires-its-first-wind-farm-in-ireland The farm has been in operation since the end of September 2024 and is located about 90 minutes by car west of Dublin. Planet SOS Half of asset managers fail to disclose SBTi allocations: Funds Europe News Aggregation Team Friday, November 29, 2024 12:00 am https://managersofwealth.com/article/115531/half-of-asset-managers-fail-to-disclose-sbti-allocations-funds-europe Efforts of all actors to work together to scale up finance to developing countries, from public and private sources to $1.3 trillion per year by 2035. Planet SOS Ortec Finance warns of the impact of climate change on pension fund returns worldwide News Team Thursday, November 28, 2024 12:00 am https://managersofwealth.com/article/115511/ortec-finance-warns-of-the-impact-of-climate-change-on-pension-fund-returns-worldwide Defined Benefit schemes and lower home bias also contribute to their ability to withstand both transition and physical climate risks. Planet SOS What are some of the current challenges for mental health in the workplace? News Team Friday, December 20, 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 Best wishes for your health and happiness in 2024 and beyond News Team Wednesday, December 27, 2023 12:00 am https://managersofwealth.com/article/109122/best-wishes-for-your-health-and-happiness-in-2024-and-beyond The Sustainability Revolution is well underway and is reshaping risk and return dynamics across sectors. Clean energy has now fully eclipsed fossil fuels. Health & Wellness What you can do to boost your employees’ financial health News Team Thursday, July 06, 2023 1:00 am https://managersofwealth.com/article/105833/what-you-can-do-to-boost-your-employeesamprsquo-financial-health 2022 started off strong for employees: the job market was hot, and employees were wooed with perks and bonuses. Health & Wellness