Managers of Wealth https://managersofwealth.com/ Thu, 29 May 2025 22:09:41 BST part of MediaG8way Group https://managersofwealth.com/ https://managersofwealth.com/assets/images/logo.png Managers of Wealth KohanaPHP Wealth Manager Joins Twenty Four Wealth News Aggregation Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118705/wealth-manager-joins-twenty-four-wealth Kirpalani most recently co-managed more than $300 million in assets serving more than 330 clients at a Greenwich, Conn.-based wealth management firm. Wealth and Asset Management Former CEO of Rochdale Launches Sandro Wealth Management for Elite Advisors News Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118707/former-ceo-of-rochdale-launches-sandro-wealth-management-for-elite-advisors A New Private Wealth Firm, Sandro Wealth Empowers Advisors to Win the Top 10% of Wealthy Clients Wealth and Asset Management UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and More News Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118708/uhnw-institute-sets-first-ever-industry-standards-in-wealth-management-with-launch-of-the-wealthesaurus-aim-framework-and-more As an independent, objective organization, the Institute offers unbiased guidance and practical tools to elevate how professionals serve clients and how families make informed decisions across generations. Wealth and Asset Management Partners Group targets wealthy with evergreen royalties fund launch News Aggregation Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118710/partners-group-targets-wealthy-with-evergreen-royalties-fund-launch The fund, based on an existing strategy, invests across multiple sectors, including films, music and gas, aiming for annualised returns of 10%. Wealth and Asset Management UBS Asset Management reaches agreement to sell its O’Connor business to Cantor Fitzgerald News Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118711/ubs-asset-management-reaches-agreement-to-sell-its-oamprsquoconnor-business-to-cantor-fitzgerald The sale includes O’Connor’s six investment strategies with ~USD 11bn in assets under management Wealth and Asset Management Louisa Carruthers becomes Partner at Lincoln News Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118714/louisa-carruthers-becomes-partner-at-lincoln Her promotion reflects the broad impact she continues to have at Lincoln, in addition to her role as Senior Portfolio Manager in our Investment team. Wealth and Asset Management Paragon Capital Management Nets 20-Year Veteran News Aggregation Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118715/paragon-capital-management-nets-20-year-veteran Based in Singapore, he will report to Paul Lee, co-founder, CEO and chief investment officer as well as Irene Ng, chief operations officer and compliance/risk officer. Wealth and Asset Management How are wealth management leaders positioning themselves for 2025? Insights from Redington’s Tara Gillespie News Aggregation Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118716/how-are-wealth-management-leaders-positioning-themselves-for-2025-insights-from-redingtonamprsquos-tara-gillespie The shift towards outsourced solutions has been steadily gaining momentum among financial planning firms, particularly those with less capacity and fewer resources for chasing benchmark-beating returns. Wealth and Asset Management Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List News Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118717/forty-five-ubs-financial-advisors-in-southern-california-and-hawaii-named-to-forbes-best-in-state-wealth-advisors-list Newport Beach-based advisor Mark Binder was also recognized as one of the top 250 advisors nationally on the Forbes America's Top Wealth Advisors list for 2025. Wealth and Asset Management Evelyn Partners Becomes Official Wealth Management Partner of Saracens Rugby Club News Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118718/evelyn-partners-becomes-official-wealth-management-partner-of-saracens-rugby-club Wealth manager's bespoke education programme will help players from one of the UK’s leading rugby union clubs tackle their personal finances now and for the future – a move designed to level the playing field between the financial outcome Wealth and Asset Management William Blair Continues Private Capital Advisory Growth in Europe With Senior Hire News Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118706/william-blair-continues-private-capital-advisory-growth-in-europe-with-senior-hire Prior to Bregal, he worked for the Canada Pension Plan Investment Board for 10 years, where he most recently served as managing director and head of PE funds and secondaries. Executive Moves Julius Baer Appoints Sacha Walker as Global Head of Strategy & Business Management News Aggregation Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118725/julius-baer-appoints-sacha-walker-as-global-head-of-strategy-ampamp-business-management The new role will see him focus on fostering cross-regional collaboration across Julius Baer’s global operations. Executive Moves IQ-EQ names Head of Private Wealth for Jersey News Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118726/iq-eq-names-head-of-private-wealth-for-jersey Dean has been with the Group for over 20 years, taking on a range of different senior positions during this time. Executive Moves Greg Kok appointed Treasurer of Guernsey Investment Fund Association News Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118727/greg-kok-appointed-treasurer-of-guernsey-investment-fund-association Prior to this role, he was Group Head of a global alternative investment fund management company with operations in Luxembourg, Guernsey and Ireland. Executive Moves Ashton Thomas Private Wealth Welcomes New Team in San Francisco News Team Wednesday, May 28, 2025 1:00 am https://managersofwealth.com/article/118679/ashton-thomas-private-wealth-welcomes-new-team-in-san-francisco Together, they will form the Speritas Private Wealth Team, with Mr. Millar as a Partner, Managing Director and Private Wealth Advisor, and Mr. Preziose as a Wealth Advisor. Executive Moves GSAM bolsters third-party wealth team with key hires News Aggregation Team Wednesday, May 28, 2025 1:00 am https://managersofwealth.com/article/118680/gsam-bolsters-third-party-wealth-team-with-key-hires Sabrina Gan, GSAM's Asia Pacific ex-Japan head of third party wealth, is growing her team with two distribution hires. Executive Moves BNP Paribas WM's market lead for Southeast Asia to exit News Aggregation Team Wednesday, May 28, 2025 1:00 am https://managersofwealth.com/article/118681/bnp-paribas-wmamp039s-market-lead-for-southeast-asia-to-exit The departure comes amid BNP Paribas WM's recent hires from UOB Private Bank. Executive Moves Equiom appoints Vicky Stables as Managing Director of Jersey office News Team Wednesday, May 28, 2025 1:00 am https://managersofwealth.com/article/118685/equiom-appoints-vicky-stables-as-managing-director-of-jersey-office In this role, she has built strong relationships across the team and developed a deep understanding of the firm's operations, values, and clients. Executive Moves SIX President Thomas Wellauer ends his term of office at the 2026 AGM News Team Wednesday, May 28, 2025 1:00 am https://managersofwealth.com/article/118689/six-president-thomas-wellauer-ends-his-term-of-office-at-the-2026-agm The Board of Directors has initiated the succession process. Executive Moves New head of the SZKB headquarters branch in Schwyz News Aggregation Team Wednesday, May 28, 2025 1:00 am https://managersofwealth.com/article/118690/new-head-of-the-szkb-headquarters-branch-in-schwyz Claudio Schmidig is an excellent addition to our management team Executive Moves Citi Handlowy Announces Agreement to Sell Consumer Banking Business in Poland to Velobank S.A. News Team Wednesday, May 28, 2025 1:00 am https://managersofwealth.com/article/118686/citi-handlowy-announces-agreement-to-sell-consumer-banking-business-in-poland-to-velobank-sa Transaction marks last of the announced international consumer sales as part of Citi’s strategic refresh Legal,Regulation,Tax & Compliance Variable compensation at Credit Suisse: The federal government goes to the Federal Supreme Court News Team Friday, May 23, 2025 1:00 am https://managersofwealth.com/article/118638/variable-compensation-at-credit-suisse-the-federal-government-goes-to-the-federal-supreme-court The FDF has decided to file an appeal with the Federal Supreme Court, which will make the final decision on the case. Legal,Regulation,Tax & Compliance Inheritance Tax receipts for April 13.8% higher than April 2024 News Aggregation Team Thursday, May 22, 2025 1:00 am https://managersofwealth.com/article/118624/inheritance-tax-receipts-for-april-138-higher-than-april-2024 That is an increase of 13.8% on the same month of 2024. Legal,Regulation,Tax & Compliance Restrictions imposed on wealth management firm Strowz Ltd in response to significant concerns News Team Thursday, May 22, 2025 1:00 am https://managersofwealth.com/article/118620/restrictions-imposed-on-wealth-management-firm-strowz-ltd-in-response-to-significant-concerns The firm is also required to keep assets in the business and notify us about any additional bank accounts it intends to open. Legal,Regulation,Tax & Compliance HMRC simple assessments soar 74% in a year as stealth tax hits pensioners News Team Tuesday, May 20, 2025 1:00 am https://managersofwealth.com/article/118554/hmrc-simple-assessments-soar-74-in-a-year-as-stealth-tax-hits-pensioners This marks the highest number on record and nearly triples the volume issued five years ago. Legal,Regulation,Tax & Compliance Julius Baer fined over lapses in AML controls News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118495/julius-baer-fined-over-lapses-in-aml-controls FINMA’s decision focused on the bank's inability to detect or act on suspicious transactions from 2009 to 2019. Legal,Regulation,Tax & Compliance Tax dodging by rich could be ‘much greater than thought’, says UK audit office News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118517/tax-dodging-by-rich-could-be-amplsquomuch-greater-than-thoughtamprsquo-says-uk-audit-office Watchdog issues warning after tax authority succeeds in raising more tax from wealthy than previously estimated Legal,Regulation,Tax & Compliance Tax-Suitable Wealth Management: Risks And Opportunities News Aggregation Team Tuesday, May 13, 2025 1:00 am https://managersofwealth.com/article/118425/tax-suitable-wealth-management-risks-and-opportunities Swiss portfolio managers now operate within an integrated and transparent environment. Legal,Regulation,Tax & Compliance EFG Bank files commercial fraud case against Mirabaud News Aggregation Team Tuesday, May 13, 2025 1:00 am https://managersofwealth.com/article/118430/efg-bank-files-commercial-fraud-case-against-mirabaud The case has been filed in the UK against the Swiss bank and two of its managing partners. Legal,Regulation,Tax & Compliance Experienced Tax Specialists at Chase Buchanan Wealth Management Reflect on the Changing 2025 Global Economic Landscape News Team Thursday, May 08, 2025 1:00 am https://managersofwealth.com/article/118347/experienced-tax-specialists-at-chase-buchanan-wealth-management-reflect-on-the-changing-2025-global-economic-landscape Chase Buchanan Wealth Management outlines key 2025 tax and economic challenges facing expatriates amid global policy changes Legal,Regulation,Tax & Compliance Crypto bank Amina doubles assets under management News Aggregation Team Wednesday, May 28, 2025 1:00 am https://managersofwealth.com/article/118693/crypto-bank-amina-doubles-assets-under-management Amina, which is partnered with private banks including LGT, Julius Baer and Kaiser Partner, has pushed its assets to CHF 3.5bn. FinTech Broadridge and Novisto Address Rising Demand for Sustainability Data Management and Reporting Platforms News Team Wednesday, May 28, 2025 1:00 am https://managersofwealth.com/article/118696/broadridge-and-novisto-address-rising-demand-for-sustainability-data-management-and-reporting-platforms Pioneering software helps companies manage risks and opportunities through effective and efficient sustainability data capture, analysis and reporting FinTech Raoul Pal & Robert Kiyosaki on Bitcoin Investment Wealth News Aggregation Team Tuesday, May 27, 2025 1:00 am https://managersofwealth.com/article/118658/raoul-pal-ampamp-robert-kiyosaki-on-bitcoin-investment-wealth Bitcoin has its ups and downs, just like life. FinTech Italy's Azimut plots new digital wealth management bank with FSI News Aggregation Team Tuesday, May 27, 2025 1:00 am https://managersofwealth.com/article/118675/italyamp039s-azimut-plots-new-digital-wealth-management-bank-with-fsi The new digital bank, to be called TNB, will be formed by Azimut's acquisition and rebranding of an unnamed existing bank. FinTech TrinityBridge Expands Strategic Partnership with SEI for Cloud, Cybersecurity, and Network Services News Team Thursday, May 22, 2025 1:00 am https://managersofwealth.com/article/118606/trinitybridge-expands-strategic-partnership-with-sei-for-cloud-cybersecurity-and-network-services SEI Drives Global Growth with First SEI Sphere Client in UK/EMEA FinTech Ex-Aberdeen executive on why wealth firms can’t ignore digital assets News Aggregation Team Thursday, May 22, 2025 1:00 am https://managersofwealth.com/article/118604/ex-aberdeen-executive-on-why-wealth-firms-canamprsquot-ignore-digital-assets Having left behind a long career at traditional asset manager Aberdeen, Duncan Moir tells Citywire that wealth managers will be left behind if they refuse to integrate digital assets into client portfolios. FinTech GenTwo and Sygnum Bank Launch Joint Offering to Accelerate Time-to-Market for Institutional Crypto Strategies News Team Thursday, May 22, 2025 1:00 am https://managersofwealth.com/article/118610/gentwo-and-sygnum-bank-launch-joint-offering-to-accelerate-time-to-market-for-institutional-crypto-strategies This joint offering addresses these challenges by delivering an integrated infrastructure that covers structuring, custody, and issuance, all supported by the robust Swiss digital asset regulatory framework. FinTech Canadian Investors Rethink Spending and Investment Decisions Amid Global Trade Wars: New Broadridge Survey Reveals News Team Wednesday, May 21, 2025 1:00 am https://managersofwealth.com/article/118594/canadian-investors-rethink-spending-and-investment-decisions-amid-global-trade-wars-new-broadridge-survey-reveals Against the current macroeconomic backdrop, Canadian investors are split on the state of their investments. FinTech Apex Group acquires majority stake in Tokeny to catalyse widespread industry tokenisation adoption News Team Wednesday, May 21, 2025 1:00 am https://managersofwealth.com/article/118595/apex-group-acquires-majority-stake-in-tokeny-to-catalyse-widespread-industry-tokenisation-adoption The transaction, which will see Apex Group have 100% control over the next three years, follows the initial investment and strategic partnership with Tokeny announced in December 2023. FinTech Arta Finance partners with IAFA to give investors exclusive investment News Aggregation Team Tuesday, May 20, 2025 1:00 am https://managersofwealth.com/article/118561/arta-finance-partners-with-iafa-to-give-investors-exclusive-investment IAFA will use Arta's AI tools. FinTech Boston Multi Family Office recognised in The Sunday Times Best Places to Work 2025 News Aggregation Team Wednesday, May 28, 2025 1:00 am https://managersofwealth.com/article/118684/boston-multi-family-office-recognised-in-the-sunday-times-best-places-to-work-2025 This prestigious award celebrates companies that excel in creating a supportive, inclusive, and empowering workplace culture. Family Office Detroit billionaire Dan Gilbert is using his family office to preserve his empire—and transform a city News Aggregation Team Tuesday, May 27, 2025 1:00 am https://managersofwealth.com/article/118670/detroit-billionaire-dan-gilbert-is-using-his-family-office-to-preserve-his-empireampmdashand-transform-a-city Locals basked in the success of the event, hoping it would burnish Detroit’s image among visitors and national TV viewers alike. Family Office Family offices have made big investments in U.S. but largely ignored gold, and totally ignored bitcoin News Aggregation Team Friday, May 23, 2025 1:00 am https://managersofwealth.com/article/118625/family-offices-have-made-big-investments-in-us-but-largely-ignored-gold-and-totally-ignored-bitcoin Overall, their allocation split between traditional assets and alternative investments remains stable. Family Office Citi's Hofmann: Family offices readying to relocate News Aggregation Team Tuesday, May 20, 2025 1:00 am https://managersofwealth.com/article/118545/citiamp039s-hofmann-family-offices-readying-to-relocate Family offices worldwide want to be prepared to move quickly if needed, as geopolitical tensions mount, says Citi Private Bank's global family office head Hannes Hofmann. Family Office Mirae Asset Securities opens The Sage Family Office to serve ultra-high-net-worth clients News Aggregation Team Monday, May 19, 2025 1:00 am https://managersofwealth.com/article/118518/mirae-asset-securities-opens-the-sage-family-office-to-serve-ultra-high-net-worth-clients The new branch is expected to provide specialized services such as customized portfolio management Family Office US Family Offices Strengthen Investment Ties In Abu Dhabi After Trump’s Visit News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118514/us-family-offices-strengthen-investment-ties-in-abu-dhabi-after-trumpamprsquos-visit This visit underscored the growing relationship between the two nations, particularly in the investment sector. Family Office Emigrant Bank appoints Mark Rogozinski to lead family office services News Aggregation Team Thursday, May 15, 2025 1:00 am https://managersofwealth.com/article/118466/emigrant-bank-appoints-mark-rogozinski-to-lead-family-office-services The veteran leader from Cresset will support Emigrant’s network of high-net-worth advisory firms and specialty platforms. Family Office Family offices are pouring money into private markets — just not VC News Aggregation Team Wednesday, May 14, 2025 1:00 am https://managersofwealth.com/article/118443/family-offices-are-pouring-money-into-private-markets-ampmdash-just-not-vc One of the country's largest multi-family office managers says there are significant shifts underway in how the country's wealthiest families are allocating capital. Family Office High-Net-Worth Individuals in CEE: Investment Preferences and Trends News Aggregation Team Wednesday, May 14, 2025 1:00 am https://managersofwealth.com/article/118452/high-net-worth-individuals-in-cee-investment-preferences-and-trends These difficulties in understanding what they like and how they operate can be addressed Family Office The Rise Of The Sub-$300 Million Family Office News Aggregation Team Tuesday, May 13, 2025 1:00 am https://managersofwealth.com/article/118417/the-rise-of-the-sub-300-million-family-office For most, it only made financial sense at or above the $500 million mark. Family Office 7 most luxurious Rolls-Royce cars only billionaires can own News Aggregation Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118712/7-most-luxurious-rolls-royce-cars-only-billionaires-can-own Each one is special, with custom designs, luxury features, and unique stories behind them. from the $10M Sweptail to the yacht-inspired Boat Tail, these one-of-a-kind cars are built for luxury and style. Luxury Luxury Swiss watch demand surged in the US as wealthy Rolex enthusiasts tried to get ahead of Trump's tariffs News Aggregation Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118731/luxury-swiss-watch-demand-surged-in-the-us-as-wealthy-rolex-enthusiasts-tried-to-get-ahead-of-trumpamp039s-tariffs Swiss watch exports to the US surged largely due to impending Trump tariffs on luxury goods. Luxury The state of the luxury car industry—from Mercedes to Bugatti—on the high-end real estate race track News Aggregation Team Friday, May 23, 2025 1:00 am https://managersofwealth.com/article/118633/the-state-of-the-luxury-car-industryampmdashfrom-mercedes-to-bugattiampmdashon-the-high-end-real-estate-race-track In what has become an increasingly dynamic arena, celebrated automotive houses such as Mercedes are now making their mark on luxury real estate. Luxury Inside Dubai's Emirates Hills, the playground for super rich, celebs and world billionaires like Lakshmi Mittal News Aggregation Team Thursday, May 22, 2025 1:00 am https://managersofwealth.com/article/118597/inside-dubaiamp039s-emirates-hills-the-playground-for-super-rich-celebs-and-world-billionaires-like-lakshmi-mittal From custom-built villas to celebrity neighbours, this is where power lives in the UAE Luxury Luxury Tokyo penthouse sold for over $65 million in new record News Aggregation Team Tuesday, May 20, 2025 1:00 am https://managersofwealth.com/article/118676/luxury-tokyo-penthouse-sold-for-over-65-million-in-new-record A tsubo is a Japanese unit of measurement that equates to 3.3 square meters, amounting to a sale price of about ¥9.5 billion for the 625-plus square-meter property. Luxury Cruise trends for 2025, from private islands and resorts to super luxury trips News Aggregation Team Monday, May 19, 2025 1:00 am https://managersofwealth.com/article/118538/cruise-trends-for-2025-from-private-islands-and-resorts-to-super-luxury-trips Companies including Royal Caribbean, MSC Cruises and Carnival Cruise Line are placing big bets on where they think the industry is heading Luxury UK luxury lobby blames Brexit for growth lag in EU-bound exports News Aggregation Team Monday, May 19, 2025 1:00 am https://managersofwealth.com/article/118539/uk-luxury-lobby-blames-brexit-for-growth-lag-in-eu-bound-exports UK exports of high-end items to the European Union have lagged behind the broader growth of the country’s luxury sector, a trend that industry lobby Walpole attributes to Brexit. Luxury Luxury Real Estate: Aspen & Monaco Ahead of St. Moritz News Aggregation Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118492/luxury-real-estate-aspen-ampamp-monaco-ahead-of-st-moritz St. Moritz leads the ranking once again, with luxury properties 0starting at 43,000 francs per square meter — and even exceeding 100,000 francs in exceptional cases. Luxury Realtor Jade Chan on New York’s hottest real estate prospects News Aggregation Team Wednesday, May 14, 2025 1:00 am https://managersofwealth.com/article/118442/realtor-jade-chan-on-new-yorkamprsquos-hottest-real-estate-prospects Chan recalls a new development project that she spent almost four years dedicating all her effort and energy to, only for it to fail when the developer got embroiled in a scandal. Luxury 19 Most Expensive Neighborhoods in the World Revealed News Aggregation Team Monday, May 12, 2025 1:00 am https://managersofwealth.com/article/118391/19-most-expensive-neighborhoods-in-the-world-revealed These elite locales boast average home prices in the tens or even hundreds of millions of dollars, often featuring lavish amenities, breathtaking views, and unparalleled privacy. Luxury 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 Rich Japanese Still Fear a Yen Crash, UBS Wealth Manager Says News Aggregation Team Monday, May 19, 2025 1:00 am https://managersofwealth.com/article/118519/rich-japanese-still-fear-a-yen-crash-ubs-wealth-manager-says That’s in part because the country’s most prosperous households, who are sitting on loads of cash in bank accounts losing value by the day due to inflation, are still scarred by the market’s collapse in the early 1990s Extremely Wealthy Thailand’s Richest Man Increases Local Bank Stake News Aggregation Team Monday, May 19, 2025 1:00 am https://managersofwealth.com/article/118526/thailandamprsquos-richest-man-increases-local-bank-stake The increase makes Gulf Development the bank's third largest shareholder. Extremely Wealthy Rich List tycoons warn Reeves that tax plans threaten family firms and UK wealth creation News Aggregation Team Monday, May 19, 2025 1:00 am https://managersofwealth.com/article/118536/rich-list-tycoons-warn-reeves-that-tax-plans-threaten-family-firms-and-uk-wealth-creation The Rich List recorded 156 billionaires, down 21 from the 2022 peak, and nine fewer than last year. Extremely Wealthy Wealthy millennials are spending thousands on Jaguar Land Rover monthly subscriptions as flexibility becomes the newest form of luxury News Aggregation Team Thursday, May 15, 2025 1:00 am https://managersofwealth.com/article/118477/wealthy-millennials-are-spending-thousands-on-jaguar-land-rover-monthly-subscriptions-as-flexibility-becomes-the-newest-form-of-luxury Jaguar Land Rover has been on a mission to nudge itself deeper into the high-net-worth and ultra-net-worth markets Extremely Wealthy Billionaires Flee London for Milan News Aggregation Team Monday, May 12, 2025 1:00 am https://managersofwealth.com/article/118394/billionaires-flee-london-for-milan The move, intended to target large fortunes, has instead unleashed a wave of capital and talent flight. Extremely Wealthy The richest households in US increased their wealth by $1 TRILLION last year News Aggregation Team Monday, May 12, 2025 1:00 am https://managersofwealth.com/article/118402/the-richest-households-in-us-increased-their-wealth-by-1-trillion-last-year At the end of 2024, the total US household wealth stood at about $148 trillio Extremely Wealthy Bill Gates says he will give away 99 percent of his wealth by 2045 News Aggregation Team Friday, May 09, 2025 1:00 am https://managersofwealth.com/article/118377/bill-gates-says-he-will-give-away-99-percent-of-his-wealth-by-2045 The former Microsoft CEO slams Elon Musk for his efforts to slash funding for US assistance to poor countries. Extremely Wealthy NWD Troubles Give Hong Kong Banks the Jitters News Aggregation Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118709/nwd-troubles-give-hong-kong-banks-the-jitters More broadly, banks have been generally facing a rise in non-performing loans from Hong Kong’s commercial real estate sector. Comment & Analysis Gresham House raises bumper £375m for UK forestry fund News Aggregation Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118713/gresham-house-raises-bumper-amppound375m-for-uk-forestry-fund Several UK pension funds have participated in the largest fundraise for a Gresham House forestry fund. Comment & Analysis Inside Bill Gates’ meeting with his foundation’s staff after his $200 billion bombshell: ‘How do we get people to care?’ News Aggregation Team Thursday, May 29, 2025 1:00 am https://managersofwealth.com/article/118721/inside-bill-gatesamprsquo-meeting-with-his-foundationamprsquos-staff-after-his-200-billion-bombshell-amplsquohow-do-we-get-people-to-careamprsquo Hundreds of Gates Foundation employees—many flown in from the foundation’s country offices in India, China, South Africa, and elsewhere—filled an amphitheater across the street from the world’s largest private philanthropy’s Comment & Analysis JPMorgan Chase is heading upmarket to woo America’s millionaires News Aggregation Team Wednesday, May 28, 2025 1:00 am https://managersofwealth.com/article/118678/jpmorgan-chase-is-heading-upmarket-to-woo-americaamprsquos-millionaires It’s part of JPMorgan’s push to convince affluent Americans that the bank is ready to manage their millions. Comment & Analysis Tariffs, protectionism and geopolitical tensions: how US trade policy is reshaping the global order News Team Wednesday, May 28, 2025 1:00 am https://managersofwealth.com/article/118694/tariffs-protectionism-and-geopolitical-tensions-how-us-trade-policy-is-reshaping-the-global-order In particular, markets remain wary of renewed tariff increases on China and the EU, both of which are major exporters to the US. Comment & Analysis Tim Denton of Habib Bank AG Zurich: The UAE’s Ascent as a Global Wealth Structuring Hub News Aggregation Team Tuesday, May 27, 2025 1:00 am https://managersofwealth.com/article/118654/tim-denton-of-habib-bank-ag-zurich-the-uaeamprsquos-ascent-as-a-global-wealth-structuring-hub Tim opened his remarks by framing the discussion in the context of an increasingly transparent world. Comment & Analysis BNP Paribas: Was There Much Criticism, Ms. Pariset? News Aggregation Team Tuesday, May 27, 2025 1:00 am https://managersofwealth.com/article/118657/bnp-paribas-was-there-much-criticism-ms-pariset BNP Paribas is no longer a subsidiary of BNP Paribas in Switzerland but now operates as a branch of its French parent company. Comment & Analysis Zeno Staub, Noel Quinn, Thomas Jordan…the highlights of the AGM season News Aggregation Team Tuesday, May 27, 2025 1:00 am https://managersofwealth.com/article/118663/zeno-staub-noel-quinn-thomas-jordanamphellipthe-highlights-of-the-agm-season Lukas Ruflin , Leonteq's long-time CEO, was denied a seat on the Board of Directors. Comment & Analysis How wealth managers can leverage complexity for competitive advantage News Team Tuesday, May 27, 2025 1:00 am https://managersofwealth.com/article/118666/how-wealth-managers-can-leverage-complexity-for-competitive-advantage Amid turbulence, enhancing client preparedness is vital to retaining assets. Tailored advice is key to creating value. Comment & Analysis Oak champions youth sport as official sponsor of junior Guernsey basketball teams News Team Friday, May 23, 2025 1:00 am https://managersofwealth.com/article/118627/oak-champions-youth-sport-as-official-sponsor-of-junior-guernsey-basketball-teams The U18 teams play a vital role in the future of Guernsey basketball, offering young athletes the opportunity to train and compete at a high level. Comment & Analysis Imagine: John Lennon’s Glasses Sell For $52,000 At A Charity Auction News Aggregation Team Friday, January 24, 2025 12:00 am https://managersofwealth.com/article/116458/imagine-john-lennonamprsquos-glasses-sell-for-52000-at-a-charity-auction Many extraordinary items were auctioned that night for charity, and one such treasure was a pair of round metal glasses that John Lennon had once owned. Extremely Expensive Patek Philippe squares up to younger buyers with new Cubitus collection News Aggregation Team Tuesday, October 22, 2024 1:00 am https://managersofwealth.com/article/114748/patek-philippe-squares-up-to-younger-buyers-with-new-cubitus-collection President Thierry Stern imagines the new line, which takes its cues from the classic Nautilus bracelet watch, on the wrists of the Gen Z super-rich Extremely Expensive Why This Prototype Rolex ‘Rainbow’ Daytona Could Sell For Millions News Aggregation Team Friday, October 18, 2024 1:00 am https://managersofwealth.com/article/114699/why-this-prototype-rolex-amplsquorainbowamprsquo-daytona-could-sell-for-millions This makes it the Rainbow the most expensive modern regular-production factory Daytona on the market. Extremely Expensive The 15 most expensive cars sold at Monterey Car Week News Aggregation Team Wednesday, August 21, 2024 1:00 am https://managersofwealth.com/article/113571/the-15-most-expensive-cars-sold-at-monterey-car-week From barely-driven Bugattis to race-winning Ferraris to achingly beautiful Alfa Romeos Extremely Expensive Why the F-22 Raptor Is the World’s Most Expensive Fighter Jet News Aggregation Team Tuesday, August 13, 2024 1:00 am https://managersofwealth.com/article/113402/why-the-f-22-raptor-is-the-worldamprsquos-most-expensive-fighter-jet This price is largely due to its pioneering design, which introduced many advanced technologies, including stealth capabilities, sophisticated avionics, and thrust-vectoring nozzles. Extremely Expensive Mukesh Ambani’s wealth rose enough, in a day, to pay for most of a $600 million wedding News Aggregation Team Friday, July 26, 2024 1:00 am https://managersofwealth.com/article/113080/mukesh-ambaniamprsquos-wealth-rose-enough-in-a-day-to-pay-for-most-of-a-600-million-wedding What made Ambani stand out was that he was the only one of the top 20 billionaires to see their wealth rise in what was a brutal day for the mega-elite after the S&P 500 stock index tumbled. Extremely Expensive Prima Asset Management buys Prime Hotel in London News Aggregation Team Monday, June 17, 2024 1:00 am https://managersofwealth.com/article/112279/prima-asset-management-buys-prime-hotel-in-london Prima Asset Management, a Singapore-based real estate asset management company, has acquired the freehold Prime Hotel located in the Paddington area in London. Financial details of the transaction remain undisclosed. The acquisition is part of the compa Extremely Expensive Pink Diamond Scores $13M at Christie’s New York News Aggregation Team Friday, June 14, 2024 1:00 am https://managersofwealth.com/article/112255/pink-diamond-scores-13m-at-christieamprsquos-new-york The auction saw strong participation, with half of the bids coming from the Americas while a quarter came from Europe, and 26% from Asia Pacific and the Middle East combined. Extremely Expensive The Most Expensive Dresses Ever Sold at Auction News Aggregation Team Friday, April 26, 2024 1:00 am https://managersofwealth.com/article/111372/the-most-expensive-dresses-ever-sold-at-auction The dress, from the spring 1967 collection, was made of chain-linked aluminum squares and rectangular plates. Its sale price was a world record for a Paco Rabanne piece. Extremely Expensive Jeff Bezos just leapfrogged Elon Musk as the world’s richest person with a fortune of $200 billion News Aggregation Team Tuesday, March 05, 2024 12:00 am https://managersofwealth.com/article/110365/jeff-bezos-just-leapfrogged-elon-musk-as-the-worldamprsquos-richest-person-with-a-fortune-of-200-billion Musk now has a net worth of $197.7 billion; Bezos’ fortune is $200.3 billion. Extremely Expensive 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 Wealth disparity grows in Finland as rich get richer News Aggregation Team Wednesday, March 12, 2025 12:00 am https://managersofwealth.com/article/117341/wealth-disparity-grows-in-finland-as-rich-get-richer The wealthiest 10 percent of households in Finland now account for more than half of the total net wealth, according to Statistics Finland. Research Calastone research reveals tokenisation could save US$135 billion for asset management industry News Aggregation Team Friday, March 07, 2025 12:00 am https://managersofwealth.com/article/117236/calastone-research-reveals-tokenisation-could-save-us135-billion-for-asset-management-industry The research also identifies that fund processing costs are projected to rise by 32% over the next three years, putting firms under increasing pressure to modernise. Research Client communication outpace wealth managers digital shift News Team Wednesday, February 26, 2025 12:00 am https://managersofwealth.com/article/117079/client-communication-outpace-wealth-managers-digital-shift Investors are shifting towards digital channels, but many wealth managers remain reliant on traditional methods, Avaloq reveals. Research Decision paralysis: two in five say investing is one of life’s toughest decisions News Team Tuesday, February 25, 2025 12:00 am https://managersofwealth.com/article/117051/decision-paralysis-two-in-five-say-investing-is-one-of-lifeamprsquos-toughest-decisions Barclays surveyed 2,000 UK investors to find out what persuaded them to invest for the first time, as well as any challenges they felt they had to overcome. Research Rich people are powering America's economy News Aggregation Team Tuesday, February 25, 2025 12:00 am https://managersofwealth.com/article/117035/rich-people-are-powering-americaamp039s-economy The top 10% of earners are now responsible for almost half of all spending, a record Research Concrete gold is enjoying great popularity again News Aggregation Team Tuesday, February 18, 2025 12:00 am https://managersofwealth.com/article/116910/concrete-gold-is-enjoying-great-popularity-again This limits the potential for further increases in the current year, according to the study on the real estate market presented on Tuesday . Research New Manulife and Deloitte Report: Over Two-Thirds of High-Net-Worth Individuals in Greater China Consider Insurance Essential for Legacy and Succession Planning News Team Monday, February 17, 2025 12:00 am https://managersofwealth.com/article/116888/new-manulife-and-deloitte-report-over-two-thirds-of-high-net-worth-individuals-in-greater-china-consider-insurance-essential-for-legacy-and-succession-planning Manulife Hong Kong collaborates with Deloitte to offer insights into legacy planning solutions for high-net-worth individuals Research LGT presents key findings from the "Wealth for Impact" study News Team Thursday, February 13, 2025 12:00 am https://managersofwealth.com/article/116830/lgt-presents-key-findings-from-the-ampquotwealth-for-impactampquot-study Over the next 50 years, an unprecedented transfer of wealth will take place, reshaping financial landscapes and intergenerational wealth management. Research 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 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 Danske Bank expands its tool box for financing the climate transition News Team Friday, May 23, 2025 1:00 am https://managersofwealth.com/article/118648/danske-bank-expands-its-tool-box-for-financing-the-climate-transition With global emissions and temperatures continuing to increase, climate change remains an urgent challenge. Planet SOS ESG Economist - CBAM impacts and opportunities News Team Thursday, May 22, 2025 1:00 am https://managersofwealth.com/article/118600/esg-economist-cbam-impacts-and-opportunities The Carbon Border Adjustment Mechanism is an environmental policy initiative introduced by the European Union (EU) aimed at reducing carbon emissions and preventing carbon leakage. Planet SOS ZEDRA are proud to join the Greening Jersey Trust News Team Tuesday, May 20, 2025 1:00 am https://managersofwealth.com/article/118546/zedra-are-proud-to-join-the-greening-jersey-trust The initiative sees local organisations band together with a joint focus on restoring nature across a range of habitats from woodlands to wildflower meadows and wetlands. Planet SOS BNP Paribas debuts Europe’s first equal-weight global ESG ETF News Aggregation Team Tuesday, May 20, 2025 1:00 am https://managersofwealth.com/article/118568/bnp-paribas-debuts-europeamprsquos-first-equal-weight-global-esg-etf The banking giant's asset management arm has launched Europe's first equal weight global ETF that considers sustainable factors. Planet SOS BNP Paribas targets 400 000 energy-efficient home renovations in Europe by the end of 2026 News Team Friday, May 16, 2025 1:00 am https://managersofwealth.com/article/118499/bnp-paribas-targets-400-000-energy-efficient-home-renovations-in-europe-by-the-end-of-2026 This is the conclusion of a study carried out by BNP Paribas with Harris Interactive on how the French view energy-efficiency refurbishments and improving the energy performance of their housing. Planet SOS Successful exit for ABN AMRO Sustainable Impact Fund News Team Wednesday, May 07, 2025 1:00 am https://managersofwealth.com/article/118319/successful-exit-for-abn-amro-sustainable-impact-fund ABN AMRO SIF aims to achieve financial return alongside environmental impact, and the investment in and exit of Eternal Sun has proven to be a example of both. Planet SOS Macquarie Asset Management acquires additional stake in Island Green Power News Team Monday, May 05, 2025 1:00 am https://managersofwealth.com/article/118267/macquarie-asset-management-acquires-additional-stake-in-island-green-power Macquarie Asset Management first invested in Island Green Power in 2022, and this transaction increases its stake in the business to 100%. Planet SOS Trump’s climate rollbacks spark a new era of economics-led sustainability News Team Friday, May 02, 2025 1:00 am https://managersofwealth.com/article/118242/trumpamprsquos-climate-rollbacks-spark-a-new-era-of-economics-led-sustainability Since adoption, renewables like wind and solar energy have grown exponentially, and clean energy investments have nearly doubled compared to fossil fuels. Planet SOS Macquarie Asset Management acquires additional stake in Island Green Power News Team Friday, May 02, 2025 1:00 am https://managersofwealth.com/article/118261/macquarie-asset-management-acquires-additional-stake-in-island-green-power As part of the transaction, the founders of Island Green Power will retain full ownership of the company’s international business. Planet SOS 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