Managers of Wealth https://managersofwealth.com/ Mon, 06 Apr 2026 12:43:28 BST part of MediaG8way Group https://managersofwealth.com/ https://managersofwealth.com/assets/images/logo.png Managers of Wealth KohanaPHP Wealth management’s overlooked client base News Aggregation Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124272/wealth-managementamprsquos-overlooked-client-base As automation reduces operational drag, Pave Finance argues smaller accounts are shifting from burden to growth channel Wealth and Asset Management Award Spotlight: Best New Private Bank 2026 News Aggregation Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124274/award-spotlight-best-new-private-bank-2026 The Best New Private Bank 2026 award celebrates institutions that have quickly established a reputation for service excellence, strategic insight, and innovative financial solutions. Wealth and Asset Management Wealth management mergers, rival equine banks and pheasant for dinner News Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124275/wealth-management-mergers-rival-equine-banks-and-pheasant-for-dinner News from London and beyond, including a potentially promising FTSE and the ‘Diva of divorce’ opening her first satellite office. Edited by Alec Marsh Wealth and Asset Management TEAM sees assets swell by £1bn following latest acquisitions News Aggregation Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124277/team-sees-assets-swell-by-amppound1bn-following-latest-acquisitions All three divisions within the group grew organically prior to the recent acquisitions Wealth and Asset Management KFH – Bahrain wins Euromoney Magazine Best Private Bank in Bahrain 2026 award News Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124278/kfh-ampndash-bahrain-wins-euromoney-magazine-best-private-bank-in-bahrain-2026-award A New Achievement Reinforcing its Leadership in Private Banking Services Wealth and Asset Management Wealth largely absent from IMF tax guidance, benefiting the rich News Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124281/wealth-largely-absent-from-imf-tax-guidance-benefiting-the-rich Oxfam’s analysis exposes two striking discrepancies in IMF guidance depending on a country’s income level. Wealth and Asset Management Franklin Templeton is experiencing strong momentum in Switzerland News Aggregation Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124287/franklin-templeton-is-experiencing-strong-momentum-in-switzerland Franklin Templeton has long been present in the Swiss market but maintained a relatively low profile. Wealth and Asset Management Manulife Wealth & Asset Management Completes Acquisition of Schroders Indonesia News Team Wednesday, April 01, 2026 1:00 am https://managersofwealth.com/article/124247/manulife-wealth-ampamp-asset-management-completes-acquisition-of-schroders-indonesia Together, the combined platform will offer enhanced scale, deeper investment resources, and a broader suite of solutions designed to deliver attractive long–term outcomes across market cycles. Wealth and Asset Management International wealth management firm to launch ABS News Aggregation Team Wednesday, April 01, 2026 1:00 am https://managersofwealth.com/article/124249/international-wealth-management-firm-to-launch-abs The best solution has to be multi-disciplinary providers. Wealth and Asset Management China’s HNW investors are abandoning property, providing an opportunity for wealth managers News Aggregation Team Wednesday, April 01, 2026 1:00 am https://managersofwealth.com/article/124254/chinaamprsquos-hnw-investors-are-abandoning-property-providing-an-opportunity-for-wealth-managers Property is no longer trusted as a store of value, driving HNW wealth into equities, fixed income, and offshore structures and creating a clear advisory opportunity for private wealth managers, writes Heike van den Hoevel Wealth and Asset Management James Hambro poaches Rathbones veteran to lead Bristol expansion News Aggregation Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124279/james-hambro-poaches-rathbones-veteran-to-lead-bristol-expansion Nicola Day joins the firm after a 19-year career at Rathbones' ethical investment arm. Executive Moves Standard Chartered appoints Nalini Tarakeshwar as Global Head of Standard Chartered Foundation News Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124282/standard-chartered-appoints-nalini-tarakeshwar-as-global-head-of-standard-chartered-foundation The appointment was made as the Foundation scales its ambition to facilitate access to quality jobs and opportunities for young people in response to the growing youth employability gap Executive Moves Schroders Wealth hires Barclays private banking head Evonne Tan News Aggregation Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124283/schroders-wealth-hires-barclays-private-banking-head-evonne-tan Evonne Tan has been hired as CEO, Asia Wealth Management at Schroders. Executive Moves HSBC Swiss Private Bank appoints new Chief Executive Officer News Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124284/hsbc-swiss-private-bank-appoints-new-chief-executive-officer Alfonso brings over 30 years of Swiss and international wealth management experience, most recently as CEO of BBVA Switzerland, a position he held for over 12 years. Executive Moves Inventx strengthens its board of directors with Prof. Dr. Thomas Zellweger News Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124289/inventx-strengthens-its-board-of-directors-with-prof-dr-thomas-zellweger The appointment of Prof. Dr. Thomas Zellweger strengthens the sustainable development of Inventx as an industry-focused Swiss IT company. Executive Moves Beacon Trust Bolsters Team with Four Key Wealth Management Hires News Team Wednesday, April 01, 2026 1:00 am https://managersofwealth.com/article/124250/beacon-trust-bolsters-team-with-four-key-wealth-management-hires New hires support Beacon Trust’s continued growth and expansion of client advisory services Executive Moves HSBC names two new China wealth heads News Aggregation Team Wednesday, April 01, 2026 1:00 am https://managersofwealth.com/article/124251/hsbc-names-two-new-china-wealth-heads HSBC has reshuffled its wealth management and private banking leadership in China. Executive Moves Jamie Burgmann joins Aura Group as the Director of Private Wealth News Aggregation Team Wednesday, April 01, 2026 1:00 am https://managersofwealth.com/article/124252/jamie-burgmann-joins-aura-group-as-the-director-of-private-wealth His appointment reflects Aura’s continued focus on providing sophisticated investors with access to differentiated investment opportunities and diversified portfolios beyond traditional asset classes. Executive Moves Ex-Geneva bank CEO takes over as Gonet chair News Aggregation Team Wednesday, April 01, 2026 1:00 am https://managersofwealth.com/article/124253/ex-geneva-bank-ceo-takes-over-as-gonet-chair Former Banque Cantonale de Genève CEO Blaise Goetschin has a new mandate. Executive Moves Advisor-focused hires lead latest wave of wealth management leadership moves News Aggregation Team Wednesday, April 01, 2026 1:00 am https://managersofwealth.com/article/124255/advisor-focused-hires-lead-latest-wave-of-wealth-management-leadership-moves Product, recruiting, and client strategy roles dominate latest senior appointments at firms including Franklin, Edwards, Bernstein, Ellevest. Executive Moves Ex-Deutsche Bank Manager Sues Bank for at Least $624 Million News Aggregation Team Tuesday, March 31, 2026 1:00 am https://managersofwealth.com/article/124225/ex-deutsche-bank-manager-sues-bank-for-at-least-624-million Faissola and several other ex-traders last year ended mediation talks with Deutsche Bank over allegations they were wrongfully implicated in an audit report into the Monte dei Paschi affair. Legal,Regulation,Tax & Compliance Wealth taxes on billionaires and $30 minimum wages are part of the same plan, advocate says. ‘They should pay their fair share’ News Aggregation Team Tuesday, March 31, 2026 1:00 am https://managersofwealth.com/article/124228/wealth-taxes-on-billionaires-and-30-minimum-wages-are-part-of-the-same-plan-advocate-says-amplsquothey-should-pay-their-fair-shareamprsquo Regardless of how you view that 938 number, there’s one overall resounding agreement people have: Most voters want billionaires to pay their fair share. Legal,Regulation,Tax & Compliance Swiss lawmakers signal compromise on $22bn UBS capital plan News Aggregation Team Tuesday, March 31, 2026 1:00 am https://managersofwealth.com/article/124236/swiss-lawmakers-signal-compromise-on-22bn-ubs-capital-plan Decision could be published in April with foreign capital requirements component moving to parliament for debate Legal,Regulation,Tax & Compliance Hightower Faces Class Action Suit Over Data Breach News Aggregation Team Friday, March 27, 2026 12:00 am https://managersofwealth.com/article/124171/hightower-faces-class-action-suit-over-data-breach An alleged former employee claimed the company failed to protect client information. Hightower is the latest industry firm to fall victim to a breach in recent months. Legal,Regulation,Tax & Compliance UBS gives institutional fund investors more say News Aggregation Team Thursday, March 26, 2026 12:00 am https://managersofwealth.com/article/124147/ubs-gives-institutional-fund-investors-more-say The offering will initially be launched for institutional clients in Switzerland. Legal,Regulation,Tax & Compliance Hong Kong weighs ‘big bang’ tax cuts for asset managers News Aggregation Team Thursday, March 26, 2026 12:00 am https://managersofwealth.com/article/124165/hong-kong-weighs-amplsquobig-bangamprsquo-tax-cuts-for-asset-managers Expansion of carried interest regime could mean zero levies on performance fees at hedge funds Legal,Regulation,Tax & Compliance Number of Isa millionaires trebles to 17,600 in past three years as Britons make full use of tax-free accounts News Aggregation Team Monday, March 23, 2026 12:00 am https://managersofwealth.com/article/124074/number-of-isa-millionaires-trebles-to-17600-in-past-three-years-as-britons-make-full-use-of-tax-free-accounts Under higher return assumptions, the number could have grown further still. Legal,Regulation,Tax & Compliance Do your taxes like the rich and save money News Aggregation Team Wednesday, March 18, 2026 12:00 am https://managersofwealth.com/article/124002/do-your-taxes-like-the-rich-and-save-money Even though some tactics are probably out of reach for most people, others are simple enough that they can be used with enough planning. Legal,Regulation,Tax & Compliance Sage Capital Management opens Swiss entity and receives Swiss regulatory approval News Aggregation Team Wednesday, March 18, 2026 12:00 am https://managersofwealth.com/article/124016/sage-capital-management-opens-swiss-entity-and-receives-swiss-regulatory-approval Having a presence in Switzerland builds on Sage Capital Management’s recently expanded offering which now includes a private banking service for institutional clients, the firm writes. Legal,Regulation,Tax & Compliance Cum-Ex: Deutsche Bank pays millions for two external funds News Aggregation Team Wednesday, March 18, 2026 12:00 am https://managersofwealth.com/article/124018/cum-ex-deutsche-bank-pays-millions-for-two-external-funds Deutsche Bank acted as a service provider for these funds and provided financing. Legal,Regulation,Tax & Compliance Data Sovereignty in a Borderless World News Team Tuesday, March 31, 2026 1:00 am https://managersofwealth.com/article/124224/data-sovereignty-in-a-borderless-world With over 130 countries now enforcing data protection laws, organisations must navigate a patchwork of requirements governing how data is collected, stored, processed, and transferred. FinTech CMB Monaco adopts Avaloq–Aladdin Wealth for digital transformation News Aggregation Team Tuesday, March 31, 2026 1:00 am https://managersofwealth.com/article/124235/cmb-monaco-adopts-avaloqampndashaladdin-wealth-for-digital-transformation The system is designed to enable more personalised client engagement at scale while improving internal productivity through streamlined workflows across core banking and digital channels. FinTech The AI cycle beyond the hype: earnings, bubble risks, and positioning News Team Friday, March 27, 2026 12:00 am https://managersofwealth.com/article/124185/the-ai-cycle-beyond-the-hype-earnings-bubble-risks-and-positioning In his opening remarks, John Woods explained that the session was designed to explore “the insights and opportunities shaping today’s AI-driven markets”. FinTech Ranchland Capital Partners Selects SEI to Support Alternative Funds News Team Thursday, March 26, 2026 12:00 am https://managersofwealth.com/article/124144/ranchland-capital-partners-selects-sei-to-support-alternative-funds Strategic Relationship Reinforces SEI’s Position as Long-Term Partner for Alternative Investment Managers FinTech Software: When artificial intelligence reshuffles the deck News Team Wednesday, March 25, 2026 12:00 am https://managersofwealth.com/article/124139/software-when-artificial-intelligence-reshuffles-the-deck AI is undermining traditional software. But it is forcing companies to reinvent themselves. FinTech Swiss Private Bank Dynasty Splits Over Clashing Views on Crypto News Aggregation Team Monday, March 23, 2026 12:00 am https://managersofwealth.com/article/124072/swiss-private-bank-dynasty-splits-over-clashing-views-on-crypto The split highlights both the challenges of managing a family business and the sometime dueling views of the outlook for Switzerland’s wealth managers FinTech Wealth management’s challenges: retaining talent, mastering digital News Aggregation Team Wednesday, March 18, 2026 12:00 am https://managersofwealth.com/article/124004/wealth-managementamprsquos-challenges-retaining-talent-mastering-digital Digital is driving growth FinTech Wedbush Wealth Management Chooses Wealthbox as Enterprise CRM Platform to Streamline Advisor Workflows and Expand Technology Suite News Team Wednesday, March 18, 2026 12:00 am https://managersofwealth.com/article/124009/wedbush-wealth-management-chooses-wealthbox-as-enterprise-crm-platform-to-streamline-advisor-workflows-and-expand-technology-suite This enterprise agreement makes Wealthbox available to users across the division's nationwide advisor network. FinTech Intellect and Fintel form 50:50 joint venture to target UK wealth management News Team Wednesday, March 18, 2026 12:00 am https://managersofwealth.com/article/124015/intellect-and-fintel-form-5050-joint-venture-to-target-uk-wealth-management The joint venture represents a deliberate architectural break from this legacy model. FinTech Sygnum Off-Exchange Custody Enabling TradFi Access to Crypto Market Volatility Opportunities; Assets Surpass USD 1bn News Team Wednesday, March 18, 2026 12:00 am https://managersofwealth.com/article/124017/sygnum-off-exchange-custody-enabling-tradfi-access-to-crypto-market-volatility-opportunities-assets-surpass-usd-1bn Fueled by these trends, and supported by the continued confidence in secure Swiss regulated infrastructure, assets on the Sygnum Protect platform surpassed USD 1 billion. FinTech Crestbridge Family Office Services maintain fundraising push for Youthful Minds News Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124288/crestbridge-family-office-services-maintain-fundraising-push-for-youthful-minds Chloë will have her hair shaved off on 24 April and is encouraging colleagues and contacts to make a donation to support the cause over the coming weeks. Family Office ADDING MULTIMEDIA Patel Family Office and AHQ Launch $1bn ‘AYARA’ Hospitality Platform to Develop 50 Hotels in Saudi Arabia News Team Tuesday, March 31, 2026 1:00 am https://managersofwealth.com/article/124226/adding-multimedia-patel-family-office-and-ahq-launch-1bn-amplsquoayaraamprsquo-hospitality-platform-to-develop-50-hotels-in-saudi-arabia US investors Patel Family Office and Saudi industrial conglomerate signed historic partnership agreement at FII PRIORITY Miami Family Office RIA Callan Family Office Acquires Clarity Family Offices News Team Monday, March 30, 2026 1:00 am https://managersofwealth.com/article/124215/ria-callan-family-office-acquires-clarity-family-offices The team is also supported by client service associate Joy McLaren. Family Office Family offices risk missing out on emerging markets’ revival News Aggregation Team Friday, March 27, 2026 12:00 am https://managersofwealth.com/article/124183/family-offices-risk-missing-out-on-emerging-marketsamprsquo-revival Political shocks, regulatory shifts and currency volatility are always lurking in the background for emerging markets, but the sector merits renewed attention Family Office Morgan Stanley’s Au-Yeung: Asian family offices still favour alternatives News Aggregation Team Friday, March 27, 2026 12:00 am https://managersofwealth.com/article/124191/morgan-stanleyamprsquos-au-yeung-asian-family-offices-still-favour-alternatives But recent fears about private credit could lead firms to be more thoughtful about investor targeting and liquidity offers. Family Office Super Rich Regain Zest for Hong Kong as War Stokes Gulf Unease News Aggregation Team Friday, March 27, 2026 12:00 am https://managersofwealth.com/article/124192/super-rich-regain-zest-for-hong-kong-as-war-stokes-gulf-unease Anmol Goel, the head of a London-based family office, said his firm was planning to open an outlet in the United Arab Emirates this year to join money managers that have flocked to the Gulf. Then the war began. Family Office Shade Tree Advisors Introduces AI To Its Multi-Family Office Operations News Team Thursday, March 26, 2026 12:00 am https://managersofwealth.com/article/124162/shade-tree-advisors-introduces-ai-to-its-multi-family-office-operations The Firm Partners with Eton Solutions to Cut Processing Time by 80%, Redirecting Valuable Staff Time Toward Clients and Financial Planning Decisions Family Office The Rise of Multi Family Offices: Independence, Complexity, and Sophistication News Aggregation Team Wednesday, March 25, 2026 12:00 am https://managersofwealth.com/article/124119/the-rise-of-multi-family-offices-independence-complexity-and-sophistication Thomas Ruggie reveals why independent multi-family offices are fast becoming the go-to solution for those seeking truly unbiased, integrated, and sophisticated financial guidance. Family Office Family office leaders convene for Hong Kong Wealth for Good summit News Team Tuesday, March 24, 2026 12:00 am https://managersofwealth.com/article/124104/family-office-leaders-convene-for-hong-kong-wealth-for-good-summit International wealth managers and ultra-high-net-worth representatives attended the city conference examining succession planning and impact investing strategies. Family Office What JP Morgan’s Justin Nelson Says Family Offices Actually Handle News Aggregation Team Thursday, March 19, 2026 12:00 am https://managersofwealth.com/article/124028/what-jp-morganamprsquos-justin-nelson-says-family-offices-actually-handle Most people have heard the term “family office” tossed around in conversations about old money, Wall Street, or the ultra-wealthy. But ask someone to explain… Family Office The Future of Private Jets: Catering to the evolving high-net-worth traveler News Aggregation Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124273/the-future-of-private-jets-catering-to-the-evolving-high-net-worth-traveler Management said at the time that the agreement secures long-term capacity for Vista’s growing member base as global demand for premium private aviation continues to expand. Luxury Luxury NEV Enterprise Seres Hits Record High Revenue of RMB164.89 Billion in 2025, Maintaining Positive Profitability for Second Consecutive Year News Aggregation Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124280/luxury-nev-enterprise-seres-hits-record-high-revenue-of-rmb16489-billion-in-2025-maintaining-positive-profitability-for-second-consecutive-year The Company also announced a proposed final dividend of RMB0.8 per share (tax included), totaling approximately RMB1.9 billion in cash dividends, reflecting its commitment to rewarding shareholders. Luxury Luxury shopping mall files for Chapter 11 bankruptcy News Aggregation Team Tuesday, March 31, 2026 1:00 am https://managersofwealth.com/article/124227/luxury-shopping-mall-files-for-chapter-11-bankruptcy Several store owners learned on social media that their landlord had gone bankrupt. Luxury Is Luxury Ready To Win Over Gen Z? News Aggregation Team Wednesday, March 25, 2026 12:00 am https://managersofwealth.com/article/124133/is-luxury-ready-to-win-over-gen-z Yet total luxury spending stayed relatively flat from the previous year and was on track to reach around €1.44 trillion in 2025 Luxury Visa-free travel, rising foreign visitors boost luxury hotel growth in China News Aggregation Team Wednesday, March 25, 2026 12:00 am https://managersofwealth.com/article/124134/visa-free-travel-rising-foreign-visitors-boost-luxury-hotel-growth-in-china China’s luxury hotels thrive as visa-free policies drive international tourism, with Shanghai and Beijing seeing significant growth in high-end stays Luxury Wealthy consumers are turning to jewelry as an investment, especially colored gemstones News Aggregation Team Monday, March 23, 2026 12:00 am https://managersofwealth.com/article/124076/wealthy-consumers-are-turning-to-jewelry-as-an-investment-especially-colored-gemstones Wealthy consumers are turning to jewelry as an investment, especially colored gemstones Luxury Four Seasons Yachts Charts a New Course for Ultra-luxury at Sea News Aggregation Team Thursday, March 19, 2026 12:00 am https://managersofwealth.com/article/124030/four-seasons-yachts-charts-a-new-course-for-ultra-luxury-at-sea Ben Trodd, CEO of Marc-Henry Cruise Holdings, the joint owner and operator of Four Seasons Yachts, spoke to WWD on the brand's bet on intimacy, gastronomy and winning the most coveted luxury currency of all: guests’ time. Luxury From AP to Rolex, the most affordable watch from each grail brand News Aggregation Team Thursday, March 19, 2026 12:00 am https://managersofwealth.com/article/124044/from-ap-to-rolex-the-most-affordable-watch-from-each-grail-brand These entry-level equivalents from all the best watchmakers in the world range from £850 to over £100,000 Luxury Rory McIlroy's Masters Champions Dinner Menu Features Insane Wine List: A Cost Breakdown News Aggregation Team Thursday, March 19, 2026 12:00 am https://managersofwealth.com/article/124046/rory-mcilroyamp039s-masters-champions-dinner-menu-features-insane-wine-list-a-cost-breakdown McIlroy's menu for 2026 features four different appetizers: grilled elk sliders, rock shrimp tempura, bacon-wrapped dates, plus peach and ricotta flatbread. Luxury Global luxury market stabilises as industry enters ‘normalisation’ News Aggregation Team Friday, March 13, 2026 12:00 am https://managersofwealth.com/article/123931/global-luxury-market-stabilises-as-industry-enters-amplsquonormalisationamprsquo The US, Europe, and China remain key to stabilising global luxury. Luxury Washington state’s ‘historic’ millionaire tax takes aim at super-rich – will it succeed? News Aggregation Team Wednesday, April 01, 2026 1:00 am https://managersofwealth.com/article/124263/washington-stateamprsquos-amplsquohistoricamprsquo-millionaire-tax-takes-aim-at-super-rich-ampndash-will-it-succeed As living costs rise, the state where Gates and Bezos made billions is targeting top earners – could other states follow? Extremely Wealthy The ex-Platinum quant who has won billionaire Kerr Neilson’s backing News Aggregation Team Monday, March 30, 2026 1:00 am https://managersofwealth.com/article/124199/the-ex-platinum-quant-who-has-won-billionaire-kerr-neilsonamprsquos-backing With the backing of Neilson and another Platinum alumnus, Jim Simpson, he is finally running his own hedge fund. Extremely Wealthy Warren Buffett's Net Worth: How the Oracle of Omaha Built a $150 Billion Empire News Aggregation Team Monday, March 30, 2026 1:00 am https://managersofwealth.com/article/124201/warren-buffettamp039s-net-worth-how-the-oracle-of-omaha-built-a-150-billion-empire He built $150 billion through patience, discipline, and the compounding power of time — starting with a $114 stock purchase at the age of eleven. Extremely Wealthy Google co-founder spends $45m in fight against California billionaire tax News Aggregation Team Friday, March 20, 2026 12:00 am https://managersofwealth.com/article/124056/google-co-founder-spends-45m-in-fight-against-california-billionaire-tax Sergey Brin gives $25m on top of $20m he’s already given to Super Pac trying to block state’s proposed 5% wealth tax Extremely Wealthy JPMorgan Shut China Tycoon’s Account That Made Bank Millions News Aggregation Team Thursday, March 19, 2026 12:00 am https://managersofwealth.com/article/124033/jpmorgan-shut-china-tycoonamprsquos-account-that-made-bank-millions Tang had a $4 billion stake in AppLovin Corp. as of early 2025 after the US ad-tech firm’s shares surged more than 700% the previous year. Extremely Wealthy Lady Rothschild sells her 27% stake in The Economist to a Canadian billionaire News Aggregation Team Wednesday, March 18, 2026 12:00 am https://managersofwealth.com/article/124014/lady-rothschild-sells-her-27-stake-in-the-economist-to-a-canadian-billionaire The sale by Lynn Forester de Rothschild and her family to financial services tycoon Stephen Smith is reported to be worth as much as £400million. Extremely Wealthy This is what we’re up against News Aggregation Team Monday, March 16, 2026 12:00 am https://managersofwealth.com/article/123949/this-is-what-weamprsquore-up-against High-net-worth residents of UAE heading to Ireland and France to wait out missile attacks before tax year ends Extremely Wealthy Wealth of billionaires reaches over $20T as Forbes list hits record 3,428 names News Aggregation Team Wednesday, March 11, 2026 12:00 am https://managersofwealth.com/article/123876/wealth-of-billionaires-reaches-over-20t-as-forbes-list-hits-record-3428-names Elon Musk tops ranking with $839B fortune, 20 hold wealth exceeding $100B Extremely Wealthy Billionaires Elon Musk and Mark Zuckerberg used mortgages to buy multimillion-dollar mansions. Here’s why that’s a savvy financial decision News Aggregation Team Tuesday, March 10, 2026 12:00 am https://managersofwealth.com/article/123847/billionaires-elon-musk-and-mark-zuckerberg-used-mortgages-to-buy-multimillion-dollar-mansions-hereamprsquos-why-thatamprsquos-a-savvy-financial-decision That’s barely a drop in the bucket of his now $662 billion net worth, so it could be difficult to understand why he’d borrow tens of millions of dollars to buy real estate. Extremely Wealthy Inside the Private Island Empire of the World’s Richest Billionaires News Aggregation Team Monday, March 09, 2026 12:00 am https://managersofwealth.com/article/123816/inside-the-private-island-empire-of-the-worldamprsquos-richest-billionaires In the last decade, the world’s richest have quietly turned a handful of remote dots on the map into their own offshore fiefdoms. Extremely Wealthy Endowus Hong Kong Introduces BlackRock iShares Low-Cost Hong Kong Dollar Index Funds to Its Retail Clients News Aggregation Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124276/endowus-hong-kong-introduces-blackrock-ishares-low-cost-hong-kong-dollar-index-funds-to-its-retail-clients These index funds seek to provide investors with cost-effective ways of getting exposure to global government bonds as well as global and local equities. Comment & Analysis Julius Baer bursary scheme returns for fourth year in Guernsey News Aggregation Team Thursday, April 02, 2026 1:00 am https://managersofwealth.com/article/124285/julius-baer-bursary-scheme-returns-for-fourth-year-in-guernsey Preference is given to students studying towards a relevant degree with an interest in pursuing a career in financial services. Comment & Analysis From crisis to stewardship: how governance protects families and wealth News Team Wednesday, April 01, 2026 1:00 am https://managersofwealth.com/article/124248/from-crisis-to-stewardship-how-governance-protects-families-and-wealth First generation founders experience various stages of life and business in a relatively short period of time. Comment & Analysis Five Tips for Navigating the Generational Divide in Philanthropy News Aggregation Team Tuesday, March 31, 2026 1:00 am https://managersofwealth.com/article/124222/five-tips-for-navigating-the-generational-divide-in-philanthropy Best practices to help wealthy families bridge the gap by embracing their differences. Comment & Analysis Valartis Group reports slightly declining consolidated earnings News Aggregation Team Tuesday, March 31, 2026 1:00 am https://managersofwealth.com/article/124234/valartis-group-reports-slightly-declining-consolidated-earnings The Valartis financial group describes its operating performance in the past financial year as solid. The difficult environment in the banking and flower industries had a negative impact. Comment & Analysis Conflict, energy and markets: charting a course for investors News Team Monday, March 30, 2026 1:00 am https://managersofwealth.com/article/124211/conflict-energy-and-markets-charting-a-course-for-investors In currencies, the dollar’s strength should remain temporary, and weakness to resume once the Fed cuts rates and overvaluation normalises. Comment & Analysis Germany - Cautious recovery pressured by geopolitical uncertainty News Team Friday, March 27, 2026 12:00 am https://managersofwealth.com/article/124176/germany-cautious-recovery-pressured-by-geopolitical-uncertainty The German economy showed early signs of improvement at the start of the year. Comment & Analysis Lazard Head of Global Power, Energy & Infrastructure George Bilicic on Bloomberg TV and Yahoo! Finance at CERA Week News Team Friday, March 27, 2026 12:00 am https://managersofwealth.com/article/124178/lazard-head-of-global-power-energy-ampamp-infrastructure-george-bilicic-on-bloomberg-tv-and-yahoo-finance-at-cera-week Joining Bloomberg's Julie Fine, George explored how the Iran conflict is reshaping investor appetite for energy investments and the evolving landscape of renewable energy. Comment & Analysis Philanthropy in aid is growing — and it's billions more than we thought News Aggregation Team Thursday, March 26, 2026 12:00 am https://managersofwealth.com/article/124152/philanthropy-in-aid-is-growing-ampmdash-and-itamp039s-billions-more-than-we-thought Local philanthropy for development is bigger than previously reported, a new OECD report shows. Comment & Analysis Warren Buffett admits his original philanthropic plans were not ‘feasible’—he’s instead left his three kids $500 million a year to give away News Aggregation Team Wednesday, March 25, 2026 12:00 am https://managersofwealth.com/article/124121/warren-buffett-admits-his-original-philanthropic-plans-were-not-amplsquofeasibleamprsquoampmdashheamprsquos-instead-left-his-three-kids-500-million-a-year-to-give-away Though he no longer holds the title of world’s richest man, Buffett’s net worth sits around $144 billion Comment & Analysis Luxury or necessity? Pet owners pay tens of thousands to fly on Singapore's first airline for animals News Aggregation Team Wednesday, March 11, 2026 12:00 am https://managersofwealth.com/article/123884/luxury-or-necessity-pet-owners-pay-tens-of-thousands-to-fly-on-singaporeamp039s-first-airline-for-animals One passenger paid just over US$30,000 for a one-way flight for two people and four cats from Singapore to Hong Kong. Extremely Expensive Manhattan Apartment Rents for a Staggering $95,000 a Month—After 2-Hour Bidding Frenzy News Aggregation Team Wednesday, December 31, 2025 12:00 am https://managersofwealth.com/article/122638/manhattan-apartment-rents-for-a-staggering-95000-a-monthampmdashafter-2-hour-bidding-frenzy There was $190,725 required at move-in, which included $95,000 first month's rent, $95,000 refundable security deposit, a $600 application fee, and $125 credit check. Extremely Expensive See the world's most expensive luxury watches News Aggregation Team Friday, December 12, 2025 12:00 am https://managersofwealth.com/article/122426/see-the-worldamp039s-most-expensive-luxury-watches Revealing the priciest timepieces of all time Extremely Expensive World's most expensive coffee goes on sale in Dubai at $1,000 a cup News Aggregation Team Monday, November 03, 2025 12:00 am https://managersofwealth.com/article/121640/worldamp039s-most-expensive-coffee-goes-on-sale-in-dubai-at-1000-a-cup The wealthy emirate is known for its extravagant ventures including an enormous mall with an indoor ski area, the world's tallest building and an artificial island dotted with five-star hotels. Extremely Expensive This Is The Most Expensive State To Drive An EV In (And It's Not Even Close) News Aggregation Team Monday, October 20, 2025 1:00 am https://managersofwealth.com/article/121383/this-is-the-most-expensive-state-to-drive-an-ev-in-and-itamp039s-not-even-close It depends on what type of car you drive, what sort of driving you do, where you would fill or charge up, and, indeed, what state you live in. Extremely Expensive Louis Vuitton’s £120 lipstick marks new high in redrawing item as a luxury product News Aggregation Team Friday, August 29, 2025 1:00 am https://managersofwealth.com/article/120447/louis-vuittonamprsquos-amppound120-lipstick-marks-new-high-in-redrawing-item-as-a-luxury-product LV’s debut makeup collection joins top-end ranges by Dior and Hermès providing relatively accessible social status Extremely Expensive 8 Most Expensive Makeup Products That Are Worth The Splurge News Aggregation Team Thursday, August 21, 2025 1:00 am https://managersofwealth.com/article/120298/8-most-expensive-makeup-products-that-are-worth-the-splurge See the world's most expensive makeup products—including foundation, lipstick, and eyeshadow, among others—that are popular picks among the beauty-obsessed for good reason. Extremely Expensive Ralph Lauren's Ferrari F50 becomes most expensive ever sold in the world News Aggregation Team Wednesday, August 20, 2025 1:00 am https://managersofwealth.com/article/120290/ralph-laurenamp039s-ferrari-f50-becomes-most-expensive-ever-sold-in-the-world What sets Ralph Lauren’s Ferrari F50 apart is that it is just one-of-two US-spec, bright-yellow examples. Extremely Expensive Ronaldo just raised the bar for engagement rings – by 30 carats News Aggregation Team Friday, August 15, 2025 1:00 am https://managersofwealth.com/article/120190/ronaldo-just-raised-the-bar-for-engagement-rings-ampndash-by-30-carats Brett Afshar, founder of Queensmith, shares his take on the huge engagement ring seen on the finger of Ronaldo's now fiancée Extremely Expensive The Most Expensive Chardonnays of 2025 News Team Thursday, August 14, 2025 1:00 am https://managersofwealth.com/article/120187/the-most-expensive-chardonnays-of-2025 When it comes to this year's most expensive Chardonnays, there are few – if any – surprises. Extremely Expensive Update: Managing wealth through crisis and war News Team Wednesday, March 18, 2026 12:00 am https://managersofwealth.com/article/124003/update-managing-wealth-through-crisis-and-war How have markets responded to past geopolitical crises? What does this suggest for families' investment strategies? Research Brown Shipley: Entrepreneurs act early as tax changes approach News Aggregation Team Tuesday, March 10, 2026 12:00 am https://managersofwealth.com/article/123843/brown-shipley-entrepreneurs-act-early-as-tax-changes-approach The Budget confirmed that, from 6 April this year, dividend tax rates for basic and higher-rate taxpayers will increase by two percentage points. Research Women invest, but confidence holds them back, Rathbones study finds News Team Tuesday, March 10, 2026 12:00 am https://managersofwealth.com/article/123852/women-invest-but-confidence-holds-them-back-rathbones-study-finds Women are engaged and careful planners, but feel less confident taking investment decisions, Rathbones survey suggests Research UK Spring Statement 2026: Key analysis News Team Wednesday, March 04, 2026 12:00 am https://managersofwealth.com/article/123740/uk-spring-statement-2026-key-analysis We analyse the measures announced in the UK Spring Statement and how they could impact personal finances, investments and the wider economy. Research Why business owners’ biggest planning gap comes after the sale News Team Thursday, February 26, 2026 12:00 am https://managersofwealth.com/article/123655/why-business-ownersamprsquo-biggest-planning-gap-comes-after-the-sale The same data shows that 41% expect to sell within five years and another 20% within the following decade. Research Retaining talent and digital transformation are wealth managers’ top concerns News Aggregation Team Tuesday, January 27, 2026 12:00 am https://managersofwealth.com/article/123097/retaining-talent-and-digital-transformation-are-wealth-managersamprsquo-top-concerns WTW research highlights wealth managers top priorities and concerns for the coming year Research HSBC: Asia's Economy to Slow Due to Export, AI Worries News Aggregation Team Tuesday, January 20, 2026 12:00 am https://managersofwealth.com/article/122954/hsbc-asiaamp039s-economy-to-slow-due-to-export-ai-worries China will slow down from 4.9, 5 percent last year to about 4.6 percent this year, with deceleration anticipated elsewhere within the region Research The wealthy kids of property-rich U.K. parents get the highest-paying jobs, especially sons—and new research has revealed why News Aggregation Team Friday, January 16, 2026 12:00 am https://managersofwealth.com/article/122921/the-wealthy-kids-of-property-rich-uk-parents-get-the-highest-paying-jobs-especially-sonsampmdashand-new-research-has-revealed-why Now, new research shows that U.K. parents who reaped the rewards of the country’s housing boom three decades ago set their kids up for success down the line. Research Why Wealth Managers Should Think Differently About AI News Team Wednesday, January 07, 2026 12:00 am https://managersofwealth.com/article/122708/why-wealth-managers-should-think-differently-about-ai Advisers may benefit most from AI when they apply it to their core competency, such as proposal generation and personalized offerings, measuring their progress against their own goals rather than those of other segments. Research Three lessons from 2025 News Aggregation Team Tuesday, December 23, 2025 12:00 am https://managersofwealth.com/article/122594/three-lessons-from-2025 In keeping with annual tradition, our last article of the year features three lessons from 2025. We wish you a joyful festive period and a happy new year. Research New Report Reveals How The Ultra-Wealthy Will Travel In 2026 News Aggregation Team Tuesday, October 07, 2025 1:00 am https://managersofwealth.com/article/121154/new-report-reveals-how-the-ultra-wealthy-will-travel-in-2026 Findings show that high-net-worth individuals (HNWIs) are no longer satisfied with luxury for its own sake. Instead, they are pursuing exotic encounters, slowing down, and finding meaning. Executive Travel Summer Greetings From Greece’s Best-Kept Secret News Aggregation Team Monday, August 11, 2025 1:00 am https://managersofwealth.com/article/120107/summer-greetings-from-greeceamprsquos-best-kept-secret Not many tourists visit the island – compared to some other islands. Executive Travel 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 Intesa Sanpaolo Supporting the Energy Transition in the US News Team Monday, March 16, 2026 12:00 am https://managersofwealth.com/article/123946/intesa-sanpaolo-supporting-the-energy-transition-in-the-us The transaction will support the development of Big Muddy, a 124 MWdc solar plant located in Jackson County, Illinois. Planet SOS Investor climate concern high, but lack awareness of what funds are doing News Team Thursday, February 12, 2026 12:00 am https://managersofwealth.com/article/123386/investor-climate-concern-high-but-lack-awareness-of-what-funds-are-doing The desire to invest in a responsible and sustainable way from consumers is still very much present. Planet SOS Citi Appointed as Depositary Bank for Siemens Energy AG’s ADR Program News Team Monday, February 02, 2026 12:00 am https://managersofwealth.com/article/123194/citi-appointed-as-depositary-bank-for-siemens-energy-agamprsquos-adr-program Our deep capital markets expertise and extensive global network enable us to facilitate seamless access to global capital markets for issuers like Siemens Energy. Planet SOS Schroders Greencoat signs strategic MoU with leading battery maker CATL and Lochpine Capital on battery storage in Europe News Team Monday, February 02, 2026 12:00 am https://managersofwealth.com/article/123200/schroders-greencoat-signs-strategic-mou-with-leading-battery-maker-catl-and-lochpine-capital-on-battery-storage-in-europe The collaboration seeks to leverage the parties’ collective expertise in green energy infrastructure and technology Planet SOS 5 must-watch sustainable investing trends for 2026 News Team Friday, January 23, 2026 12:00 am https://managersofwealth.com/article/123028/5-must-watch-sustainable-investing-trends-for-2026 The year began with President Donald Trump withdrawing the US from the Paris Agreement, an action he swiftly followed by revoking environmental subsidies and regulations. Planet SOS Sustainable Finance: The Swiss Army Knife of the Financial Market News Aggregation Team Friday, January 09, 2026 12:00 am https://managersofwealth.com/article/122783/sustainable-finance-the-swiss-army-knife-of-the-financial-market The European Green Deal, launched just a year later, ramped expectations up even further. Planet SOS Investec arranges £80 million investment loan for office-led St. Pancras Campus News Team Thursday, December 18, 2025 12:00 am https://managersofwealth.com/article/122528/investec-arranges-amppound80-million-investment-loan-for-office-led-st-pancras-campus The new three-year facility refinances a development loan provided by Investec in 2021, following W.RE’s successful delivery of the scheme in 2024. Planet SOS Transforming CO₂ into raw materials and decarbonising industries: an encounter with Sarah Lamaison, co-founder of Dioxycle News Team Wednesday, November 26, 2025 12:00 am https://managersofwealth.com/article/122109/transforming-co%E2%82%82-into-raw-materials-and-decarbonising-industries-an-encounter-with-sarah-lamaison-co-founder-of-dioxycle Backed by Breakthrough Energy, the fund owned by Bill Gates, Dioxycle embodies a new generation of scientific entrepreneurs who are committed to the decarbonisation of heavy industry. Planet SOS Strategic: Go sustainable News Team Friday, November 21, 2025 12:00 am https://managersofwealth.com/article/122005/strategic-go-sustainable These topics align with the priorities driving the global sustainability transition, where investment momentum has been building. Planet SOS Most Institutional Investors Maintain Positive Outlook for Sustainable Investments News Team Friday, November 21, 2025 12:00 am https://managersofwealth.com/article/122011/most-institutional-investors-maintain-positive-outlook-for-sustainable-investments Morgan Stanley’s 2025 Sustainable Signals survey shows asset managers and asset owners expect growth in allocations to sustainable investments, with climate adaptation and resilience growing in prominence. Planet SOS JTC is an Official Partner of Burj2Burj 2026 News Team Thursday, December 18, 2025 12:00 am https://managersofwealth.com/article/122526/jtc-is-an-official-partner-of-burj2burj-2026 Over the course of the weekend, there will be a variety of exciting events on and off the course, making it an unforgettable experience that JTC is proud to be part of. Health & Wellness Longevity and health span: a new frontier for ESG investing News Aggregation Team Wednesday, November 19, 2025 12:00 am https://managersofwealth.com/article/121966/longevity-and-health-span-a-new-frontier-for-esg-investing These centenarians tend their gardens, walk to see friends and share daily meals rich in vegetables and laughter. Health & Wellness Apex Group partners with Slice Sports to redefine institutional sports investing News Aggregation Team Friday, October 03, 2025 1:00 am https://managersofwealth.com/article/121104/apex-group-partners-with-slice-sports-to-redefine-institutional-sports-investing Slice combines operator experience with disciplined investment rigor to unlock unique opportunities across the global sports landscape. Health & Wellness What is mental wellbeing fatigue and how can we address this in the workplace? News Team Thursday, September 25, 2025 1:00 am https://managersofwealth.com/article/120940/what-is-mental-wellbeing-fatigue-and-how-can-we-address-this-in-the-workplace World Mental Health Day 2025 falls on 10 October and will focus on sharing experiences of mental health and providing the space for people to talk about it and raise awareness. Health & Wellness Standard Chartered tackles financial wellness in new marketing campaign News Team Monday, September 01, 2025 1:00 am https://managersofwealth.com/article/120453/standard-chartered-tackles-financial-wellness-in-new-marketing-campaign Full-funnel campaign approach pilots new AI and data tools to drive personalisation, leveraging creator content through influencer collaborations Health & Wellness ‘Vivabalance’ employee wellbeing strategy launched News Team Wednesday, July 30, 2025 1:00 am https://managersofwealth.com/article/119897/amplsquovivabalanceamprsquo-employee-wellbeing-strategy-launched It was important for us to ensure that Vivabalance complemented the existing Saffery Trust brand. Health & Wellness HSBC Opens Health and Wellness Center in Singapore News Aggregation Team Monday, July 28, 2025 1:00 am https://managersofwealth.com/article/119846/hsbc-opens-health-and-wellness-center-in-singapore The new center will exclusively serve HSBC customers undergoing medical underwriting for their HSBC Life Singapore polices. Health & Wellness 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