WHAT’S UP
The week, distilled
UHWNI
Thanks to AI’s explosion, sizzling markets and favorable fiscal policies, a record 3,428 entrepreneurs, investors and heirs made this year’s Forbes’ World’s Billionaires list, 400 more than in 2025.
#wealthranking #billionaire #wealthcreation #tech
WEALTH MANAGEMENT
As family offices represent an growing source of private market capital, the FINTRX Family Office Industry Report provides an analysis of asset-class preferences, direct investment activity, and geographic distribution.
#familyoffice #directinvestment #realestate
PURPOSE
UHNW women are rapidly reshaping global philanthropy, driving record levels of giving and redefining what meaningful donor engagement looks like. Learn how shifting wealth dynamics and evolving donor expectations are changing fundraising strategies.
#philanthropy #women #capitalism
INVESTMENT
The New York Stock Exchange is partnering with Securitize to launch a blockchain-based platform for tokenized stocks, enabling 24/7 trading and instant settlement marking a major step toward rebuilding traditional market infrastructure on-chain.
#stockinvesting #tokenization #defi
EDUCATION
The Henley Education Report 2026 features The Opportunity Index, which reveals the compound returns of premium education and global access secured through residence and citizenship programs.
#education #opportunity #migration
LIFESTYLE
Is luxury getting overcrowded? Luxury hospitality is losing its edge as premium hotels close the gap, forcing top-tier brands to compete on distinctive experiences and identity, not just prestige.
#luxuryhospitality #industryshifts #commoditisation
WHAT’S THAT
This week’s visual clue.
CFA Institute - Next-Gen Investors
A Guide for Wealth Managers and Financial Advisers
Drawing on survey data from more than 2,400 mass affluent, HNWI and UHNWI across six major wealth markets (Canada, India, Singapore, the United Arab Emirates,
the United Kingdom, and the United States), the report explores how young
investors behave when making investment decisions, the products and
platforms they trust, and the new role that advisers can play in appealing to
these clients. The findings show that although the desire for advice remains
strong, the ways in which young investors seek that advice, as well as the inputs
shaping their decisions, are both changing.
Relative Importance When Making Investing Decisions
WHAT’S ON
This week’s pick of entertainment
ATTEND
Palm Beach International Boat Show
March 25th-29th
Since 1982, the PBIBS has established itself as one of the most important shows in the US, both a showcase for the industry and a regional economic driver. With more than $1.2Bn worth of yachts and accessories on display, from tenders to superyachts, the 2026 edition is set to be one of the most significant to date.
ATTEND
ArtBasel Hong Kong
March 27th - 29th
Since its 2013 debut, Art Basel Hong Kong has grown into a key expression of Hong Kong’s rise as a global contemporary art hub. With 240 galleries from 41 countries, largely focused on Asia-Pacific artists, the fair reflects the city’s strengths in logistics, connectivity, and a rapidly expanding cultural ecosystem.
WHAT ELSE
Wealth, off duty.
The Story of Charvet (Or, How to Keep Luxury Quiet) - VANITY FAIR
In the Footsteps of Andy Warhol & Timothy Leary: A Visit to Rolf Sachs’ “Olympiahaus” - HIGH SNOBIETY
From the archives - The Texas Moon, and Elsewhere - THE ATLANTIC
What it’s like to live in one of Sir John Vanbrugh’s masterpieces - FINANCIAL TIMES
