Higher-rates will give investors ‘more choices’ as bonds become competitive with stocks in 2024
UHNW investors can take advantage of a 'once in a generation entry point' for bonds, while equities can provide a…
ByWealth management
For the top wealth managers, visit the Spear’s 500’s listings.
The UK’s best private banks: the exclusive institutions UHNWs trust with their money
The UK's top private banks offer a discreet and exclusive service to their super-rich clients, but a lot has changed in…
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Next-gen billionaires are breaking away from their family businesses as they inherit wealth
Billionaires who have inherited family wealth are more risk tolerant than their predecessors, while many are choosing to follow their…
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Private markets remain key to family office strategy despite dip in returns
Family offices plan to increase allocation to private markets as they seek greater diversification and higher return expectations, according to…
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Spear’s Awards 2023: Charlotte Bobroff wins UHNW Wealth Manager of the Year
Charlotte Bobroff, of J.P. Morgan Private Bank, was named UHNW Wealth Manager of the Year at the Spear's Awards 2023
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Exposure to equities leads to weaker third quarter for wealth managers
Investors with greater exposure to equities struggled in the third quarter, but performed more strongly than those relying on fixed-income…
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The best wealth managers in Monaco for ultra-high-net-worth clients
Spear's shines a light on three of the best wealth managers in Monaco, all of whom work with ultra-high-net-worth clients
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How the ‘rising generation’ of UHNWs will shape the future of wealth management
For the annual Family Barometer, Julius Baer surveyed wealth management advisers around the world on the behaviours of the next…
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Ex-RBC Wealth Management duo aim to shake-up industry with ‘value-driven’ advice firm for HNWs
Six Degrees, co-founded by Katherine Waller and Ollie Saiman, wants to 'bridge the HNW advice gap' by focusing on the…
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Choosing the right private client wealth management for you
Spear’s profiles the biggest and best-performing wealth management firms in the UK as global economic turmoil and high inflation hit…
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What is wealth management?
What do wealth managers do and how can they help HNW individuals maximise the efficiency of their investments?
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Inside the secret society of ‘progressive’ wealth advisers
Members of the Progressive Advisor Network guide the super-rich - but are keeping their affiliation secret from employers
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How and why wealth management could help you
Wealth management broadly refers to services that help you protect and grow your wealth. This guide will take you through…
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Private equity favoured by family offices, UBS report shows
Family offices are increasingly venturing into private equity, real estate and private debt, UBS’s influential annual report into the sector…
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Safe Haven: What it’s like to lose it all
Ruffer’s famously conservative approach to wealth management suits its head of UK wealth Luka Gakic, who has seen first-hand what…
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How to start a career in wealth management, according to experts
The barriers to starting a career in wealth management have always been exceedingly high, closing the industry off to a…
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How to manage sudden wealth, and avoid the pitfalls that may come with it
How should wealth managers navigate the pitfalls of sudden wealth? Chris Hawes explores the most important things to remember, according…
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Stanhope poaches Cambridge Associates London head
CEO Daniel Pinto says Alex Kershaw’s investment experience and diplomatic credentials will bring a ‘unique and invaluable’ perspective to Stanhope…
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