Stephen Lansdown’s Opera acquires Accuro, bolstering wealth management supergroup
A shakeup in the world of private wealth
ByWealth management
For the top wealth managers, visit the Spear’s 500’s listings.
What the Murdoch succession saga teaches elite families about wealth and power
The Murdoch succession saga reveals the hidden complexities of passing on vast family wealth. As Lachlan Murdoch takes control of…
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Stonehage Fleming and Stanhope to be acquired by Miami-based Corient to create world’s ‘largest independent wealth adviser’
Storied London firm with 150-year history and the fiercely independent Stanhope are to be acquired by fast-growing US business Corient,…
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The murkier side of private markets
The rebellious French professor who is taking aim at the shadier practices of the world of private markets
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Family office gold rush in Hong Kong
For more than 100 years, Hong Kong has been a leading international hub for family wealth in Asia. This vibrant…
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 carried interest and how will Labour’s plans affect private equity executives?
Plans by the new chancellor, Rachel Reeves, for higher taxes on 'carried interest' profits made in the private equity sector…
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Report: 10 resolutions for wealth management success
EY Global Wealth and Asset Management group’s 2024 outlook report presents 10 ‘resolutions’ that leaders and organisations should adopt in…
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Sackville Capital dives into private markets with new hire and Middle East expansion
London investment manager Sackville Capital has pivoted away from public markets
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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…
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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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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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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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