Washington state’s millionaires face income levy in global test case
Washington state has approved its first ‘millionaires tax’, imposing a 9.9 per cent levy on income above $1 million
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AI fuels fortunes of world’s growing billionaire class
With more billionaires than ever, AI technology has played a key role in generating the wealth of some of the…
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UHNW entrepreneurs lag behind in building personal wealth, UBS finds
Entrepreneurial mindset drives founders to prioritise company growth over personal wealth, report finds
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WTS UK: Ex-EY exec takes on Big Four with EQT-backed, AI-driven tax firm
Former EY executive Jeff Soar has launched WTS UK with backing from EQT Partners, aiming to challenge the Big Four…
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Switzerland scraps ‘marriage penalty’ tax in landmark referendum
The shift to individual taxation could increase tax bills for some of the highest-earning households
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Barclays Switzerland hires former HSBC executive as CEO
Former HSBC executive John Shipman will take the reins of Barclays Bank (Suisse) SA’s Geneva office only weeks after the…
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Advisers urge early planning despite Spring Statement calm
Experts from the Spear's network weigh in on a statement more notable 'for what it didn't include than what it…
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The world’s oldest family-owned bank has appointed a new CEO
C. Hoare & Co., the 353-year-old Fleet Street private bank, has named former Boston Consulting Group adviser Simon Kenyon as…
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Heirs apparent: When legacy becomes reputational capital
In the age of inheritocracy, a family name can be its greatest asset or its greatest liability. The difference lies…
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Weathering the billionaire backlash
Billionaires are already at risk of public disapproval, and that risk will only get more severe, says Pepper Culpepper. So…
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Who is Matt Mahan, the California governor hopeful backed by tech billionaires?
As California heads into a pivotal 2026 election amid fears over a proposed ‘billionaire tax’, Silicon Valley is rallying behind…
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What is Altruist? The AI start-up shaking up wealth management in Britain
Los Angeles-based start-up Altruist launched an AI-powered tax planning feature within its Hazel platform that it claims can generate fully…
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Schroders to be bought by Nuveen in £9.9bn deal, creating major global fund manager
Schroders has agreed to a £9.9 billion cash takeover by US asset manager Nuveen, ending more than 200 years of…
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Beyond the mortgage: how private banks structure debt for ultra-wealthy clients
For ultra-high-net-worth individuals, borrowing is rarely about affordability. It’s a question of strategy
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NatWest to buy UK wealth manager Evelyn Partners for £2.7 billion deal
By acquiring Evelyn Partners, UK banking giant NatWest Group is set to more than double its private wealth division
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Experts warn HNWs to prepare as HMRC intensifies inheritance tax probes
As the remit of inheritance tax is set to cover farms and businesses from April this year, HMRC are expected…
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The global machine that washes the world’s dirty money
Crusading financial journalist Oliver Bullough may be a little obsessive, but his concerns about global money laundering are well founded,…
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Should SpaceX belong on your strategic watchlist?
As Elon Musk's aerospace manufacturing firm SpaceX is set to go public after a merger with the billionaire's AI business,…
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Permira chair moves to Switzerland as wealthy executives rethink residency strategies
Following the latest high-profile move, Spear's maps the ultra-wealthy who have left the UK since 2024 - and their chosen…
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Family offices chase AI but governance and infrastructure lag
While AI tops investment priorities, most families have little or no exposure to the assets and infrastructure needed to support…
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