Are HNW wealth managers wading into an ‘administrative nightmare’?
Consumer Duty and CGT changes could create major challenges for managers who want to give clients value for money
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Wealth
Is this the death of Davos?
The World Economic Forum returns to Davos from 14-19 January. But has the shine faded from the once great gathering…
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What does 2024 hold for family wealth?
Clare Anderson, UK Head of Schroders Family Office Service, shares her predictions for the year ahead
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LGT Wealth Management announces 11 new partners to end year of growth
Appointments include four senior figures at the recently acquired Abrdn Capital
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C. Hoare & Co. appoints 10th generation family member as newest partner
Abigail Malortie, a descendant of founder Sir Richard Hoare, is the 51st partner of the UK's oldest privately-owned bank
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‘Super donors’ cross political aisle to support Labour party
Private wealth is more influential than ever in political campaigns. Spear’s meets two UHNWs making the move to support Sir…
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Could HMRC’s ‘side-hustle’ crackdown impact HNWs?
The sale of luxury goods on second-hand online marketplaces could come under scrutiny
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Partner content
Working with the next generation: the changing expectations of the private client community
Robert Moore, Director – UK at Jersey Finance, recently invited a group of London-based intermediaries to discuss and debate how…
Wealth advisers predict global private equity bounceback driven by UHNW investors
After signs of a sluggish 2023 for PE funds and M&A activity globally, there are signs of optimism for 2024
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UHNWs brace for tax reform in election year
Non-dom status and IHT are set to be front and centre on the political stage. Tax advisers share how clients…
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What to expect from Davos 2024
The World Economic Forum is returning to Davos this month. From AI to global security, what are the key themes…
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Tax in 2023: pre-empting Labour policies, ‘tax-fluencers’ and more bureaucracy than ever
International UHNWs are facing the end of the non-dom regime, as well as possible changes to VAT, inheritance tax, and…
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Wealth management in 2023: De-banking, the ‘great wealth transfer’ and the rise of the centimillionaires
As wealth managers grappled with increasing volatility, 2023 saw the continued growth of wealth management services across the UAE and…
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The billionaire class of 2023: who are the biggest winners and losers?
Succession planning, damning investigations and a European boom shaped the billionaire landscape this year – but who came out on…
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‘One of the masters of our times’: Nick Foulkes remembers his friend Thierry Despont
Nick Foulkes reflects on the loss of his friend Thierry Despont, who died in August
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The rise and rise of the chief of staff
From the military to Silicon Valley – and beyond – the chief of staff role is becoming increasingly common in…
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Do you need a financial adviser?
Consulting a financial adviser is the key to making the best and most fruitful decisions with your capital. But when…
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Is this how to save the non-dom regime?
The non-dom regime has become a charged political issue. In a new report, Withers law firm suggests six changes that…
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Financial advisers are failing the rising generation of HNW philanthropists
A lack of experience and education means financial advisers are failing to meet the needs of the next generation of…
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Acceptance in Lieu: when offsetting inheritance tax is a work of art
The recent donation of an Apollo bronze to the Fitzwilliam Museum, Cambridge, shines a light on a valuable tax tool…
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