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…
By
Wealth
Latest in
Wealth
Charlotte Bobroff: from rising star to UHNW Wealth Manager of the Year
Spear's Awards 2023 winner: Charlotte Bobroff, head of J.P. Morgan Private Bank's UK consumer and retail team, won UHNW Wealth…
By
HNW Wealth Manager of the Year Ross Elder on being ‘the best, not the biggest’
Spear's Awards 2023 winner: Ross Elder won HNW Wealth Manager of the Year, in association with August
By
Tradition and innovation create winning formula for Weatherbys, the Private Bank of the Year (UK)
Spear's Awards 2023 winner: Weatherbys Private Bank embraces innovation while staying true to the importance placed on human relationships
By
The new face of Saudi Arabia
From the magazine: The kingdom is embarking on an epically ambitious social and economic revolution, writes John Arlidge from Riyadh
By
City billionaire Michael Spencer appoints third family office CEO in 12 months
Lord Spencer, a Conservative Party supporter and City grandee, has tapped up Seth Johnson
By
Family offices: is the private equity party over?
From the magazine: Higher rates are forcing family offices to reassess, writes Annamaria Koerling
By
How the rich and famous fell for Miami
From the magazine: Jeff Bezos’s $79m mansion made headlines, but he’s not the only member of the private-jet set to…
By
Millionaires call to be taxed more in open letter to Davos leaders
Campaign spearheaded by Patriotic Millionaires has a simple request for world leaders: 'tax us, the very richest in society'
By
Why HNWs must act now to fight the rise of disinformation
The growing web of disinformation and misinformation has been identified as a greater short-term threat than climate change, finds a…
By
Sotheby’s taps up former private client lawyer for European leadership role
Julian Washington brings his experience as a private client lawyer and in wealth management business development to the auction house
By
Sackville Capital dives into private markets with new hire and Middle East expansion
London investment manager Sackville Capital has pivoted away from public markets
By
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
By
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…
By
What does 2024 hold for family wealth?
Clare Anderson, UK Head of Schroders Family Office Service, shares her predictions for the year ahead
By
LGT Wealth Management announces 11 new partners to end year of growth
Appointments include four senior figures at the recently acquired Abrdn Capital
By
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
By
‘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…
By
Could HMRC’s ‘side-hustle’ crackdown impact HNWs?
The sale of luxury goods on second-hand online marketplaces could come under scrutiny
By
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…
