Brace yourself, 2024 could be a wild ride*
*If these 'outrageous predictions' from Saxo Bank come true
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Wealth
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Wealth
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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COP28 ‘buzz’ brings issue of ESG investing to the fore for UHNWs in the UAE
A ‘positive momentum and buzz’ around the COP28 summit in Dubai is set to ‘spill over to investors in the…
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Worried about children-in-law inheriting your wealth? This is how to avoid it
When an inheritance becomes matrimonial property then how can your assets be ring-fenced for your child’s benefit on your death?
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Abu Dhabi’s ascension: hedge funds invest as UAE cements reputation as global hotspot
Brevan Howard has announced an Abu Dhabi expansion – days after TCI confirmed a new office in the growing hedge…
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‘Disruptive’ tech, Asian markets and US equities to create opportunity for UHNWs in 2024, says HSBC Global Private Banking
Wealthy investors can cope with increased global volatility through careful strategic decisions, HSBC’s Willem Sels tells Spear's
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Warren Buffett says ‘being rich doesn’t make you evil’ but restates criticism of ‘dynastic wealth’ in rare letter to shareholders
The legendary investor and one of the world's richest people, Warren Buffett, presses on with his plans to give away…
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Private Client Accountant of the Year: BDO’s Dawn Register takes home the prize
Introducing the winner and finalists for the Private Client Accountant of the Year Award, in association with St. James's Place…
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Ross Elder wins HNW Wealth Manager of the Year at Spear’s Awards 2023
Introducing the finalists for the HNW Wealth Manager of the Year Award, in association with August
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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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Autumn statement: absence of widely-anticipated inheritance tax changes means HNWs face pre-election ‘uncertainty’
While changes affecting HNWs were noticeably absent from the autumn statement, a policy change on IHT could come later from…
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Family offices ride out turbulent third quarter without a retreat to cash
Family office investors defied expectations of a retreat to cash as investors increased their exposure to equities and fixed income,…
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Shakira tax fraud case highlights perils of cross-border tax requirements for ‘nomadic’ UHNWs
Shakira settled a €14.5 million bill in Spain that hinged on where the singer lived during the disputed period. It's…
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Private members’ network for UHNWs is coming for British millionaires
Tiger 21, an exclusive club that helps the wealthy grow their money, build on their success and navigate the challenges…
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EY’s Janet Truncale to become first woman to lead a Big Four firm
Janet Truncale will succeed current EY global chair and CEO Carmine Di Sibio, who steps down on 1 July 2024
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Are UHNW families too discreet for their own good?
A report by Stonehage Fleming has found that the world’s wealthiest families lack formal procedures around reputation management and on…
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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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Christie’s New York defies sluggish art market with $864 million Fall Marquee Week
Major artworks from 20th-century blue-chip masters went under the hammer during New York's glittering marquee week
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The Fund: the secrets behind the world’s largest (and weirdest) hedge fund
New York Times journalist Rob Copeland's gripping book exposes the cult-like culture at Ray Dalio's Bridgewater Associates
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How to prepare your taxes for 2024 if you’re a HNW
Tax advisers tell Spear’s how HNWs can get their affairs in order before the 31 January self assessment deadline and…
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