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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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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Family office report: Repositioning investment portfolios to preserve wealth
The recent trends emerging within family offices – from how they are operating and investing to how they are preparing…
UK supercar sales in the slow lane as luxury market feels impact of high interest rates
After years of growth, the number of supercars on Britain's roads has stalled as rising interest rates drive a slowdown…
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Are advanced fee payment schemes a way to avoid Labour’s proposed private school VAT levy?
Sir Keir Starmer hopes to raise about £1.6 billion a year by removing the VAT exemption for private schools. Some…
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How should UHNWs protect against the risks of AI?
As Rishi Sunak convenes a global summit on AI safety, experts share advice on steps UHNWs can take to protect…
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What is succession planning? How to pass on wealth, control and knowledge to the next generation
The questions of how and when to pass the torch to the next generation loom large over many families. Effective…
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Billionaires must pay global minimum tax rate: economist Joseph Stiglitz leads calls for measure which could ‘generate $250 billion’
The Global Tax Evasion 2024 report, published by the EU Tax Observatory, suggests setting a 2 per cent rate for…
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Could this Macallan 1926 really become the most expensive whisky ever sold? Experts unbottle their opinions
The auction of a rare Macallan 1926 at Sotheby's London next month will attract global interest from buyers still riding…
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