Wealth managers must embrace AI as industry warned over complacency
The latest EY Global Wealth Research report finds wealth management increasingly redefined by rising client expectations, greater fragmentation, mounting pressure…
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Wealth Management
Eight reasons to invest in forestry
Branching out: from flexibility to CGT and IHT relief, there are eight very good reasons to invest in forestry
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The human angle of succession
Succession planning is more than just a financial exercise – getting the human element right may be even more crucial
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The murkier side of private markets
The rebellious French professor who is taking aim at the shadier practices of the world of private markets
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How expensive are hedge fund fees, really?
From the magazine: New data has reopened the debate on hedge fund fees, just as the industry's fortunes were looking…
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A career of two halves: former Manchester United goalkeeper Anders Lindegaard on his new role at UBS
Former Manchester United goalkeeper Anders Lindegaard is bringing his unique experience to wealth management in the hope of helping other…
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The renaissance of St. James’s Place?
From the magazine: St. James’s Place might just be the Lazarus of wealth management. Its CEO Mark FitzPatrick on how…
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So, you’re going to be rich, what do you do now? Experts on how to handle a liquidity event
Top advisers to billionaires share their wisdom on how to manage a major 'liquidity event' such as selling a business…
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Biggest negative sentiment swing for 15 years as wealth managers reduce US exposure
The ARC Market Sentiment Survey reveals a cautious tone with one in three wealth managers reducing exposure to US in…
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How high earners can reduce their UK tax bill in 2025
Strategic tax management ensures that wealth is passed on efficiently while minimising liabilities. Spear's experts explore key tools for reducing…
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Inheritance tax racks up another record take
Inheritance Tax receipts hit a record £7.6 billion in the first 11 months of 2024/25, exceeding last year’s total with…
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How to invest in the defence industry with ETFs
The defence industry is continuing to experience increased attention with a growing number of ETFs having been launched in recent…
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Len Blavatnik: Family offices ‘should invest’ to power growth of UK life sciences sector
Philanthropists and family offices have a vital role to play by seizing the high-risk, high-reward opportunities that can lead to…
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Does succession have to be fair and equal? How to divide an estate without family infighting
As the recent Murdoch drama shows, family business succession planning is a delicate balance of legal, financial, and emotional considerations.…
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Revealed: the best citizenship options to secure your child’s future success
The 2025 Henley Opportunity Index highlights how investment-based residence and citizenship, combined with premium education, can enhance career prospects, earning…
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Why private capital can help solve ‘world’s most pressing problems’
A new report identifies four key areas where private capital can help to advance social progress
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Schroders names former J.P. Morgan UK private banking boss Oliver Gregson as in-coming wealth CEO
Gregson will succeed Mary-Anne Daly and will leverage his extensive industry experience to lead UK and international expansion
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Investors bullish on fixed-income hedge funds
The growing institutional interest in fixed-income hedge funds underscores the broader trend of investors seeking resilient, high-performing strategies in a…
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Trust issues: what wealthy families can learn from the Earl of Yarmouth’s £85 million estate row
A family’s bitter court battle over their £85 million estate raises complex inheritance disputes and governance challenges
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Family office con man’s rehabilitation faces setback
Anthony Ritossa’s family office conference series was on hold for almost two years following allegations he had misled attendees, been…
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