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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Wealth Management
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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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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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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The best wealth managers in Monaco for ultra-high-net-worth clients
Spear's shines a light on three of the best wealth managers in Monaco, all of whom work with ultra-high-net-worth clients
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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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Partner content
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…
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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Private markets: should individual investors take the plunge?
The democratisation of private markets will open up a world of opportunities for individual investors – but there is risk,…
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How ‘intro-fluencers’ are looking to profit from family offices
The opacity of family offices has created a new breed of networker. Are they as connected as they claim?
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The rise of the centi-millionaires: new class of super-rich emerges as population doubles in two decades
The 2023 Centi-Millionaire Report found this fast-growing global elite of super-wealthy individuals has grown 12% in a year, with US…
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Green tech surge will fuel ‘big profits’ for investors, says Lombard Odier
Managing partner Jean-Pascal Porcherot told a Geneva conference that investment in electrification will give rise to innovative – and lucrative…
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Staying the course: Nicolas Mirabaud on how the venerable Swiss family firm is adapting to the 21st century
Mirabaud, one of the grand old names of Swiss banking, is adapting with the times while keeping the family ethos…
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Family office investors favouring ‘passion assets’ in volatile times
Potential for profit can be just as important as personal passion when investing in luxury assets such as wine and…
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US UHNWs paying more to attract top family office talent
Fight for the best family office talent in an increasingly small and professional pool is driving up pay and bonuses
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The best tax, structuring and offshore experts for high-net-worth individuals in 2023
Part of the Spear’s Tax and Trusts index Offshore experts can assist high-net-worth individuals with a number of financial, investment…
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The best tax and trust barristers for high-net-worth individuals in 2023
Welcome to the Spear's index of the best tax and trusts barristers
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The best contentious trust lawyers for high-net-worth individuals in 2023
Welcome to the Spear's guide to finding the best contentious trust lawyers in 2023
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