What is Altruist? The AI start-up shaking up wealth management in Britain
Los Angeles-based start-up Altruist launched an AI-powered tax planning feature within its Hazel platform that it claims can generate fully…
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Wealth Management
Beyond the mortgage: how private banks structure debt for ultra-wealthy clients
For ultra-high-net-worth individuals, borrowing is rarely about affordability. It’s a question of strategy
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NatWest to buy UK wealth manager Evelyn Partners for £2.7 billion deal
By acquiring Evelyn Partners, UK banking giant NatWest Group is set to more than double its private wealth division
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Experts warn HNWs to prepare as HMRC intensifies inheritance tax probes
As the remit of inheritance tax is set to cover farms and businesses from April this year, HMRC are expected…
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Family offices chase AI but governance and infrastructure lag
While AI tops investment priorities, most families have little or no exposure to the assets and infrastructure needed to support…
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What EQT’s £2.75 billion deal for British Coller Capital tells us about private equity in 2026
As private equity giant EQT acquires British secondaries firm Coller Capital in a multi-billion-pound deal, how popular are these private…
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Record gold and silver prices signal a new era for wealthy investors
Gold has surged past $5,000 an ounce and silver over $100, driven by investor demand amid political and economic uncertainty
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How the largest global wealth manager is redefining innovation at scale
Spear's award winner 2025: Despite its 163-year history, UBS continues to push the boundaries of modern wealth management
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The costly consequences of poorly drafted family trusts
While family trusts can be an invaluable tool when planning the future of an estate, when poorly-drafted, they can also…
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Charlie Hoffman on building a $20 billion client book – and never settling for less than the extra one per cent
Spear's award winner 2025: For Charlie Hoffman explains what sits at the heart of his approach to UHNW wealth management
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Lessons for UHNWs from the Brooklyn Beckham family dispute
As the Beckham family feud dominates headlines, experts tell Spear’s how high-profile families should – and shouldn’t – manage disputes…
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What the ultra-rich can expect at Davos 2026
As world leaders from politics, business and finance convene for this year’s World Economic Forum, what should the ultra-rich be…
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Will California’s ‘billionaire tax’ trigger an UHNW exodus? Wealth managers weigh in
With Californian billionaires potentially facing a five per cent wealth tax from November 2026, could an exodus of the ultra-wealthy…
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Succession planning in the GCC: Experts warn families can no longer afford to delay
A panel at the Spear’s Summit warned that as the GCC enters a historic wealth transfer – delayed succession planning,…
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Abu Dhabi’s family office boom: why the emirate is attracting active global investors
Industry leaders at the Spear’s Summit examined how Abu Dhabi’s family office ecosystem is evolving from structure to substance
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Christmas dinners can spark family feuds over fortunes, experts warn – here’s how to avoid the drama
Advisers from the Spear’s network weigh in on navigating festive dinners when inheritance and money are on the table
By UHNW families prioritise values over inheritance
As the Great Wealth Transfer gathers pace over the next two decades, it seems the most valuable inheritance for many…
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Taylor Wessing UK merges with US law giant – here’s what it means
Winston Taylor will offer one point of contact for complex UK-US business and personal wealth matters
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Barclays tipped to bid for Evelyn Partners – experts weigh in
Analysts discuss the strategic significance of Barclays potentially acquiring Evelyn Partners
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Hermès heirs’ family office Krefeld prepares to expand beyond luxury holdings
Europe’s richest family to diversify assets via new family office offshoot, filings reveal
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