The importance of making an independent will
Being aware of the need for will instructions to be given freely and independently is key, writes Ann Stanyer From…
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Wealth Management
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Wealth Management
Latest changes to missing persons law ‘not perfect’
New legislation on missing persons is not perfect, but will provide welcome relief for those who discover a loved one…
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Cultural artefacts: To repatriate or not?
The debate about restitution of cultural heritage is continuing to evolve in Europe, Africa and in other regions whose cultural…
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‘Financial services are a public good’ – Labour’s Jonathan Reynolds on the City and Corbyn
Jonathan Reynolds is the man tasked with convincing the City that a Labour government under Corbyn wouldn’t kill the golden…
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Family wealth’s new seven year itch – report
Family wealth is changing as issues of succession planning and legacy mean ‘significant shifts’ happen every seven years thanks to…
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JP Morgan on taking a ‘back seat’ to exiting your business
Arun Kakar talks to the head of JP Morgan’s private bank about what to watch out for when stepping out…
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‘Nervousness and endless guessing’: Wealth managers reflect as recession fears loom
Wealth managers and private client specialists reflect on 2018 and look ahead to 2019, report Arun Kakar and David Dawkins…
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The Spear’s Review of 2018
Christopher Jackson looks back on a year of limbo in the UK, and chaos elsewhere – and seeks solace in…
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Daga v Daga: a warning to all gold-digger spouses
The Daga v Daga case is a salutary warning to all gold-digger spouses with mercenary intentions that there is no…
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Daniel Pinto joins ‘pioneer’ Martin Sorrell in $90m equity raise
Stanhope Capital’s Daniel Pinto tells David Dawkins that investment in Sir Martin Sorrell’s S4 Capital equity raise is part of…
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Bitcoin, blockchain and HNWs: Are family offices still ‘wanting to learn more’?
Senior Researcher David Dawkins tests the sentiment of blockchain ‘solutions’ ten years on from Satoshi Nakamoto’s Bitcoin whitepaper A true…
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Focus: How long has the US dollar got?
After more than 70 years, the dollar’s status as the world’s reserve currency is on borrowed time, writes Alec Marsh…
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World’s wealthy flock to alternative assets
New research show that alternative assets are set to rise – and HNWs are already on board, writes Arun Kakar…
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The $30tn Great Wealth Transfer can be an ‘evolution, not revolution’ – report
A report by Jersey Finance and Bedell Cristin reveals how global HNWs and their advisers can streamline the transition between…
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‘Bigger than ever’: The Spear’s 500 launches
The most comprehensive guide to the private client world will be celebrated alongside the City’s most luminous stars at the…
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So how should footballers manage their millions?
News that nearly 200 professional footballers are being investigated by the HMRC flags up the need for improved financial management…
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Spear’s Briefing: Exploring the benefits of impact investing
The latest Spear’s Breakfast Briefing tackled impact funds –what they are, what they aren’t, and why we should all care.…
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St James’s knocks it out the park with £100bn AuM
Giant British wealth manager crosses the £100 billion mark while Lloyds and Schroders join forces, reports Arun Kakar St James’s…
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‘Lazy’ Lehman coverage unhelpful as wealth managers prepare for ‘2020 recession’
After a weekend spent picking over the bones of Lehman’s demise, David Dawkins speaks to the industry about what went…
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Spear’s Briefing: How ETFs can help build compelling portfolios
The latest Spear’s breakfast briefing took on the billion dollar-a-day business of ETFs, and found out why they’re now known…
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