How the great wealth shift has evolved family offices
An estimated $4 trillion will be transferred to the new generation of entrepreneurs and investors within the next decade, and…
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Wealth Management
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Wealth Management
BlackRock backs equities in bullish 2017 outlook
The world is but ‘mid-way’ through the current economic cycle with plenty of puff left in the global economy pronounced…
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Canada’s Canaccord Genuity gobbles up Hargreave Hale in £80m deal
Canaccord Genuity has bought the UK wealth manager Hargreave Hale in a deal worth up to £80 million to form…
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The rise and rise of private equity
In a world of low returns, discerning HNW investors are turning to the fast-moving universe of private equity investments, writes…
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Banker bites: Peter Gale of Hoare’s bank
Spear’s hears from Peter Gale, senior private banker and head of entrepreneurs at C Hoare & Co How have the…
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FCA report offers light relief in City
The UK financial regulator has unveiled its conclusions into a two-year long investigation of the £7 trillion asset management industry…
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London’s financial crown is safe — for now
London’s status as financial capital of the world is safe – at least for now, according to our exclusive survey…
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Revealed: Britain’s Top 100 Wealth Managers of 2017
With some £240 billion in AuM across 52 firms, there are new entrants to the Top 10 of both the…
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Why January is ‘big-bang’ for the wealth management industry
With transparency regulation is fast approaching, the wealth management industry has tough questions to answer, writes Matthew Hardeman Ask any…
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SFO swoops on Barclays
Charges against Barclays and four former senior executives will help the world move on from the devastating effects of the…
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Is the Bank of England changing its mind on interest rates?
The Bank of England Monetary Policy Committee came close to deadlock on interest rates yesterday, and change is in the…
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The changing landscape of private wealth
There’s been a seismic shift in the regulatory landscape for international HNWs, and the industry needs to adapt, writes Robert…
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Henley & Partners and Thailand Elite: Launch of the Global Cooperation regarding the Thailand Residence Program
Henley & Partners, the global leader in residence and citizenship planning, is hosting an exclusive event to promote the Thailand…
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Experienced hands launch London’s newest private office
London’s newest private office has just opened its doors with heavyweight backing, reports Matthew Hardeman City stalwarts Adam Wethered, William…
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Interview: Michael Maslinki, the wealth manager with the polo bug
Having played a major role in the rise of wealth management, Spear’s Outstanding Achievement Award winner cautions on liquid assets,…
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How AI could transform wealth management
Similar to ATMs – unveiled 50 years ago – which revolutionised banking, AI is going to transform wealth management, writes…
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How to preserve the value of your enveloped property
With HMRC increasing its revenue from tax avoidance investigations, Thomas Adcock suggests looking at traditional tax planning methods instead for…
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Revealed: the Spear’s Property Advisers Index 2017
Spear’s unveils the biggest names in prime property in 2017, after a bruising year of survival of the fittest, says…
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Welcome to a new era of inflation
HNWs need to re-think their investments to keep their heads above a rising tide of inflation. Matthew Hardeman reports The…
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Come the revolution, is New Zealand your banker?
A wave of UHNW ‘survivalists’ are being drawn to New Zealand’s rich, unspoiled backwoods, but London is a better bet,…
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