Metro Bank co-founder reveals name of new family office lender
Anthony Thomson, the serial entrepreneur behind Metro Bank and Atom Bank, has revealed the official name of his new family…
By
Wealth Management
Latest in
Wealth Management
What Warren Buffett’s succession plan at Berkshire Hathaway can teach family offices
Warren Buffett’s carefully planned succession at Berkshire Hathaway shows how foresight, trust and clear governance can preserve a founder’s legacy
By
‘The new fabric of the private markets’: KKR and Apollo among firms to launch on investment platform
Firms can use the platform to support wealth managers in expanding private markets to individual investors
By
Hot Leeds: Yorkshire hub is new magnet for wealth management
While some would regard Manchester as the crown jewel of the North, Leeds is making a strong case for itself…
By
AI simulation set to take wealth managers and family offices from the ‘age of guessing’ to the ‘era of knowing’
Whether it’s predicting reactions before a board meeting or refining how to announce decisions to family members, AI simulations are…
By
Five key takeaways from J.P. Morgan’s conversations with the world’s wealthiest families
The world’s billionaires are shifting from passive wealth preservation to active influence, J.P. Morgan’s new report finds.
By
Davos in the Desert: AI, energy and Saudi’s changing role
The annual FII conference in Riyadh has become a bellwether for both Saudi Arabia and the global economy
By
Mike Tiedemann: CEO of $88bn MFO Alti Tiedemann on growth, AI and the strength of institutions
The publicly listed multi-family office has grown significantly in recent years. The man at the helm says it remains focused…
By
Family office conflicts surge as wealthy clans grapple with two major challenges
Family office professionals report an increase of conflict within their firms, according to a report from Standard Chartered Global Private…
By
JP Morgan: Alternatives key to future-proof family office portfolios
At JP Morgan’s 2026 Long-Term Capital Market Assumptions (LTCMAs), it was revealed that having a chunk of investments in alternative…
By
Women lead the way as family businesses set for record growth worldwide
Family businesses are on the rise. After growing eight per cent in 2024, they are projected to hit 12 per…
By
Britain’s farmers face grim new inheritance tax reality
The chancellor’s attack on inheritance tax relief for farmers caused panic last autumn. Now the crop dust has settled somewhat,…
By
Dollar depreciation a leading concern as family offices bet on cash, gold and crypto
There's been a shift in the way family offices in the US are approaching investments in 2025 - offset by…
By
Inside Lombard Odier’s new Herzog & de Meuron-designed headquarters
A new HQ on the shores of Lake Geneva will accomodate 2,000 of the 229-year-old private bank's staff
By
The Spear’s Tax & Trust Indices 2025
Welcome to the Spear's rankings of the finest tax advisers and lawyers working with wealthy clients around the world
By
Stephen Lansdown’s Opera acquires Accuro, bolstering wealth management supergroup
A shakeup in the world of private wealth
By
The new establishment: how Gen Z, Millennials and Gen X will command 80 per cent of ultra-wealth
The future face of fortune is younger, digitally-native, and has different priorities
By
Ultra-wealthy boom: US dominates as super-rich numbers soar
The US is now home to 38% of the world's ultra-wealthy, a share greater than all other top 10 countries…
By
Family offices upbeat on returns as they brace for global shocks
Family offices managing a combined $727 billion are increasing exposure to private equity as they manoeuvre to see off headwinds,…
By
What the Murdoch succession saga teaches elite families about wealth and power
The Murdoch succession saga reveals the hidden complexities of passing on vast family wealth. As Lachlan Murdoch takes control of…
By
