The challenge of ‘consumer duty’
From the magazine: The FCA’s new regulations have made wealth management firms ask serious questions of themselves
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Wealth Management
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Wealth Management
Five forces shaping private equity for UHNWs in 2024
The advent of new investment funds and better education has opened the door to private equity for UHNWs
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Family offices place more value in outsourcing
With an eye on the future, family offices are looking to balance enhancing operational performance with protecting the family legacy
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Family offices to allocate more to alternative investments in 2024, report finds
Family offices are going on the offensive and planning to put more of their money to work in alternative investments,…
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Exposure to risk leads to healthy 20-year returns for HNW investors
Investors were rewarded for taking on risk over two decades despite periods of economic turmoil data from ARC indices shows
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A rising tide: how Vanguard is making its presence felt in the UK
Vanguard’s ‘passive’ investing approach made it a big hitter in the US. But there could be choppy waters ahead
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Report: 10 resolutions for wealth management success
EY Global Wealth and Asset Management group’s 2024 outlook report presents 10 ‘resolutions’ that leaders and organisations should adopt in…
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Charlotte Bobroff: from rising star to UHNW Wealth Manager of the Year
Spear's Awards 2023 winner: Charlotte Bobroff, head of J.P. Morgan Private Bank's UK consumer and retail team, won UHNW Wealth…
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HNW Wealth Manager of the Year Ross Elder on being ‘the best, not the biggest’
Spear's Awards 2023 winner: Ross Elder won HNW Wealth Manager of the Year, in association with August
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City billionaire Michael Spencer appoints third family office CEO in 12 months
Lord Spencer, a Conservative Party supporter and City grandee, has tapped up Seth Johnson
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Family offices: is the private equity party over?
From the magazine: Higher rates are forcing family offices to reassess, writes Annamaria Koerling
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Sackville Capital dives into private markets with new hire and Middle East expansion
London investment manager Sackville Capital has pivoted away from public markets
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Are HNW wealth managers wading into an ‘administrative nightmare’?
Consumer Duty and CGT changes could create major challenges for managers who want to give clients value for money
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LGT Wealth Management announces 11 new partners to end year of growth
Appointments include four senior figures at the recently acquired Abrdn Capital
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Partner content
Working with the next generation: the changing expectations of the private client community
Robert Moore, Director – UK at Jersey Finance, recently invited a group of London-based intermediaries to discuss and debate how…
Do you need a financial adviser?
Consulting a financial adviser is the key to making the best and most fruitful decisions with your capital. But when…
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Top hedge fund investment tips for 2024, according to insiders
Here are the stocks leading hedgies are betting will go up — or down — next year
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Higher-rates will give investors ‘more choices’ as bonds become competitive with stocks in 2024
UHNW investors can take advantage of a 'once in a generation entry point' for bonds, while equities can provide a…
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Next-gen billionaires are breaking away from their family businesses as they inherit wealth
Billionaires who have inherited family wealth are more risk tolerant than their predecessors, while many are choosing to follow their…
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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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