Ex-RBC Wealth Management duo aim to shake-up industry with ‘value-driven’ advice firm for HNWs
Six Degrees, co-founded by Katherine Waller and Ollie Saiman, wants to 'bridge the HNW advice gap' by focusing on the…
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Family office report: Repositioning investment portfolios to preserve wealth
The recent trends emerging within family offices – from how they are operating and investing to how they are preparing…
What is succession planning? How to pass on wealth, control and knowledge to the next generation
The questions of how and when to pass the torch to the next generation loom large over many families. Effective…
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Private markets: should individual investors take the plunge?
The democratisation of private markets will open up a world of opportunities for individual investors – but there is risk,…
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How ‘intro-fluencers’ are looking to profit from family offices
The opacity of family offices has created a new breed of networker. Are they as connected as they claim?
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The rise of the centi-millionaires: new class of super-rich emerges as population doubles in two decades
The 2023 Centi-Millionaire Report found this fast-growing global elite of super-wealthy individuals has grown 12% in a year, with US…
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Green tech surge will fuel ‘big profits’ for investors, says Lombard Odier
Managing partner Jean-Pascal Porcherot told a Geneva conference that investment in electrification will give rise to innovative – and lucrative…
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Staying the course: Nicolas Mirabaud on how the venerable Swiss family firm is adapting to the 21st century
Mirabaud, one of the grand old names of Swiss banking, is adapting with the times while keeping the family ethos…
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Family office investors favouring ‘passion assets’ in volatile times
Potential for profit can be just as important as personal passion when investing in luxury assets such as wine and…
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US UHNWs paying more to attract top family office talent
Fight for the best family office talent in an increasingly small and professional pool is driving up pay and bonuses
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Family offices go back to basics but super-rich resist shift to cash, says Citi chief
Citi Private Bank's Hannes Hofmann tells Spear's UHNWs were keeping risk on the table as global survey reveals family offices…
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Investment strategies to help sustain wealth beyond three generations
Even great wealth typically depletes within three generations. Ultra-high-net-worth families may seek to avoid this trap partly by following a…
The best business angels for high-net-worth individuals in 2023
Welcome to the Spear’s ranking of the best business angels and investing networks for high-net-worth-individuals
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Are elite boarding schools still a good return on your investment?
Soaring costs and changing university admissions policies are prompting discussion of whether the crests and crenellations of the world's elite…
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What is wealth management?
What do wealth managers do and how can they help HNW individuals maximise the efficiency of their investments?
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The best private client advisers on the Isle of Man for high-net-worth individuals in 2023
Welcome to the Spear’s ranking of the best private client advisers for high-net-worth-individuals in the Isle of Man
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The future of wealth management: will only the big fish survive?
Spear's 500 Live: As smaller players get snapped up, delivering value remains the key
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In a post-FTX world, what’s next for digital assets?
Spear’s 500 Live: ‘the big money is going into crypto’, according to one digital expert addressing the London event
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Who will win and lose in the AI revolution?
Generative AI promises to transform the world. For investors, opportunities – and pitfalls – abound
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Don’t write off hedge fund ‘sharks and ChatGPT busters’
The rising demand for active management — combined with more short-selling opportunities — is fuelling talk of a long/short equity…
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