Why more women are scooping top jobs at Britain’s most prestigious wealth managers
A cluster of high-profile appointments coincides with a shift in the client bases of private banks and wealth management firms,…
By
Wealth Management
Latest in
Wealth Management
Experts warn Rachel Reeves’ rumoured property tax proposals could push more HNWs to leave UK
Chancellor Rachel Reeves is reportedly considering a capital gains tax (CGT) on primary residences worth more than £1.5 million, a…
By
New £10,000-a-year ‘black card’ pitched at next-gen UHNWs
The founders aim to deliver an experience that they say traditional private banks and concierge companies have struggled to provide
By
Number of estates pulled into inheritance tax rises by 13 per cent ahead of ‘seismic’ changes
The capping of business and agricultural relief to £1 million will bring numerous business and farm owners into scope for…
By
Metro Bank co-founder launches bank for family offices
Anthony Thomson says the new lender will cater to – and be owned by – family offices and UHNWs
By
Resilient investors reap rewards as equity markets shrug off trade and geopolitical concerns in Q2
ARC data reveals that equity markets rebounded in Q2 2025, rewarding patient investors despite volatility from tariffs, geopolitical tensions and…
By
Britain’s vanishing millionaires: Why lower-tier wealth is shrinking
While global wealth is on the rise, Britain is losing its entry-level millionaires
By
Family offices still struggling to bridge generation gap
Succession planning, while improving, is still incomplete in over half of family offices, a report from Campden Wealth and AlTi…
By
The best wealth managers in Singapore
Welcome to the Spear’s ranking of the best wealth managers in Singapore for high-net-worth and ultra-high-net-worth individuals, part of the…
By
UK fintech gets AI boost from regulator
FCA reveals ‘supercharged sandbox’ to push AI innovation
By
Single-family offices worth over $4.6 trillion globally
Single-family offices, which manage the wealth of some of the world's richest households, command trillions of dollars worth of assets,…
By
Global trade war most significant risk to family offices in 2025
Against geopolitical tensions and economic uncertainty, family offices are shifting strategies by diversifying assets, eyeing developed markets and embracing private…
By
Wealth managers must embrace AI as industry warned over complacency
The latest EY Global Wealth Research report finds wealth management increasingly redefined by rising client expectations, greater fragmentation, mounting pressure…
By
Eight reasons to invest in forestry
Branching out: from flexibility to CGT and IHT relief, there are eight very good reasons to invest in forestry
By
The human angle of succession
Succession planning is more than just a financial exercise – getting the human element right may be even more crucial
By
The murkier side of private markets
The rebellious French professor who is taking aim at the shadier practices of the world of private markets
By
How expensive are hedge fund fees, really?
From the magazine: New data has reopened the debate on hedge fund fees, just as the industry's fortunes were looking…
By
A career of two halves: former Manchester United goalkeeper Anders Lindegaard on his new role at UBS
Former Manchester United goalkeeper Anders Lindegaard is bringing his unique experience to wealth management in the hope of helping other…
By
The renaissance of St. James’s Place?
From the magazine: St. James’s Place might just be the Lazarus of wealth management. Its CEO Mark FitzPatrick on how…
By
So, you’re going to be rich, what do you do now? Experts on how to handle a liquidity event
Top advisers to billionaires share their wisdom on how to manage a major 'liquidity event' such as selling a business…
By
