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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Wealth Management
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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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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Warren Buffett says ‘being rich doesn’t make you evil’ but restates criticism of ‘dynastic wealth’ in rare letter to shareholders
The legendary investor and one of the world's richest people, Warren Buffett, presses on with his plans to give away…
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Ross Elder wins HNW Wealth Manager of the Year at Spear’s Awards 2023
Introducing the finalists for the HNW Wealth Manager of the Year Award, in association with August
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Spear’s Awards 2023: Charlotte Bobroff wins UHNW Wealth Manager of the Year
Charlotte Bobroff, of J.P. Morgan Private Bank, was named UHNW Wealth Manager of the Year at the Spear's Awards 2023
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Exposure to equities leads to weaker third quarter for wealth managers
Investors with greater exposure to equities struggled in the third quarter, but performed more strongly than those relying on fixed-income…
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How the ‘rising generation’ of UHNWs will shape the future of wealth management
For the annual Family Barometer, Julius Baer surveyed wealth management advisers around the world on the behaviours of the next…
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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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