HSBC: A global firm with a family office focus
The head of HSBC’s family office operation explains how its ‘high-touch’ institutional coverage, with a particular strength in credit and…
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Harnessing connections with Standard Chartered
Demir Avigdor, UK Market Head at Standard Chartered Private Bank, asks if you have the right people in your corner
Why are wealth firms ignoring their own advice?
Financial firms often tell their clients about the importance of succession planning. They should practise what they preach
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Financial crime: why the wealthy should worry about sanctions
The UK sanctions regime is not working because of its opaque foreign policy, say barristers specialising in international anti-money laundering
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Who’s afraid of the big bad next gens?
When it comes to succession planning, the world’s wealthy are proving reluctant to hand over their money to their children
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Imperium Group spreads its wings in Jersey
The Jersey arm of private client and fund services provider Imperium Group is adding a new office and expanding its…
The power of Blackstone
With the private wealth market now recognising the potential of private market investing, Blackstone is ideally placed to offer unrivalled…
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Why Singapore is prospering while Europe flounders
Singapore is positioning itself to reap the benefits of positive tailwinds for Asia and the region’s emerging markets I am…
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The Spear’s Wealth Management Survey 2023: advisers’ predictions for the year ahead
Where should UHNWs prioritise their investments over the next 12 months? Increase exposure to property? Decrease holdings in equities? Key…
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Downfall of a banking giant: how Credit Suisse took its final tumble
A dramatic intervention by the Swiss authorities ended the 167-year history of independence of Credit Suisse Can Credit Suisse come…
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How did the Budget affect inheritance tax?
Inheritance tax was largely left alone in the Budget, though the surprise pension measures could help pass more to the…
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Three ways Jeremy Hunt has increased the tax burden on higher earners
The Spring Budget 2023 is a case of stealth vs wealth as Jeremy Hunt uses fiscal drag to bring in…
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Pension reforms may ‘drastically’ impact HNW divorce, experts say
The chancellor’s big surprise of scrapping the lifetime allowance on pensions in the Spring Budget 2023 is likely to influence…
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Budget gives pension boost for high-earners
Jeremy Hunt’s spring 2023 Budget is a broadly positive move for higher earners, but the devil will be in the…
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Waverton defies market gloom with reasons to be cheerful
Both stock and bond markets offer opportunity in 2023, says the UK investment house at a market outlook forum Gloomy…
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A behind the scenes look at theatre investment
For those searching for creative and meaningful investments, theatre productions could be where the pleasure, if perhaps not the profit,…
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How women can combat the private pension gender gap
As a new report reveals how a gender gap in private pension income is likely to persist for decades, an…
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Unwanted membership: what is the FATF grey list and black list?
What are the implications of the decision of a global financial crime watchdog to place South Africa and Nigeria on…
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Good energy: US natural gas trader Bill Perkins on moving to London
Skylar Capital’s Bill Perkins tells Rasika Sittamparam about hitting the jackpot, starting his London venture and making movies I was…
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Take the new personality test motivating the super-rich
An elite invite-only members’ club for the super-rich is inviting members of the public to take its ‘purpose-defining’ personality test.…
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