Choosing the right private client wealth management for you
Spear’s profiles the biggest and best-performing wealth management firms in the UK as global economic turmoil and high inflation hit…
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Wealth Management
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Wealth Management
What is a family office?
Family offices have become an increasingly popular - and powerful - force in wealth management. But what exactly is a…
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UHNW clients seek to swap wealth management firms for family offices
The personalised, tailored approach of single-family offices better serves the expectations of UHNWs than wealth management firms, according to a…
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Are virtual family offices the future of personalised wealth management?
Virtual family offices are poised to play a significant role for HNWs seeking the advantages of a family office without…
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World’s richest to transfer $31 trillion by 2033
The next decade will witness an unprecedented transfer of wealth, reshaping philanthropic priorities and necessitating sophisticated succession planning, a new…
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Could reward scheme for investment bankers boost private wealth division?
Goldman Sachs is drawing up plans to introduce bonuses for investment bankers who refer clients to the firm’s private wealth…
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Why ‘yes, but’ is the story behind our economic outlook
Spear's 500 Live 2024: Against an uncertain economic backdrop, staying diversified, dynamic and prepared for challenges and opportunities was essential,…
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UK Sotheby’s International Realty launches one-stop-shop family office division
Luxury agency launches service for ultra-wealth clients seeking to buy or sell trophy real estate and assets such as fine…
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Partner content
HSBC Global Private Banking: Revisiting your wealth plan as uncertainty abounds
HSBC Global Private Banking’s multifaceted wealth planning and advisory teams can help UHNWs future-proof their assets ahead of UK and…
Wealthy families use this crucial tool to protect their assets
From the magazine: PTCs are becoming increasingly popular with wealthy families seeking to protect themselves and their assets
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How the ARC was built
From the magazine: Many UK wealth managers hand their portfolio data over to Asset Risk Consultants in return for insights
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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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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
By 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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