The end of overcharging? New low-cost wealth advisory seeks to rival the establishment
Lower client fees are at the heart of a nimble new wealth advisory start-up, says one of the former Citi…
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The 2026 Spear’s Wealth Management Survey: geopolitical unrest brings tumult to industry in flux
The 2026 Spear's Wealth Management Survey collates, organises and analyses the opinions of some of the top minds in private…
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Is the AI boom bursting wealth management’s bubble?
As AI becomes increasingly prevalent in everyday life, Spear's investigates how the technology fares in the world of wealth management
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Exclusive: Most wealthy UK residents expect more income from abroad, Investec study finds
An overwhelming majority of UK-based HNWs expect to receive most of their income in currencies other than sterling over the…
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UHNW entrepreneurs lag behind in building personal wealth, UBS finds
Entrepreneurial mindset drives founders to prioritise company growth over personal wealth, report finds
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Barclays Switzerland hires former HSBC executive as CEO
Former HSBC executive John Shipman will take the reins of Barclays Bank (Suisse) SA’s Geneva office only weeks after the…
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The world’s oldest family-owned bank has appointed a new CEO
C. Hoare & Co., the 353-year-old Fleet Street private bank, has named former Boston Consulting Group adviser Simon Kenyon as…
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What is Altruist? The AI start-up shaking up wealth management in Britain
Los Angeles-based start-up Altruist launched an AI-powered tax planning feature within its Hazel platform that it claims can generate fully…
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Beyond the mortgage: how private banks structure debt for ultra-wealthy clients
For ultra-high-net-worth individuals, borrowing is rarely about affordability. It’s a question of strategy
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NatWest to buy UK wealth manager Evelyn Partners for £2.7 billion deal
By acquiring Evelyn Partners, UK banking giant NatWest Group is set to more than double its private wealth division
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Experts warn HNWs to prepare as HMRC intensifies inheritance tax probes
As the remit of inheritance tax is set to cover farms and businesses from April this year, HMRC are expected…
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Family offices chase AI but governance and infrastructure lag
While AI tops investment priorities, most families have little or no exposure to the assets and infrastructure needed to support…
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What EQT’s £2.75 billion deal for British Coller Capital tells us about private equity in 2026
As private equity giant EQT acquires British secondaries firm Coller Capital in a multi-billion-pound deal, how popular are these private…
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Record gold and silver prices signal a new era for wealthy investors
Gold has surged past $5,000 an ounce and silver over $100, driven by investor demand amid political and economic uncertainty
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How the largest global wealth manager is redefining innovation at scale
Spear's award winner 2025: Despite its 163-year history, UBS continues to push the boundaries of modern wealth management
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The costly consequences of poorly drafted family trusts
While family trusts can be an invaluable tool when planning the future of an estate, when poorly-drafted, they can also…
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Charlie Hoffman on building a $20 billion client book – and never settling for less than the extra one per cent
Spear's award winner 2025: Charlie Hoffman explains what sits at the heart of his approach to UHNW wealth management
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Lessons for UHNWs from the Brooklyn Beckham family dispute
As the Beckham family feud dominates headlines, experts tell Spear’s how high-profile families should – and shouldn’t – manage disputes…
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What the ultra-rich can expect at Davos 2026
As world leaders from politics, business and finance convene for this year’s World Economic Forum, what should the ultra-rich be…
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Will California’s ‘billionaire tax’ trigger an UHNW exodus? Wealth managers weigh in
With Californian billionaires potentially facing a five per cent wealth tax from November 2026, could an exodus of the ultra-wealthy…
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