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wealth management

February 12, 2018

Despite a tumultuous fortnight in the stock market, family offices are being encouraged to look at whether they have enough global equity exposure, with the second-longest bull market in history predicted to keep lumbering through 2018.

Despite a tumultuous fortnight in the stock market, family offices are being encouraged to look at whether they have enough global equity exposure, with the second-longest bull market in history predicted to keep lumbering through 2018.

Steve Brice, chief investment strategist at Standard Chartered Bank, said the majority of his family office clients were under-exposed to equities, and though the past week had seen trillions wiped off stock market values, this provided opportunity for investors to buy into.

February 5, 2018

In an uncertain world the key to survival rests with those who are flexible and quick enough to adapt. The key to success sits neatly in the pockets of those who can pre-empt change and seize the opportunities it brings, says Andra Ilie, private client adviser at Knox Private Office.

In an uncertain world the key to survival rests with those who are flexible and quick enough to adapt. The key to success sits neatly in the pockets of those who can pre-empt change and seize the opportunities it brings, says Andra Ilie, private client adviser at Knox Private Office.

For UK based ultra-wealthy family office principals, there are a number of matters to contend with and consider as we move through a time of change.

December 7, 2017

When ultra-high net worth (UHNW) families are confronted mental health issues, they need to be particularly careful choosing how to address the issue.

Mental health problems such as addictions are common. In a recent survey among Campden Wealth members, more than 70% of respondents said they face a mental health or addiction issue in their family. When ultra-high net worth (UHNW) families are confronted with the affliction of a family member, they need to be particularly careful when choosing how to address the issue.

July 26, 2017

The impact wealth managers at Tribe Impact Capital have looked to the past to predict the future in its new study The Evolution of Wealth. James Lawson, co-founder of Tribe Impact Capital, looks at where the “money monkey” is swinging.

The impact wealth managers at Tribe Impact Capital have looked to the past to predict the future in its new study The Evolution of Wealth. James Lawson, co-founder of Tribe Impact Capital, looks at where the “money monkey” is swinging.

July 11, 2017

The critical issues facing family businesses and how family owners can ensure their businesses remain successful were on the agenda of a seminar last month hosted by Kim Lalli, senior partner of Wedlake Bell and founder of the firm’s India practice and Sonu Bhasin, founder of Families and Business. Rosalyn Breedy, corporate and financial services partner at Wedlake Bell, reports.

The critical issues facing family businesses and how family owners can ensure their businesses remain successful were on the agenda of a seminar last month hosted by Kim Lalli, senior partner of Wedlake Bell and founder of the firm’s India practice and Sonu Bhasin, founder of Families and Business. Rosalyn Breedy, corporate and financial services partner at Wedlake Bell, reports.

June 28, 2017

What are the attitudes of the Middle East and Far East ultra-wealthy at the coalface of financial services? James Campbell, newly appointed partner in Ogier's Jersey private client and trusts team, looks at trends within the international private client space.

What are the attitudes of the Middle East and Far East ultra-wealthy at the coalface of financial services? James Campbell, newly appointed partner in Ogier's Jersey private client and trusts team, looks at trends within the international private client space.

Why is bespoke structuring on the rise?

June 8, 2017

High net worth millennials are wising up to their financial responsibilities by learning about wealth a dozen years earlier than baby boomers.

High net worth millennials are wising up to their financial responsibilities by learning about wealth a dozen years earlier than baby boomers.

Self-confidence in their self-taught business acumen is the recurring theme in Millennials & Wealth Transfer, a white paper by RBC Wealth Management looking at how HNW Millennials (average net worth - $ 5.8 million) acquire financial knowledge, handle the inheritance process and prepare their financial affairs.

May 18, 2017

A startling 49% of business owners have not made a will, and 22% say they have not started any form of wealth transfer planning.

A startling 49% of business owners have not made a will, and 22% say they have not started any form of wealth transfer planning, new research suggests.

The report, Business owners & wealth transfer: Applying the lessons learned in business to wealth transfer, surveyed 384 business owners in Canada, the United States, and the United Kingdom, each worth an average of $6.4 million.

May 10, 2017

What does it take to start then grow a business into a successful, multi-billion dollar holding yet maintain total family control through the generations? Alison Ebbage reports

What does it take to start then grow a business into a successful, multi-billion dollar holding yet maintain total family control through the generations? Alison Ebbage reports

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