Comment & Analysis

5094 articles found

Wealth manager and law firm partner on IHT/pensions support

Depledge Strategic Wealth Management and Ansons Law have partnered to support clients with the “potentially disastrous” inclusion of unspent pension pots in inheritance tax (IHT) calculations.   The firms highlighted the IHT increases clients are set to face, with both organisations having seen a marked rise in estate and succession planning enquiries so far this […]

Collector car market: performance, trends, and opportunities

Over the past two decades, the global collector car market has matured from a niche enthusiast pursuit into a recognised alternative collector asset class. In doing so, it has become increasingly relevant to wealth managers and family offices looking beyond traditional financial instruments.    Depending on the parameters used to define the market, the total […]

Why Philanthropy Is A School For Inheritance

When business owners think about inheritance, the conversation usually starts with assets. How should wealth be transferred? Which structures will protect it? Who will eventually take over the business?   Those are important questions. But over the years, I've come to believe they're not the most important ones.   The real challenge isn't transferring wealth. […]

Public Alternative Asset Managers See Wealth AUM Rise

Alternative asset managers wrapped up second-quarter earnings in recent weeks, with most reporting continued success in raising capital from the wealth channel, declines in redemption requests on select funds and teasers about additional product development.   Publicly traded alternative asset managers that discussed the wealth channel included Apollo, Ares, Blackstone, Blue Owl, Brookfield, Carlyle, EQT, […]