Savers regret portfolio adjustments ahead of Budget
Almost a quarter made financial changes amid Budget speculation – and now regret it, SJP finds
Comment & Analysis
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Wealth Shortlist Update: Invesco Global Emerging Markets
The fund managers are contrarians, looking for companies that are out of favour with other investors and whose shares are priced for less than they should be.
Rémy Savoya: «Financing Companies Is in Our DNA»
The timing is favourable. Following the disappearance of Credit Suisse, many companies are actively seeking new banking partners.
BNP Paribas : Building the European co-leader in full-service vehicle leasing
This would significantly strengthen Arval’s presence in key markets and its competitive position in Europe, making it the European co-leader in full-service vehicle leasing.
Christmas dinners can spark family feuds over fortunes, experts warn – here’s how to avoid the drama
Advisers from the Spear’s network weigh in on navigating festive dinners when inheritance and money are on the table
End-of-year letter from the Partners
Uncertainty has characterised 2025. Geopolitical tensions, armed conflicts, tariff announcements, fiscal and monetary policy have all posed challenges.
Philanthropy in Spain: social attitudes and behaviours
Even a gesture as simple as giving up one’s seat for an elderly person can be considered a selfless act of kindness towards others.
Charities face £1.5bn hit amid sharp fall in money left in wills
Previous Rathbones research has also found that volunteering as well as donations have dropped in 2025.
The future of Private Wealth: Insights from the Equiom Monaco Team
With its position as an international wealth hub and home to one of Equiom’s multilingual private client teams, the Principality offers a unique vantage point from which to observe these changes.
Liquidity strategy: Refilling for 2026 and beyond
To be effective, a Liquidity strategy should be funded with enough resources to cover three to five years of portfolio withdrawals, and invested in solutions that prioritize capital preservation.
Families, philanthropy and festive gatherings: PWM Tea Break
Dina de Angelo from Pictet Wealth Management shares her secrets of successful communication with multiple family generations over tea and festive mince pies with PWM
Dechert Advises Motley Fool Wealth Management on Strategic Agreement with Apollon Wealth Management
Dechert advised Motley Fool Wealth Management, a registered investment advisor managing over $1.5 billion in client assets, on its agreement to join the growing national organization of Apollon Wealth Management.