07/01/2024
Survey details 'stark differences' between younger and older wealthy investors
Young, wealthy investors are increasingly skeptical that a traditional mix of stocks and bonds will generate above-average returns.
Comment & Analysis
07/01/2024
Disappointing impact of stronger nudge highlights need for earlier pensions engagement
The stronger nudge to pensions guidance intended to normalise people taking Pensions Wise guidance as part of the process for applying to take or transfer their defined contribution benefits.
06/28/2024
The time is right to invest in commercial property
The recent price correction in commercial real estate has created a rare opportunity, and JLL is empowering UHNW investors to make the most of it
06/28/2024
Banking expert takes on board mandate at Azek
She subsequently expanded the basic offering
06/27/2024
Why now is the time to support small charities
Mary Rose Gunn, founder and CEO of venture philanthropy fund The Fore, on the role of HNWs and wealth managers
06/26/2024
All change for our government… but no change for UK asset markets?
Investors and markets are expecting the incumbent Conservative Party to suffer a crushing defeat and the Labour Party a major victory.
06/26/2024
BOOK: Discover Château Clarke
Through the pages of a lavishly illustrated book, immerse yourself in the fascinating history of Château Clarke, acquired in 1973 by Edmond de Rothschild.
06/26/2024
Ten investment convictions for H2 2024
The prospect of such changes should translate into episodes of market volatility.
06/26/2024
Actual Net Worth To Be Considered Wealthy In 2024
The rising threshold underscores the importance of strategic financial planning and wealth accumulation in today’s economy.
06/24/2024
Boris Collardi is looking for the next Kylian Mbappé
Now, together with other investors, he wants to achieve this in the football business as well.
06/24/2024
M&G’s Andrea Rossi: ‘I don’t look at the share price every day. There’s no point’
The fund house’s chief executive says he’s ‘on a mission’ to grow the three main pillars of his business, with a particular focus on private assets
06/24/2024
Survey of institutional investors in Japan shows over half of respondents intend to invest in digital assets over the next 3 years
The study found that over half of those surveyed are motivated to invest in digital assets to some extent in the future as 54% responded that they intend to invest in crypto assets over the next 3 years.
06/21/2024
Staying the course: Brown Shipley unveils 2024 midyear investment outlook
The global investment outlook is likewise far from symmetrical.
06/21/2024
PCD Magazine article: The Big Interview with Crestbridge’s award winning CEO
A lawyer by training, Heather has featured in ePrivateclient’s 50 Most Influential List for five consecutive years and has been the recipient of a number of other prestigious awards and accolades.
06/19/2024
Retirement planning: with saving pots
Financial security in retirement through a holistic wealth management concept.
06/19/2024
Bridging the Philanthropic Knowledge Gap for High-Net-Worth Individuals
The motivation for giving is deeply personal.
06/18/2024
Global Wealth Distribution and HNWIs: Who Makes Up the Top 1%?
This measure is based on an individual’s net worth, calculated as the total value of assets owned minus any debts and liabilities.
06/18/2024
Healthy Enough to Work; Wealthy Enough to Retire?
Many executives keep their stock compensation separate from their other financial account statements and monthly valuations.
06/18/2024
Europe’s political shifts, French scenarios and market implications
These developments also raise critical questions for the future of German politics after next year’s federal elections.
06/18/2024
‘Holistic reform is needed’: The big CGT wealth question
Any reforms that bring capital gains tax in line with income tax need to consider the impact of Jeremy Hunt’s decision to freeze the allowance, the industry says.