No Easy Bets Except maybe in Tech
April retail sales growth too fell short of expectations, and downward revisions to previous months’ data added weight to the concerns surrounding consumers’ spending power.
Comment & Analysis
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The effects of a general election on the new tax year, according to LGT Wealth Management’s David Lane
This time, we have David Lane, Partner and Technical Director at LGT Wealth Management. David shares some advice for the new tax year and weighs in on the effects of a potential general election.
To scale or not to scale a growing advice practice?
In particular, scaling up as a boutique advice firm can present advantages, such as servicing a greater number of clients, but also requires additional time and expenses.
Private Equity Is No Place for Your Clients' Retirement Money
Yes, public markets are risky, but at least they are transparent. And they remain the best option for all but the most experienced investors.
Is the stock market's advance too narrow?
If these stock market gains reflect unfair competition in the economy, and the monopolistic abuse of market power, they could undermine the credibility of capitalism and even threaten its viability.
How Does Gen Z’s Wealth Now Compare To Baby Boomers in Their 20s?
This prevents them from accumulating wealth for the future at the rate many boomers did.
Wealthy Americans Growing Cautious About How They Spend.
LVMH Moët Hennessy Louis Vuitton, meanwhile, said last month that demand for high-end liquors has declined sharply in the U.S., leading to high inventory levels.
“I've consistently experienced exceptional service” – Case study: helping a client following their business sale
We were recently able to help a client get set up with a personalised banking service following a significant post sale windfall.
Legacy is a double-edged sword for HNW family businesses, report warns
Family legacy building can empower families when they have shared values, but a focus on the past can stymie innovation, a new KPMG report has warned
St James’s Place: what is your experience?
Wealth manager under scrutiny after fees revamp
More Ultra-Rich Are Worth Over $100 Billion Than Ever Before
Between them, they hold nearly a quarter of the wealth of the world’s 500 richest people.
Why is art the top alternative investment choice for Asia’s wealthy?
Among investments of passion, art claimed the top spot in 2023