Same-sex partnerships, adoption and surrogacy create many wealth management complexities, particularly around tax, inheritance and domicile, that all HNWIs should be aware of.
Boutique or big brand is a key question in your search for a wealth manager. Weigh up the the factors that might sway you with this handy tour of the issues.
Where complexities arise Managing wealth is often conceptualised as a journey, in recognition of the fact that individuals’ financial situations – and therefore needs – […]
Why Family Investment Companies are an increasingly common wealth structuring tool, which have protection built in.
The hunt for yield has seen private lending become an increasing focus for many wealth management firms, so consider what this type of investment could do for your portfolio.
It’s easy to believe cryptocurrencies are far too futuristic to be thinking about now, but they are rapidly becoming a more mainstream asset that investors […]
Private banks and wealth managers offer a huge range of financial solutions for affluent investors, ranging from the familiar products and services a High Street […]
High net worth individuals (HNWs) are increasingly global. Business interests abroad, to investments, future planning, family, tax planning, and international property investment, are all commonalities […]
Direct private equity investments are increasingly preferred by family offices. Here, Nick Warr (head of Private Wealth) and James Goold (head of Private Equity) at […]