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I saw what traumas follow when a deceased parent had failed to put pen to paper
Christmas is a time for giving and there are tax benefits to making donations
Separating originals from fakes has become a risky business but new tools help spot the cheats
Lombard Odier boss says newcomers will struggle to challenge market leaders
Arguments between potential heirs often magnified by scale and complexity of a wealthy family’s legacy
Business empires rethink succession plans as young heirs choose other paths
Its wealth management arm mangles the data.
Nearly two-thirds want to increase cash exposure through fear of volatile markets
Private banking boss complains the rich are victims of ‘bias in the media’
Vincent Taupin puts blame on negative interest rates for problems facing industry
Too often, one hears advisers say ESG is all well and good but needs to form part of a ‘balanced portfolio’
The ultra-rich are forming a rapidly growing global network and are doing more deals with each other
Young urge elders to back ESG-linked projects instead of traditional philanthropy
Singapore benefits as wealthy residents hedge against political stand-off
Rich residents’ cash holdings at highest level in a decade as recession fears grow
Study shows 90 per cent of family fortunes are depleted by the third generation
Many fear managing a fortune after a split, but have chance to refocus their lives
Peter Hetherington takes helm of joint venture ahead of November launch
The industry takes a percentage of its clients’ invested assets year after year
Private banks are fighting to advise billionaires who want a lot for their money
Departing executive Iqbal Khan claims he was chased by three men through streets of Zurich
Advisers who handle wealth of super-rich fret over threat of global recession
Fabrizio Campelli says division is hiring hundreds of people as it seeks to add assets
Costs are falling — but it still looks far more expensive than it should
Aggressive fee strategy puts pressure on rival St James’s Place
