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The latest
News and insights from the private wealth industry
Wealth Management
Why the Wealthy Rely on Independent Valuers: 10 Strategic Reasons
By Mason Valuation Consultants
Nairobi Private Wealth Conference Digest
By PCD Group
Beyond Tax: The Trusted Adviser’s Role in Global Relocation
With the UK’s April 2025 reforms now in force, we’re seeing a new wave of HNW families leaving the UK. But the overwhelming motivation isn't just tax; it’s about reconfiguring a life. A truly trusted adviser delivers not only technical clarity but also foresight and empathy.
DIFC Foundations: A Modern Succession Planning Tool for Global Wealth
By Dave Lange, Managing Director & Senior Executive Officer - Trident Trust
What the rise of alternative banking means for global private clients
As the needs of wealthy individuals and families evolve, so do the financial products and services available to them. Now, a new breed of alternative banking provider is reshaping the marketplace, introducing fast, responsive cross-border solutions that feel distinctly different from those offered by traditional banks. Once considered fringe, these platforms are quickly becoming an important part of how globally mobile families manage their wealth.
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