top of page
The latest
News and insights from the private wealth industry
All Posts


Beyond Networking: A Pragmatic Guide to Building Digital Influence for Private Wealth Professionals
For those advising high-net-worth and ultra-high-net-worth individuals (HNWIs and UHNWIs), trust, discretion, and expertise undoubtedly form


Asset protection takes centre stage for Asian clients
the complexity of family dynamics, coupled with the ongoing challenge of imminent mass wealth transfer to the next generation, is prompting


Who are you? Why your personal brand matters and how to define it
A strong, well-defined brand helps build trust, credibility and professional opportunities. In the private client sector, where relationshi


The World’s Most Attractive Investment Migration Programs in 2025
An overview of investment migration programs in 2025


Prime Central London Property: Are We Approaching a Turning Point?
This conversation provides invaluable insights into the current state and future potential of the PCL property market. For those looking to


AIM alternatives: Why investors should look elsewhere for IHT planning
There are several ways to maximise the wealth you can pass on to the next generation. Strangely the most powerful option rarely gets a menti


Discounted Gift Trusts: Striking a balance
It’s predicted that Britain’s baby boomers – born between 1946 and 1964 – will pass on wealth into the trillions to next generations over t


A Matter of Trust: Key Considerations When Appointing a Trustee
The importance of selecting a good trustee for effective estate planning cannot be overstated. The trustee's role is multifaceted, requiring
bottom of page


