Netwealth CEO: Wealth firms need more than a digital facelift

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Nearly 10-years after launching as a disruptor in the wealth space, CEO Charlotte Ransom explains why NetWealth is still ahead of the competition.

21 Apr English United Kingdom Business · Investing

The 'Succession' effect tearing apart UHNW families

A new report from BDO reveals first-generation wealth creators are facing an 'existential crisis' when it comes to succession plans.

7 Apr 27 min

$100 oil and a closed Strait: What Stonehage Fleming is watching next

As Middle East tensions mount, Stonehage Fleming's head of multi-asset Peter McLean reveals the specific macroeconomic catalyst the firm needs to see before rebalancing portfolios

27 Mar 25 min

Dubai can and will bounce back stronger, insists Bentley Reid CEO

Peter Clark, CEO of Bentley Reid, led the firm’s expansion into the Middle East and believes it will remain a hub for high net-worth individuals, despite the threat of escalating conflict in the region amid US and Israeli attacks on Iran.

10 Mar 29 min

Ben Whitmore on Brickwood's break-out year and contrarian US buys

One of the UK's best-known fund managers discusses setting up a boutique dedicated to value investing and the opportunities, from perceived AI losers to cheap American stocks, he's finding today.

26 Feb 32 min

Why the UK’s first ISA millionaire thinks we need a Dragons’ Den for investing

Lord John Lee discusses why British people invest less than in any other G7 country and how he would start to change that.

12 Feb 31 min