Is the model for wealth transition planning broken? 07/07/2015 The current failure rate for family wealth succession plans is a resounding 70 percent according to author and chartered accountant Emily Griffiths-Hamilton, who believes the answer lies in the model we currently use for wealth-transition planning.
UBS roundtable: central banks and Brexits 12/06/2015 UBS's global chief investment officer, Mark Haefele, UHNW chief investment officer Simon Smiles, and the head of UBS' UK Investment Office, Bill O’Neill, all participated in a roundtable discussion that examined the economic, investment and market outlook. They discussed the trends they are watching out for as the market moves into the second half of the year.
A peek below the UK single family office iceberg's waterline 08/06/2015 It sometimes seems than an iceberg is the best analogue for the wealth management sector, and for its upper echelon, i.e. the part that deals with the very rich. Most of this sector is beyond the purview of the financial media, or even professionals that work within the sector.