Professional Wealth Management

Global Families

Diversification, defence dividends and the ‘Dash from Donald’: PWM Tea Break

Diversification, defence dividends and the ‘Dash from Donald’: PWM Tea Break

Robert Paul, chief commercial officer at London-based investment house W1M, speaks to PWM about increasing mobility of wealthy families across the world, includ...
Halting the UK wealth ‘exodus’

Halting the UK wealth ‘exodus’

Andrew Holder

UK authorities must devise an impact-based strategy to prevent British entrepreneurs, fast emerging as an internationally mobile group, leaving the country for ...
Luxembourg ventures beyond the back office

Luxembourg ventures beyond the back office

Yuri Bender

Family offices seeking a safe haven and expertise in private markets are relocating to Luxembourg in increasing numbers...

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September 11, 2025

UK tax attack leads to wealthy families seeking ‘La Dolce Vita’

Clare Pooley

Financial hubs across Europe are polishing up their act to attract wealthy refugees from the UK, following London’s abolition of the non-dom tax rules...
September 10, 2025

When the music stops: estate planning lessons from Ozzy Osbourne’s death

Tasha Dickinson

For professionals in the private client industry, dealing with the estate of the late Black Sabbath singer Ozzy Osbourne serves as a cautionary tale...
September 8, 2025

New era for multi-family offices heralded by Corient expansion

Ali Al-Enazi

A series of mergers in the family office space signals a changing landscape for wealth management as the battle between scale and expert advice increases in int...
August 26, 2025

Governance is the glue that keeps family offices and families together

In this episode of PWM Family Matters, Dino De Vita, president of Global Family and Private Offices at Northern Trust, speaks with Elisa Battaglia Trovato about...
August 21, 2025

Family legacies beyond the ledger

Ken Polk

Wealthy families are waiting for investment advisers who currently hide behind tech platforms and risk charts to be replaced by well-trained storytellers with f...
August 15, 2025

The evolution of Indian family offices

Ali Al-Enazi

Indian family offices are becoming institutionalised in both structure and mindset...