Wealth Management
Beyond the Throne: A Modern Playbook for Family Business Succession
Family business succession, as seen with the Murdochs, is a high-stakes challenge. A strategic plan is vital for protecting legacy and economic stability.
The Billionaire Shuffle: Why the World’s Richest are Always Ready to Relocate
The world’s super-rich are increasingly mobile, treating residency as a strategic choice to optimize taxes, sparking a global competition among nations.
Beyond the Ticker: Lessons in Tangible Asset Investing from a Cornish Art Haven
Discover how curating a modern art collection in a Cornish home offers profound lessons for finance professionals on tangible assets and portfolio diversification.
The Billionaire’s Dilemma: Switzerland’s 50% Inheritance Tax and the Global War for Wealth
Switzerland’s proposed 50% inheritance tax on the super-rich sparks a global debate on wealth, capital flight, and the future of its financial economy.
The UK’s Non-Dom Shake-Up: A High-Stakes Gamble for Britain’s Economy
The UK’s abolition of its non-dom tax status, despite an IHT concession, is deemed “too little, too late” by advisers, risking a capital exodus.
A 40-Year Veteran’s Timeless Rules for Navigating a Modern Market
An industry veteran’s timeless rules for financial success. Learn to navigate modern markets by embracing discipline over speculation and long-term wisdom.
The New UK Mansion Tax: A Deep Dive for Investors and Homeowners
A new UK “mansion tax” on properties over £2m is here. This deep dive analyzes its impact on the economy, real estate investing, and financial planning.
The Portfolio in the Parlor: Decoding the Investment Strategy of Art and Real Estate
Discover how a Georgian house filled with modern art serves as a masterclass in alternative investments, blending real estate and art into a powerful portfolio.
The Ultimate Trophy Asset: Why Wimbledon Debentures Are a Grand Slam for Investors
A deep dive into Wimbledon debentures, a unique hybrid of a financial instrument and a luxury experience, and their powerful performance as a trophy asset.
Beyond the Balance Sheet: The High-Stakes Double Life of the Family Office Executive
A look into the high-stakes dual role of family office executives, who must be both trusted family confidants and ruthless capital allocators.
The Millionaire’s Gambit: Why the Super-Rich Are Demanding to Pay More Tax
A growing movement of millionaires is publicly demanding higher taxes on their own wealth. This post explores why and what it means for the global economy.
The £20 Million Question: Why Do High-Finance Professionals Need So Much to Retire?
Why do bankers aim for £20M+ retirement funds? It’s less about greed and more about deep insecurity, a flawed psychology of wealth, and career anxiety.