02/09/2026
From legacy to liquidity: valuations and Intergenerational contracts for family offices
Family offices sit on the front lines of this challenge. Seeking both growth and continuity
02/09/2026
Family offices sit on the front lines of this challenge. Seeking both growth and continuity
02/09/2026
Her expertise ranges from tax-optimised business succession, through inheritance and gift law to succession planning for wealthy individuals.
02/09/2026
Given at the AlUla Conference for Emerging Market Economies 2026
02/09/2026
There have been a number of doctrines in foreign relations, some influencing portfolio allocation, but a new system of investing is developing to match the changing world order
02/06/2026
According to sources, underperforming employees in areas such as investment banking and wealth management will be impacted.
02/06/2026
The 2026 wealth migration: What every successful family should know
02/05/2026
Early-year momentum should improve, with support from German fiscal easing and accelerating NGEU disbursements throughout 2026.
02/05/2026
In spite of the recent cut to interest rate, many easy-access account or fixed-rate bond rates have held up longer than expected.
02/04/2026
Correlations between bonds and equities are no longer reliably negative.
02/04/2026
Following the latest high-profile move, Spear's maps the ultra-wealthy who have left the UK since 2024 - and their chosen destinations
02/03/2026
While in China, Richard took part in a panel discussion at the UK-China Business Council
02/03/2026
Given at City & Financial Payments Regulation and Innovation Summit 2026
02/02/2026
The potential for strong company earnings is generating ongoing opportunities in the technology sector – a central industry for modern communication.
01/30/2026
The survey outcomes underline the importance clients place on collaboration, reliability, and continuous innovation—areas in which Ortec Finance remains strongly committed.
01/29/2026
Geopolitical risks are high. US action in Venezuela and tensions over Greenland signal a return of sphere of influence.
01/29/2026
The mandate underscores the firm’s reputation as a trusted partner, providing bespoke and innovative investment solutions to pension schemes in the UK.
01/28/2026
Loan-originating funds remain concentrated in a few financial centres, with Luxembourg accounting for 57% of commitments in 2024, the report found
01/27/2026
The gender pay gap on UK financial services boards narrowed by 11 percentage points from 40% to 29% between 2020 and 2024 (the latest available five-year period).
01/27/2026
As Deputy Global Chief Investment Officer, Ertz shapes the firm's macroeconomic analysis, strategic asset allocation, and global investment strategy.
01/27/2026
AI is already embedded across financial services.