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Relying on guidance from historical returns is the number one investment mistake made by millionaires, according to a new survey.

The EU is acting against two member states, Cyprus and Malta, over their investor citizenship schemes.

More than a fifth of women said they have “secret savings” they keep in case they split from their partner, according to a 2,000-person survey from Fidelity International.

The pandemic has resulted in 500,000 fewer millionaires in the UK, Credit Suisse’s 2020 global wealth report indicates.

Investors in the United States are becoming more sceptical of the performance argument for ESG investing, a new study suggests.

Globally the majority of investors are considering portfolio changes ahead of the US election.

The number of phishing scams reported to HMRC grew each month in 2020 H1, increasing by 73 percent in total.

Over 70 percent of ultra high net worth (UHNW) families have leadership structures in place, says international family office Stonehage Fleming.

A new survey indicates younger investors are more demanding when it comes to fee transparency, as well as their provider’s technology offering. Though younger investors were also more likely to value face-to-face advice than their older peers.

After a varied career, “everything has coalesced and brought me to the right place at the right time,” Catherine Grum says of her new role as partner and head of family office services at BDO.