To start, only some advisers are allowed to do so. How to navigate discretionary trading

Financial institutions go to great lengths to keep high-net-worth clients happy. But extras only go so far

Young people see an opportunity as sellers face a dearth of buyers

Worried their estates may fall victim to the ‘silver spoon syndrome,’ wealthy parents are educating the next generation

The tactic is most commonly used by high-net-worth individuals, but donors of all stripes can benefit, experts say

The world’s population is greying, and spending on medical treatment is expected to rise

Investors are often their own worst enemies, but establishing a financial plan and sticking to it can help

With less analyst coverage and higher risk, these dividend-paying stocks may be available at attractive prices

With income tax rates at home rising, interest has grown in warm places with low – or no – personal levies

But the complicated finances and riskier lifestyles of high-net-worth individuals can make policies harder to get

Wealthy clients who no longer want to chase market returns are taking a more relaxed – and stable – view by using hedging strategies

Rich millennials are risk-takers, but when it comes to investing, they tend to be rather conservative

High-net-worth investors are as concerned about keeping their fortunes as growing them

It has the characteristics of an inflation hedge: yield, leverage and cap gains

From alternatives to green bonds, the entry points for investors have come down for many products

With business owners about to collectively transfer a huge chunk of wealth to the next generation, they may be overestimating how easy that will be to do