Wealth Management Archives - Somers Partnership

Where Conviction Meets Capital: New Somers Partnership Research into Family Office Investment Strategies

Family offices are rarely short of investment opportunities. The more difficult question is where conviction is strong enough to translate into capital. Our latest Somers Partnership research report, Where Conviction Meets Capital, explores that question through the investment priorities, concerns and future plans of family office principals, CIOs, investment directors and senior investment professionals across

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Inheritance Tax Reform and the Acceleration of Succession

Family Offices, News, Newsletter, Wealth Management

When Policy Deadlines Reshape Family Timelines The UK’s evolving approach to inheritance tax, particularly in relation to business and agricultural property relief, has shifted succession planning from a long-term intention to an immediate strategic priority. With thresholds, qualifying criteria and timing changes moving towards implementation in April 2026, many entrepreneurial and landowning families are finding

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The Hidden Challenges of Family Office Careers and why skills alone won’t get you hired

Family Offices, Newsletter, Recruitment, Wealth Management

The world of family offices is undergoing profound change. Across the globe, the number of single family offices has risen dramatically. Deloitte estimates that the total has grown from around 6,130 in 2019 to more than 8,000 today, with assets under management forecast to reach $5.4 trillion by 2030. Families are professionalising their structures, broadening

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How we use micro experiences to secure top candidates

All, Recruitment

In the recruitment process, candidate experience (CX) can have a significant impact on whether or not someone signs on the dotted line. With competition for top talent currently at its peak, paying attention to the small details in the recruitment process can make a big difference. At The Somers Partnership, we know what it takes

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Your Recruitment Roadmap Out Of Lockdown

All, News, Recruitment, Wealth Management

As we look to the year ahead, businesses now have a much clearer picture of how and when we will be moving out of lockdown. The roadmap has been laid down and with it a feeling of certainty and confidence has returned. Collectively, we are all looking ahead to the good times to come. Now

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How to Harness the Power of Compound Talent

All, Family Offices, Finance, Newsletter, Recruitment, Wealth Management

Times are changing in the wealth management, private banking and family office sectors in the wake of Covid and with Brexit looming on the horizon. We are experiencing unforeseen changes to customer and employee behaviour and with many firms forced to make fundamental changes to their business model, we urge employers to consider harnessing the

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How To Pivot Your Business For Growth

All, Family Offices, Finance, General, News, Newsletter, Recruitment, Wealth Management

The global pandemic has opened up new opportunities for businesses able to adapt, improvise and overcome the many challenges. For many, this will involve reacting to changes in customer behaviour, maybe taking their business in a new direction, pivoting towards a different set of goals rather than continuing in a straight line. By taking a

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How To Pivot Your Career

All, Family Offices, Finance, General, News, Newsletter, Recruitment, Wealth Management

Shift happens, here’s how to deal with it… This year has seen some dramatic changes in the Wealth Management, Private Banking and Family Office sectors, not least working from home and working flexibly, which is what we have been advocating. The effects of COVID-19 and Brexit are already being felt across the industry and the

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The Forecast Looks Bright as New Trade Deals Emerge

All, Family Offices, General, News, Newsletter, Recruitment, Wealth Management

It seems the winds of change are blowing across our shores, the Government messaging is turning away from “Stay Home, Stay Safe” and instead they are preparing us to return to work with a new message that Covid19 is harmless to the vast majority of people. It seems that now the recession is causing greater

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Recruiting in the Time of Covid – The Power of Networking from a Distance

All, General, News, Newsletter, Recruitment, Wealth Management

For the first time in our lifetime, we are being forced to spend a prolonged time apart, our normal business routines have been suspended and we are no longer able to enjoy networking with our contacts face to face, but that doesn’t mean we must suspend interaction with our contacts, far from it. We would

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How we use micro experiences to secure top candidates

Your Recruitment Roadmap Out Of Lockdown

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