Guest Article Archive
Undue Influence In Focus: Reflections From UK Case
At the heart of the topic is the issue of power imbalances in financial relationships. ...
Making The Most Of Data In Private Markets
Data is crucial now that showing off supposedly impressive top-line growth figures no longer...
Contesting Wills: Rising Prevalence Of Will Challenges – Implications For Advisors
Recent record figures of cases where a will has to be proved suggest challenges to these documents...
Parental Child Abduction Risks During The Summer Holidays
The author sets out the steps that parents, if they are separated from their former partners,...
Gambling On The System – The Supreme Court Comes Up Trumps
The author examines a major UK divorce court case involving two Russians. ...
How Saudi Family Enterprises Redefine Private Markets
An expert on family offices in Saudi Arabia and the wider world – and a prominent figure at the...
How Reshoring Policy Could Create US Small-Cap Opportunity
While different forces, including protectionist trade policy, can reverse an offshoring trend, it...
From Tabloids To Tweets: How High-Profile, HNW Individuals Manage Reputation Risk
When famous people, or those in the public eye for various reasons, cross legal swords over what is...
Choosing The Right Vehicle For Charitable Giving: Charitable Foundation Vs DAF
The authors of this article examine the differences, advantages and costs of two broadly different...
Family Business To Family Office: Why US Wealth Is Looking East
A prominent figure in Dubai's business community, head of its chamber of commerce, talks about the...
How AI Quietly Revolutionises World’s “Boring” Industries
People – including those in the wealth management sector – need to be less beguiled by the hype...
Retirement Investment Strategies Must Reflect New Retirement World
The following guest article gets to grips with how living in retirement is different from what...
Preparing For 2027 IHT Overhaul: Why Early Estate Planning Is Now Essential
Assuming policy does not change in the interim, the shape of UK inheritance tax will change from...
Rethinking Government Bonds: Time To Bust Some Myths
This article argues that the credentials of government bonds in balanced portfolios have been...
Coffee: The Investor’s Brew?
We hope this article gives readers a heady brew of intellectual stimulation as the author goes...
Post-Separation Accrual – An Examination
The author of this article argues that understanding the nuances of separation is crucial due to...
How AI Is Democratising Wealth Management – Why Sector Is All In
As AI continues to affect modern finance, including wealth management and private banking, we carry...
Why Family Investment Companies Deserve A Fresh Look
Proposed Business Property Relief reforms have thrown a spotlight on succession planning, and...
The Swiss-UK Financial Services Pact – What The "Berne" Agreement Adds Up To
There have been a number of financial services agreements and a 2023 accord between the financial...
Rethinking Reimbursements: The Embedded Finance Shift In Wealth Management Operations
Co-founder and CEO of AAZZUR Philipp Buschmann shares his reflections and gives company leaders an...