News, Comment & Analysis results for Client Affairs
UK Group Launches Revised Apprenticeship In Financial Planning, Paraplanning
The New Talent Alliance – an industry-led initiative aimed at improving access to careers in...
UK Inflation Runs Hot, Limits Scope For Rate Cuts – Wealth Managers
After the UK inflation rate jumped by more than expected in April, its highest level since February...
Wealth Managers React To UK-EU Trade Deal
After the UK and the EU agreed on a new trade deal – five years after Brexit – wealth managers...
Wealth Managers React To Above-Forecast UK GDP Increase
After UK GDP grew by more than expected in the first quarter of 2025, wealth managers discuss the...
Wealth Managers React To US-China Trade Deal
After the US and China agreed on a deal to lower import taxes on goods being traded between the two...
Yorkshire County Cricket Club Teams Up With Titan Wealth
Titan Wealth, a vertically-integrated business offering custody, platform, discretionary fund...
UK Tax Squeeze Shows No Sign Of Relenting
Wealth managers react after UK Chancellor of the Exchequer Rachel Reeves released the UK’s Spring...
Close Brothers Asset Management Renamed As TrinityBridge
The move marks a new chapter for the company as an independently run business. ...
UK's Evelyn Partners Backs Women's Sports In Padel Pact
Ahead of International Women's Day on 8 March, Evelyn Partners, a UK wealth manager with £63...
German Elections Seen As Booster For Business
Wealth and asset managers consider the election results of 60 million Germans who voted in 299...
Comment & Analysis results for Client Affairs
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...
Focus On Investment Opportunities In India – Lombard Odier
Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses...
HNW Individuals' Public Profiles Risk Reputation Threats
Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an...
Exclusive: Diversified Portfolio Key For Investors – Kingswood
Despite the better-than-expected rise in UK GDP in May, investment managers believe that the...
"No Fault Divorce" – Only A Tick Box Away From Separation
A change in law affecting England and Wales came into force from early April, changing the...