News results for Client Affairs
UK Budget Watch: What's In Store
Tax rises are occupying minds to pay down the pandemic, meet climate targets, and politically break...
The Tax Collector Cometh - How Insurance Handles HNW Cash Crunch
The days when UK-based property would be clear of inheritance taxes if owned by foreigners have...
New Tilney Smith & Williamson Service Targets Retiring Advisor Clients
The wealth advisory is launching a programme for financial advisors close to retirement that have...
Tech Nation Backs Programme Support For Black Entrepreneurs
In an effort to “normalise” underrepresented groups in UK tech, a London accelerator has...
Rise Of Concierge Healthcare – The Right Investment?
While typically perceived as a luxury amenity, the narrative has started to shift, with many...
Brexit, Pandemic "Reset" Investment Models For IFAs
IFAs have overwhelmingly revised their investment propositions, with advisors giving a variety of...
Lange Auf Wiedersehen, Balancing The Books: German Elections
After 16 years, Chancellor Merkel’s term in office is drawing to a close. Surprising inattention...
Ex JP Morgan Figures Launch Investment Boutique
Former JP Morgan peers are bidding to bring competitively priced ‘private bank' levels of service...
What's New In Investments, Funds? - BNP Paribas AM
The latest offerings in investments, such as funds and structured products, and other notable...
Charities Find Support To Repurpose Dormant Trusts
No-one likes funds sitting idle, and the UK Charity Commission has identified a large pot of money...
Comment & Analysis results for Client Affairs
COVID-19 And ESG Data: Spotting Cracks Before The Quake
How far can country ESG data help identify potential fissures and predict a country's capacity to...
The Lockdown: How Wealth Managers Are Coping
For a sense of the immediate impact of the health crisis on wealth managers as they meet client and...
UK's "Golden Visas" - Reflections On Tribunal Ruling
A recent tribunal case in the UK suggests the authorities are hostile, or at least not very...
Protecting The Client: Digital Footprints, Offshore Leaks - The View From Taylor Wessing
We talk to a major law firm about some of the issues that arise around the topic of "protecting the...
Protecting The Client: Why It's Much More Than Guarding Money
This news service is looking at a variety of topics that collectively come under the title of...
Suits You, Sir - How Wealth Managers Must Approach "Suitability" In Future
The need to ensure that investments are suitable for clients continues to be as important as ever,...
WEALTH TALK: Focus On Protecting The Client
Here is the latest video discussion from ClearView. ...
WEALTH TALK: Focus On Geopolitics And Rule Of Law
We get into the "big picture" of geopolitics, the rule of law, stable property rights and the "good...
The Fiercely Competitive World Of Elite International Schools
A look at how one private school in Switzerland is staying on top of a changing world. ...
Programme Steers Family Businesses Around Wealth, Ownership Challenges
The programme, held in Cambridge, is designed to educate HNW and UHNW families in a private...
Award Winners
WealthTalk - Awards Videos
Lombard International Assurance's Specialist Wealth Offering
Duration: 1.33m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: How Russia's Invasion Of Ukraine Might Affect Wealth Management
Duration: 6.42m
WealthTalk - Expert View Videos
WEALTH TALK: Making Wealth Technology Count – In Conversation With April Rudin
Duration: 8.60m