News results for Client Affairs

Client Affairs
3 November 2020

Economic Abuse: Its New Role In Divorce, Legal

Economic abuse has gained increasing recognition as a form of domestic abuse, reflected in the...

Client Affairs
30 October 2020

ESG Phenomenon: ESG Holding Little Sway With Pensions

We gather developments and commentary in and around the ESG investment space. ...

Client Affairs
28 October 2020

How UHNWs Re-evaluate Risk, Commentary

How do families talk about risk and map their response? According to a recent wealth industry...

Client Affairs
28 October 2020

Where Insurance Fits In Wealth Risk Approaches

As part of a series of articles on the intersection of risk management and insurance, this news...

Client Affairs
22 October 2020

ESG Phenomenon: Intertrust Rebrand, Stonehage Fleming Study, Others

Developments and commentary in and around the ESG investment space. ...

Client Affairs
16 October 2020

China’s Role In Pursuing Net Zero

Where are we in this tumultuous year in using financial products and political pressure to bring...

Client Affairs
1 October 2020

Coutts Launches “Purpose Of Wealth” Podcast

In interviews with clients, the bank says it is aiming to lift the lid on different attitudes...

Client Affairs
30 September 2020

What Advisors Should Avoid When Working From Home

What does successfully working from home involve for wealth managers? This guest piece offers a...

Client Affairs
28 September 2020

CFA Ups Ante On Integrating Climate Risk

Financial professionals need the best tools and training for climate change analysis says a new...

Client Affairs
25 September 2020

Wealth Managers Weigh Chancellor's Latest Package

Reactions below from wealth managers and economists on the wage subsidy and other measures being...

Comment & Analysis results for Client Affairs

Client Affairs
21 August 2008

Family Limited Partnerships Seen as Next Big Thing in Wealth Planning

Family Limited Partnerships are already a large market in the US but are starting to generate a...

Client Affairs
14 April 2008

The March of the Financial Advice Aggregators

An economic trend that starts in the US will often hit the UK and that is certainly happening to...

Client Affairs
17 March 2008

Guest Feature: SIPPS - Its All About Timing and Doubling Up


Client Affairs
8 January 2008

Helping Clients Look for a Career Change

The wealthy increasingly consider their working lives as a means to an end and look to a second...

Client Affairs
14 March 2007

French Law Edges Towards Trusts

Though very cautiously and one step at a time, there is now no doubt that the concept of...

Client Affairs
21 December 2006

The Burden of UK Inheritance Tax – Is It Fair?

Two elderly sisters narrowly lost their battle in the European Court of Human Rights on 12 December...

Client Affairs
8 December 2006

Giving Shares to Charity is More Tax Efficient

With Christmas approaching, many high net worth individuals will be considering donating cash to...

Client Affairs
5 December 2006

Philanthropy Takes Centre Stage in the UK

Wealthy UK investors are increasingly looking to use their money to do good, whether by donating or...

Client Affairs
27 October 2006

Changing Domicile for IHT - Advice for UK Expats

Advisors helping British expats to deal with their inheritance tax planning must consider asking...

Client Affairs
28 September 2006

How Are UK Expats Affected by Recent Pension Changes?

Pension changes made this year by the British Government have done little to help expats, and they...