News results for Client Affairs
Where Insurance Fits In Wealth Risk Approaches
As part of a series of articles on the intersection of risk management and insurance, this news...
ESG Phenomenon: Intertrust Rebrand, Stonehage Fleming Study, Others
Developments and commentary in and around the ESG investment space. ...
China’s Role In Pursuing Net Zero
Where are we in this tumultuous year in using financial products and political pressure to bring...
Coutts Launches “Purpose Of Wealth” Podcast
In interviews with clients, the bank says it is aiming to lift the lid on different attitudes...
What Advisors Should Avoid When Working From Home
What does successfully working from home involve for wealth managers? This guest piece offers a...
WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Hong Kong
This is the second episode of a video series by this news service in partnership with international...
CFA Ups Ante On Integrating Climate Risk
Financial professionals need the best tools and training for climate change analysis says a new...
Wealth Managers Weigh Chancellor's Latest Package
Reactions below from wealth managers and economists on the wage subsidy and other measures being...
Fees, Returns, Planning, All Up For Client Review - Survey
New research shows that the pandemic has led investors to reassess expectations of their wealth...
CISI And CII Unite In The "Walkie Talkie"
While the future of office space in the Square Mile continues to divide opinion, two large global...
Comment & Analysis results for Client Affairs
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...
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...
Guest Feature: SIPPS - Its All About Timing and Doubling Up
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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...
French Law Edges Towards Trusts
Though very cautiously and one step at a time, there is now no doubt that the concept of...
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...
Giving Shares to Charity is More Tax Efficient
With Christmas approaching, many high net worth individuals will be considering donating cash to...
Philanthropy Takes Centre Stage in the UK
Wealthy UK investors are increasingly looking to use their money to do good, whether by donating or...
Changing Domicile for IHT - Advice for UK Expats
Advisors helping British expats to deal with their inheritance tax planning must consider asking...
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...
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