News results for Client Affairs
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...
Investing In The Planet: A 2020 Turning Point?
The shutdown earlier this year cut Earth's ecological footprint by nearly 10 per cent. This was bad...
The ESG Phenomenon: CFA Seeks New Disclosure Rules Feedback; Liechtenstein
The latest developments in and around the ESG investment space. ...
Schroders Latest To Report No Rush Back To Office
The policy for encouraging staff to return to the office to save city centre businesses and revive...
Expats On The Move
There is some evidence that professionals are moving back to their home countries as a result of...
China "Bytes" Back: The Case For Equities - Comment
Much of what is fuelling deteriorating US-China relations is business dominance. China is rapidly...
Brexit Outweighs COVID In Retiring Abroad
Many in the UK are rethinking retirement plans for moving abroad. Their decisions are less focused...
EU Passes Recovery Plan - The Details
Beyond the headline that the EU 27 have struck a deal, this overview from AXA IM's group chief...
ESG Lens Making, Breaking Reputations
How families in the public eye invest their money is only going to face more scrutiny. Sustainable...
Comment & Analysis results for Client Affairs
Credit Where Credit’s Due
In the first of a series of articles adapted from his recent book, Global Private Banking and...
UK Government Forced to Look Again at Pension Annuities
The UK government is considering scrapping new rules that prevent pensioners being forced to buy an...
UK Executive Pensions Provision – What Next
On A-Day, major pensions legislation was implemented in the UK: now pension scheme sponsors, scheme...
The UK Taxman and the Banks - Information Confidential ?
As has been recently reported in WealthBriefing, HM Revenue & Customs have enjoyed a startling run...
The Home - Estate Planning During Lifetime
For the “middle England” or UK family business person, the home is usually the most important...
Share Schemes to Pensions – The Emperor’s New Clothes?
Much has been written on the benefits for employees of transferring shares from a Savings-Related...
Share Option Plans - Trends in the FTSE 250
This is the fourth in a series of articles focusing on trends in the remuneration of directors of...
Court Direction - Disclosure of Trust Assets
Divorce and wealth is growing in importance and wealth managers increasingly need to be up to speed...
Share Option Costs Will Be Less Than Anticipated
The new accounting treatment for share options has huge ramifications for corporate profits and the...
The Wealthy Set the Economic Agenda
The world is dividing into two blocs, the “Plutonomy” nations, where economic growth is powered...
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