News, Comment & Analysis results for Archive

Tax
18 May 2026

Pension Pots Face UK Inheritance Hit: Advisors Say Preparations Essential

The IHT net is widening to include private pensions that are not yet used – and those who aren't...

Tax
18 May 2026

UK's Latest "Rich List" Renews UK Tax Squeeze Debate

The arguments over whether higher taxes on wealthy UK-based people are about fairness, or...

People Moves
18 May 2026

Who’s Moving Where In Wealth Management? – Clarion Wealth Planning, Norman K

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

New Products
18 May 2026

What’s New In Investments, Funds? – State Street IM, Ninety One, Jupiter AM, Others

The latest news in investment offerings, financial products and other services relevant to wealth...

Compliance
18 May 2026

Compliance Corner: Ogier Global, British Virgin Islands

The latest compliance news: regulatory developments, punishments, guidance, permissions and...

Comment & Analysis results for Archive

Art
16 July 2025

Fires, Floods And Other Hazards: Managing Risks To Fine Art

This news service recently talked to the head of art advisory of Citi Wealth – appointed to the...

Asset Management
7 July 2025

Index Investing Has A "Reconstitution" Problem: How To Fix It

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a...

Tax
1 July 2025

Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change

We talk to a businesswoman, TV personality, academic and author about her annoyance, and...

Family Office
30 June 2025

NextGen's Wealth Creation Imperative – In Conversation With AITi Tiedemann

The first generation of a UHNW family might focus initially on protecting – and enjoying – what...

Philanthropy
17 June 2025

New Report On Philanthropy, Ethical Investment

The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking...