News, Comment & Analysis results for article

Legal
8 April 2025

How Wealth Planning Landscape Could Have Been Upended

The authors contend that had the arguments of the heirs in this case succeeded, a will would have...

Offshore
12 March 2025

Global Volatility Amplifies IFCs' Relevance

The author of this article says that IFCs' ability to facilitate economic exchange, provide...

Family Business Insights
11 March 2025

Family Businesses Must Plan For NextGen

This article, which covers different aspects of family business transfer and succession, comes from...

Legal
11 March 2025

The Use Of Arbitration In Trusts Dispute – A Response

We value readers' reactions to our guest articles, and here is an example about the use of...

Strategy
10 March 2025

The Future Of Switzerland’s EAMs

The Alpine state’s EAM sector has been through several changes, not least new regulations. The...

Strategy
5 March 2025

Generational Wealth Planning: A Smarter Legacy With Embedded Finance

The author of this article says that using "embedded data" can simplify estate planning and reduce...

Asset Management
4 March 2025

Seven Key Asset Management Trends – An Outline

The author of this article looks at seven trends he expects to play out in the world's asset...

Technology
25 February 2025

AI's Cost-Cutting Promises Helps Drive Financial Sector Enthusiasm

In another look at the different ways that banks, wealth managers and family offices are using AI,...

Trust Estate
13 February 2025

Inheriting Trouble: Options After Estate Insolvency Due To Negligence Or Fraud

This article considers arguments about estates involving insolvency, and roles such as those of the...

Practice Strategies
23 January 2025

Digitisation – Shaping The Next Evolution In The WM Industry

Although some European firms are leaders in digitally transforming their operations, there is a...

Comment & Analysis results for article

Technology
19 February 2025

The Soaring Trend Of AI "Co-Pilots" In Wealth Management

We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Tax
9 October 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals – Part 2

This article continues to examine – via the circumstances of Prince Harry and Meghan, the...

Strategy
3 April 2023

GCC Countries’ Economic Dynamism Attracts Investors And Wealth

In the first of a series of articles, we look at trends in the GCC region's wealth management...

Trust Estate
3 March 2023

Challenges For Multi-Generational Families Over Succession

A take-home point from this article is that for multi-generational family firms to navigate...

Technology
6 February 2023

An Economic Era Of Data Democratisation?

The author of this article talks about the economic background of inflation and economic...

White Papers
3 February 2023

Achieving Digital Experience Goals With Technology

The author of this article – the second in a series – argues that even in difficult...

Technology
2 February 2023

Where Next For Banks And Digital Assets?

The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...

Offshore
25 January 2023

New BVI Act Provides Clarity On Virtual Assets

In December, legislation was introduced in the British Virgin Islands for virtual assets. The...

Legal
4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the...