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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...
Global Volatility Amplifies IFCs' Relevance
The author of this article says that IFCs' ability to facilitate economic exchange, provide...
Family Businesses Must Plan For NextGen
This article, which covers different aspects of family business transfer and succession, comes from...
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...
The Future Of Switzerland’s EAMs
The Alpine state’s EAM sector has been through several changes, not least new regulations. The...
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...
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...
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,...
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...
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
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...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
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...
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...
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate...
An Economic Era Of Data Democratisation?
The author of this article talks about the economic background of inflation and economic...
Achieving Digital Experience Goals With Technology
The author of this article – the second in a series – argues that even in difficult...
Where Next For Banks And Digital Assets?
The rout in prices of cryptocurrencies and certain entities last year shook the sector and has left...
New BVI Act Provides Clarity On Virtual Assets
In December, legislation was introduced in the British Virgin Islands for virtual assets. The...
The Power Of Nuptial Agreements In English Courts
As the authors of this article explain, nuptial agreements are not automatically binding in the...