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Archive Results for Expert View

Consider Defensive Equities, Expect Bond Portfolios To Carry More Risk - iShares

May 15, 2013

Central banks will remain centre stage and bond portfolios will carry more risks than in the past during 2013, according to iShares, the exchange-traded funds arm of BlackRock. In its spring 2013 outlook report, Steve Cohen, head of investment and strategy and insights for EMEA, lays out four investment themes set to dominate a more uncertain second quarter. The firm also suggests investors should consider defensive equities and currency hedged Japanese equities as part of their investment strategy.

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GUEST COMMENT: What Lies Ahead For US Markets In 2013? Asks Coutts

May 15, 2013

Editor's note: Here are comments from James Butterfill, Global Equity Strategist at Coutts. The remarks are taken from the regular "Spotlight" publication sent out by the bank. While this publication is pleased to share such views it does not necessarily share all the opinions in this article.

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"What Keeps You Awake At Night?” - Security Issues Underscored By BVI Data Leak

April 11, 2013

Mustafa Hussain, partner in the international wealth group at law firm Taylor Wessing, discusses what clients and those serving them should be thinking in light of recent BVI data leak story. The key question for private wealth clients (and therefore the front of mind issue for professional service providers in the wealth industry) is, “What keeps you awake at night?” A wealth management client’s answer will usually comprise a list rather than one pressing issue. But such a list will almost always have confidentiality, security, tax and public profile as key worries.

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EXCLUSIVE: New Anti-Avoidance Rules Create Inheritance Tax Risk For The Unwary

April 5, 2013

Alex Way, senior associate in the private client team at law firm Taylor Wessing, discusses the implications of proposed new IHT measures in the UK. A fortnight ago UK finance minister George Osborne stood up and pledged to continue his fight against tax avoidance. As happens every year, only the measures that can be captured in a single sentence make it to the budget speech.

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Q&A: Rockefeller & Co's Jimmy Chang On The Investment Environment

April 4, 2013

Here, Jimmy Chang, a senior portfolio manager and managing director of Rockefeller & Co, discusses some issues around investing in the current environment. The firm emphasizes that views are subject to change and that this should not be construed as investment advice. FWR: What do you see as the biggest challenge in managing clients’ investment portfolios at the moment? Is it a challenge of expectation? JC: The low interest rate environment in developed markets is complicating what had once been some of the simpler aspects of portfolio management.

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Family Business And Cross-Generational Succession Planning

March 25, 2013

Editor’s note: As this publication has explained in previous articles, succession planning remains, particularly given issues such as inheritance tax and complexities such as cross-border ownership, a vital subject in the wealth management sector. In this article, Deborah Robson, partner at law firm Charles Russell, gives her views on some of the specific challenges that can arise. Main threats to family business and wealth Whilst a family business will inevitably be susceptible to factors which affect all businesses, such as market conditions and the fragile state of the economy, there are certain areas of weakness to which family business owners and managers are particularly vulnerable.

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UK Regulator Reminds Industry Again Over Client Suitability

March 18, 2013

Editor’s note: Following a recent speech by Martin Wheatley, managing director, FSA Conduct Business Unit, of the UK’s Financial Services Authority, in which he questioned the suitability of products sold to investors, this article explores some of the issues. It is written by Ian Stott, client services director at. .

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The Perils Of Inheritance Tax On Either Side Of The English Channel

March 5, 2013

New higher taxes in France, such as the controversial top income tax rate of 75 per cent – which has been legally challenged – have encouraged some French citizens to emigrate, either for the duration of the current Hollande administration or for longer. Emigration, however, has its tax pitfalls. At Charles Russell, the law firm, senior associate Terence Bennett explains the current shifting sands of tax law both in France and in the UK, which has seen a significant influx of French nationals in recent years.

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Withers Examines UK Taxes On High-Value Properties By Foreigners, Others

December 13, 2012

Editor’s note: Withers, the international law firm, issues guidance to high net worth individuals, such as non-UK residents, who hold prime properties amid concerns about the possibility of a new UK “Mansion Tax”. As ever, these comments are not necessarily endorsed by this publication but are reproduced here, with permission, as a guide to this complex area. Since the publication of the consultation paper Ensuring the fair taxation of residential property transactions in March 2012, which set out proposals for a new annual charge and capital gains tax charge on non-natural persons ("NNP.

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Don't Get In A Fix With Client Money - IMS Group

November 21, 2012

The UK Financial Service Authority’s client money rules - “CASS” - the rules that govern money a firm receives or holds for a client in the course of investment business - assume that monies are held for immediate repayment. With low interest rates and the desire to diversify credit exposures, fixed term investment of client money seems attractive, possibly good stewardship. But recently, the use of fixed term deposits to increase returns on clients’ money has started to vex the regulator.

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