Also in the WealthBriefing network: WealthBriefingAsia | Family Wealth Report

Diary Entries

Weekly Poll

View previous poll results >>

Disclaimer

ClearView does not represent or make any warranty in respect of the accuracy, reliability or continuous supply of any of the information, content contained on this service.

Any reliance placed upon any information will be at the sole risk of the individual and ClearView will have no responsibility to ensure that the information meets your requirements.

Expert Commentary

Post-Crisis, Rising Regulatory Tide Forces Big Wealth Industry Change - RBC/Capgemini

Tom Burroughes

19 June 2013

Nowhere To Hide On Tax In UK

The game is up for artificial tax avoidance schemes and other ploys to dodge UK tax, the author of this article argues. Such schemes should have been seen as too good to be true in the first place.

David Adams

June 14, 2013

EXCLUSIVE: Top Priorities For Targeting Younger Clients

Senior executives speak exclusively to WealthBriefing on what they see as top priorities for wooing younger clients.

Wendy Spires

June 14, 2013

EXCLUSIVE: Consultant Sees Further M&A In UK Wealth Market, Frets Over "Orphans"

M&A in the UK’s fractured wealth and financial advisory sector is brisk and one figure with a particular vantage point on the scene is Brian Spence, a consultant helping firms to make sense of what is going on.

Tom Burroughes

June 17, 2013

INTERVIEW: London & Capital Upbeat On Its New Immigration Service, Sees Strong Pipeline

London & Capital says its recently created immigration investment and wealth planning division has so far captured a sizeable chunk of business from foreigners seeking to tap the new UK visa system for HNW individuals.

Tom Burroughes

May 23, 2013

Reasons To Love Indonesia

Newton Fund Manager Caroline Green sets out the reasons why she is a fan of Indonesia.

Tom Burroughes

June 18, 2013

INTERVIEW: Following Convictions To Bring Home The Investment Bacon

In the active vs passive investment debate, one firm that takes "high conviction" investing very seriously is Polen Capital Management, a firm that has recently launched a fund aimed at European clients.

Tom Burroughes

April 29, 2013

Professional Development For UK Advisors - Whose Responsibility For SPS Statements?

Under the RDR, client-facing individuals are now required to obtain a statement of professional standing (SPS) - effectively a practicing certificate - from an accredited body as evidence that they are meeting the standards. This article asks who is responsible for SPS in practice.

Chris Kaye

June 11, 2013

News and Features

Latest News and Analysis

G8 Leaders Pledge To Reveal IDs Of Beneficial Owners; Isle Of Man Issues Action Plan

UK Lawmakers Back Measures To Curb Reckless Bankers, Including Threat Of Jail

Investors Make A Return To Europe, Retreat From Emerging Markets, Japanese Equities - BoA Merrill Lynch

Dangerous Market Valuations Through Quantitative Easing Will Pose A Threat To Investors - Duncan Lawrie

Kaiser Partner Records Increase In Net Profit, Moves Into Digital Space

More News and Analysis >>

Latest Business Intelligence

EXCLUSIVE: Top Priorities For Targeting Younger Clients

Essential Advice For Weighing Up Financial Vehicles And Jurisdictions

Global Wealth Expanded In 2012; Offshore Assets Rose, But Share Dipped - BCG Study

BREAKFAST BRIEFING: Investment Rulebook Torn Up After 2008 Crisis; What Is "New Normal?"

Switzerland Proposes New Approach To Confiscate Dictators' Assets

More Business Intelligence >>