Guest Article Archive
Post-Separation Accrual – An Examination
The author of this article argues that understanding the nuances of separation is crucial due to...
How AI Is Democratising Wealth Management – Why Sector Is All In
As AI continues to affect modern finance, including wealth management and private banking, we carry...
Why Family Investment Companies Deserve A Fresh Look
Proposed Business Property Relief reforms have thrown a spotlight on succession planning, and...
The Swiss-UK Financial Services Pact – What The "Berne" Agreement Adds Up To
There have been a number of financial services agreements and a 2023 accord between the financial...
Rethinking Reimbursements: The Embedded Finance Shift In Wealth Management Operations
Co-founder and CEO of AAZZUR Philipp Buschmann shares his reflections and gives company leaders an...
The FCA’s War On Websites
Niall Hearty of Rahman Ravelli examines the Financial Conduct Authority’s ongoing battle against...
The Art Of Bluff: Trump’s Tariff Tactics In US-Japan Trade Deal
The author argues that US President Donald Trump’s tariff threats against Japan were largely a...
Financial Advantages, Consequences Of Choosing “Wrong” Divorce Jurisdiction
The author notes that London bears the title of divorce capital of the world, particularly given...
Private Markets Hold Ground As UHNW Clients Seek Outperformance
The author, from Connection Capital, who says investor sentiment towards private markets is...
Putting Banks “On Inquiry” – Non-Commercial Lending To Couples
A recent decision of the Supreme Court affects the circumstances in which a lender bank will be put...
Embolden And Empower: HNW Women's Role In Driving UK Growth
The author of this article argues that the rise of female angel investors is not just a matter of...
Standish vs Standish: What’s Mine Isn’t Yours
The result of the major divorce case provides necessary guidance to what might seem a simple query:...
Why Donor-Advised Funds Excel Under New UK Tax Regime
Against a background of large rises - and threatened increases - to taxes such as IHT in the UK,...
Post-Separation Accrual And The Separation Test
The date on which parties separate in divorce cases is significant in establishing how assets are...
Every HNW Couple Should Get a Prenup: Lessons from Standish v Standish
The author of this article argues that the "best advice" for HNW individuals is to agree to a pre-...
HMRC’s Pursuit Of The Wealthy – HNW Individuals Must Wake Up
Faced with UK government-set targets to increase tax collection, the tax authority must view high...
Navigating Shareholder Meetings In A Digital Age
The authors – from a law firm – explores the developing world of hybrid meetings among business...
Attracting Acquirers: M&A In Asset, Wealth Management
There's a lot of consolidation going on in the world's wealth management sector and the author of...
Bad Romance: Protecting Vulnerable Family Members From Love Scammers
With data showing a significant rise in cases of such "romance fraud," advisors need to be aware of...
Early Estate Planning: Why UHNW, HNW Individuals Should Plan Sooner
Plan early and thoroughly – these are the take-home points from an article looking at the...