Guest Article Archive

Strategy
21 November 2023

Future Of The Wealth Ops Workforce

The author of this article argues that technology and artificial intelligence will revolutionise...

Legal
15 November 2023

A Walk Around The World Of Prenups

This article sets out the important steps to consider for prenup agreements, their limitations and...

Compliance
13 November 2023

Your Client Is Not Anonymous: Are Wealth Managers Running Risks With HNWIs’ Data?

Efforts to handle privacy regulations such as GDPR and equivalents in the US may encourage wealth...

Trust Estate
10 November 2023

Hungary Offers Alternative Structures To Trusts Beset By Greater Transparency

A few days after this news service covered the creation of family offices in Hungary, we return to...

Legal
10 November 2023

Shareholder Disputes Increase: How To Manage Risks?

The authors of this article – the fourth in a series – say the present unsettled economic...

Tax
7 November 2023

Leaving The UK: Adhesiveness Of UK Tax Residence, Seven Traps For The Unwary

When people choose a leave a country – sometimes to get away from oppressive levels of tax – it...

Tax
6 November 2023

No Safe Havens - HMRC’s Increasing Focus On Offshore Matters

As the authors of this article argue, those involved in offshore bank accounts and investments must...

Strategy
6 November 2023

Transparent Assets: What HNW Families Should Know And Do

This is the first in a series of commentaries from the law firm about private client challenges. ...

Strategy
3 November 2023

Relocation, Relocation, Relocation: When, How To Prepare For Any Move

With higher taxes possibly on the way in the UK and likely to affect HNW individuals and families,...

Compliance
2 November 2023

When Investors Sue Fund Managers For Breaching National Marketing Rules – The French Example

The author of this guest commentary argues that to mitigate distribution risks when fundraising...

Investment Strategies
31 October 2023

Asia Ex China: The Next Investment Story?

The author of this piece answers the headline question by concluding that it is "better to be well...

Tax
25 October 2023

What Labour's Tax Proposals Could Mean

What a Labour government could hold in store for high net worth individuals is the focus of this...

Compliance
20 October 2023

The Power of Investor Pushback And Regulatory Change. Case Study: Japan

Examining the Japanese market, the author of this article looks at how to answer clients when they...

Trust Estate
19 October 2023

Forced Heirship, Private International Law And Trusts

Forced heirship is a concept that might appear odd to those unused to different legal codes, but it...

Strategy
12 October 2023

Financial Risks, Decisions In The Age Of AI

If AI can raise standards for all kinds of advisors then it might be thought of as negligent not to...

Legal
4 October 2023

Proposed UK Surrogacy Reforms: Improvements On Horizon? 

The following article looks at proposed reforms to surrogacy law and how they are likely to apply. ...

Strategy
2 October 2023

How To Unleash Top Investment Talent, Teams

The following article examines the qualities and standards needed to deliver a successful...

Compliance
29 September 2023

Money Laundering Weaknesses In The Art World

For all the changes that have taken place, such as the European Union's fifth AML directive, there...

White Papers
29 September 2023

Central Bank Digital Currencies: Impact On Financial Inclusion, Private Sector Banks

Central bank digital currencies are being considered by a raft of countries. They bring, so...

Strategy
27 September 2023

Too Many People Don't Know Enough About Financial Products – That's Dangerous

For far too many people, including those up the wealth scale, their understanding of financial...