Guest Article Archive
What UK Wealth Management Can Learn From Europe
UK wealth managers in the past have been more cautious about private market investing than is the...
Running Before They Can Walk: Managing Compliance In The AI Era
When it comes to implementing AI at wealth and investment firms, the process should be seen as a...
How Micro-Investing Grows Wealth, Promotes Brand Loyalty
Micro-investing might sound like a trendy concept, but the author of this article says it deserves...
Should Investors Brace For Turbulent Markets In Election Month?
This article, which explores the patterns of market performance during a number of presidential...
A UK Fraud Mandatory Reimbursement Scheme: New Rules, Powers And Bank Burdens
The authors of this article argue that regulators and legislators may need to act again to regulate...
The UK’s Property (Digital Assets Etc) Bill: A Necessary Evolution
This article examines UK moves to draft new legislation for digital assets, building also on a...
Why Information Sharing Must Improve To Support UK Taxpayers
Though the onus is ultimately on the taxpayer to complete an accurate tax return, the author of...
Wealth Firms Must Position For Rise Of UHNW Female Clients
As the author of this article states, wealth firms will need to adapt to the societal shift to...
Navigating Pensions In Divorce: The Role Of CETVs, Expert Guidance In Financial Settlements
A report in 2019 transformed the way in which pensions are treated in financial settlements. This...
A Bombshell For Beneficiaries
At a time when emotions are on edge after a bereavement, there is the added unpleasantness from the...
KYC Screening For Private Banks And Wealth Managers: The Sharp Side Of The Mountain
As readers in the industry know, in the evolving landscape of private banking KYC, staying ahead...
Gold Or Silver – What's Best To Invest In H2 2024?
This article explores the pros and cons of investing in silver and gold, examining recent market...
Trust Taxes: What Trustees Need To Know
What does being a trustee involve, and what are some of the principal issues that people need to...
The Key To Safe Crypto Inheritance
In this article, the author discusses the safe way to inherit crypto assets and why decentralised...
Private Equity Purchase Of Hargreaves Lansdown – A New Wealth Management Era?
The involvement of private equity in a large UK wealth and investment business creates a "golden...
Lessons From Rupert Murdoch’s Legal Battle
A court case is brewing over Rupert Murdoch's plans for succession of his family business and the...
Responsible Cloud Migration – Overcoming Data Security Challenge
As the author argues, data is widely regarded as an organisation’s main asset, but data...
Israel’s Immigration Continues, Supported By Tax Incentives
We carry this brief commentary by a long-standing figure in the world's trust and estates planning...
Beyond The Headlines: Protecting Investments Amid Geopolitical Storms
When storms blow up, investors want to be on the most stable, robust vessel they can find, and the...
Relocating To Switzerland? – Steps To Take
Growing uncertainties over legal, fiscal, geopolitical and political events are prompting many HNW...