Guest Article Archive

Legal
17 January 2024

Piloting Through Choppy Waters To Open Justice

There has been growing pressure to relax reporting restrictions on private and sensitive matters...

Philanthropy
17 January 2024

When Should Charities Refuse Donations

The decision about when to accept a donation or turn it down is complex. With sources of wealth...

Wealth Strategies
4 January 2024

Why Family-Owned Firms Often Set Hottest Performances – JM Finn

The author of this article delves into the qualities of several family-owned companies and reflects...

Compliance
13 December 2023

New EU Legislation For Artificial Intelligence – What It Means For Wealth Management

The arrival of new EU rules governing AI looks imminent. This article considers its main features...

Strategy
11 December 2023

How Asset Managers Can Adapt To Serving Ageing Clients 

As European HNW populations age, asset and wealth managers need to adapt their strategies to this...

Wealth Strategies
8 December 2023

The Era of Globalisation is Over. What Comes Next for Portfolio Managers?

What might the opportunities and challenges for wealth managers and advisors be if, as appears to...

Compliance
7 December 2023

Reviewing "Center for Art Law Report on Anti-Money Laundering and Art" 

With implications for the global market, a new guide to the world of fine art and anti-money...

Tax
1 December 2023

How To Mitigate UK Inheritance Tax Intelligently

The author of this article notes that because of of fiscal drag and ever-rising house prices making...

Legal
30 November 2023

London's Status As Divorce Centre – What The Future Holds

With big cases continuing to come through London, the UK capital continues to enjoy – if that is...

Strategy
29 November 2023

Compensation Models For Wealth Manager RMs: A Look At Switzerland's EAMs

The author of this article argues that selecting the optimal wealth management platform entails...

Strategy
24 November 2023

Banks' Shift From Open Architecture To In-House Products – What's Driving Change?

The author of this guest commentary, who is a senior figure in the Swiss EAM industry, argues that...

Client Affairs
22 November 2023

The Only Way You Can Buy Time

The author of this article pens a defence of private aviation in terms of its convenience to those...

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...

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...

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...

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...

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. ...

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...