News, Comment & Analysis results for Client Affairs
Wealth Management: Finding And Placing Talent
This news service speaks to an experienced wealth sector executive search figure about the state of...
Get Busy Talking To Build Client Confidence - Quilter Survey
Talking regularly to clients during a crisis such as the pandemic ought to be blindlingly obvious...
How Tough Times Get Families To Re-Set Wealth Priorities
Families and their businesses shouldn’t pass up the opportunity to think about how to keep their...
We Need To Talk About Brexit - Again
With further lockdown easings in June that have scientists divided, Arbuthnot's lead economist...
Quilter Opens Mental Health Resilience Support Hub
Wellbeing experts and behavioural economists are among those offering support as external advisors...
Getting Disciplined About ESG, Industry Takes Stock
More views on the strides of ESG from leading practitioners at Cornerstone Capital; Maitri in Asia,...
What's New In Investments, Funds? - Sanlam UK, Deutsche Bank WM
The latest developments in wealth management, including new product and services offerings. ...
Stay Positioned For Equity Recovery Sooner Rather Than Later - Rothschild
Suggestions that the globe faces a 1930s-style Depression because of the suppression measures to...
PIMFA Scales Up Scam Advice To Worried Savers
PIMFA is releasing more fraud and scams prevention guidelines to help savers navigate in these...
Coronavirus, Public Policy And Markets: What Wealth Managers Say
As inboxes overflow with updates on the global response to COVID-19, here is a mix of responses...
Comment & Analysis results for Client Affairs
Performance Issues in Executive Compensation
The vast majority of share-based long-term incentive plans operated by UK listed companies include...
Client Satisfaction Improves Sharply with UK Wealth Managers
Client satisfaction at UK private banks and wealth managers has improved remarkably, almost to the...
New York Still Where The Money Is
Both the West and East coast of the US have the wealthiest ZIP codes (area codes), according to...
Maximise “A” Day Protection: Maximise Action Now
6 April 2006 is a date imprinted on the minds of all private client advisers as “A” Day: the...
UK's Next PLC Devise Ingenious Executive Compensation Scheme
In an innovative new approach to rewarding senior executives, Next Plc last year announced that its...
US Executives & Corporates Offered Tax Lifeline
The US Internal Revenue Service ("IRS") has unveiled a settlement initiative for executives and...
Wealthy Break Silence on Private Decisions Over Succession
“The Succession Project” was commissioned by Saffery Champness to confirm our understanding of...
Baby Boomers Not About to Retire, Says Merrill
The baby boomer generation is not interested in pursing a traditional retirement of leisure but...
Taxation of “Private” Collective Investment Schemes – Big Changes Ahead?
Collective investments schemes in the UK currently enjoy a favourable tax position allowing them to...
Discriminatory Taxes – EU to The Rescue
One of the features of our tax system has always been that the tax treatment of a person or...
Award Winners
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