News, Comment & Analysis results for CISI

Reports
13 December 2019

Sterling Steadies After Surging On Decisive Tory Election Win

Relieved investors piled into sterling as soon as exit polls last night showed the Tories were on...

People Moves
5 December 2019

Global CIO Named At Fidelity Asset Management

Several senior moves follow the decision by a Fidelity Investments veteran to retire. ...

Trust Estate
21 October 2019

Major Inheritance Tax Ruling - A Jersey Charitable Trust Case

The Supreme Court has ruled that a deceased woman's gift to a charity in her native Jersey is...

Trust Estate
18 October 2019

Lessons From Earl Spencer's Decision To Shake Up Family Succession, Legal Comment

Wealth advisors can learn important lessons from these high-profile cases. ...

Fund Management
25 September 2019

Wealth Managers React To Supreme Court Ruling

As signalled last week, the Supreme Court has ruled unanimously that the proroguing of the UK...

Asset Management
13 August 2019

Biases Working Against Female Investors, Behavioural Study Suggests

A sizable sample study has shown how certain biases affecting financial decisions if picked up...

Legal
31 July 2019

Domicile And Disputed Wills - The Impact Of Social Media

A case involving the French entertainment star has highlighted the role social media can play in...

Client Affairs
23 July 2019

Avoiding Marital Financial Mistakes: What Couples Can Do

There is nothing romantic about marital finance. All the more reason to weigh early on how finances...

Wealth Strategies
28 May 2019

UK's Theresa May Quits - What Wealth Managers Said

Wealth managers comment on the decision of UK Prime Minister Theresa May to resign after she failed...

People Moves
28 May 2019

Old Mutual Suspends CEO As Interests Clash

The firm stressed that its decision to suspend Moyo was not caused by performance or financial...

Comment & Analysis results for CISI