News, Comment & Analysis results for Client Affairs
ESG Phenomenon: A Communication Problem
Developments and commentary in and around the ESG investment space. ...
UK Wealth Firms Adapt Battle For Talent
A number of UK-based private banks and wealth houses have updated their models for hiring and...
Investors Fret Over UK Negative Rates
The Bank of England meets today to discuss interest rates. Two-thirds of investors fear they will...
Weatherbys Steps Up Fraud Awareness
The pandemic has arguably created an open season for cyber criminals. UK consumers have higher than...
REYL Continues Supporting Top-Flight Athletes
Elite sport has been one of many casualties of pandemic disruptions. With a delayed Summer Olympics...
Asset Managers Slammed On Deforestation Disclosure
A new report has ranked BlackRock, Fidelity, and Vanguard among the worst for reporting on the...
UK Banks Cut Some European Nationals' Accounts
Brexit has created a headache for banks serving EU nationals who live in the UK, and for some UK...
Healthcare Investing On The Front Lines
With all eyes on the vaccine rollout and what that means for economic recovery this year, we look...
Investors Press To Protect Stranded Seafarers
A group of asset and investment managers are drawing attention to a humanitarian crisis unfolding...
FCA Finds Plenty Of Liquidity Stress In UK Firms
In a report out yesterday the regulator said 4,000 firms were in danger of going out of business...
Comment & Analysis results for Client Affairs
Family Limited Partnerships - Loathed By Tax Collectors, Loved By HNW Individuals
People looking to minimize tax should consider Family Limited Partnerships now – increasingly...
Taking A Look At The World Of Spreadbetting
Spreadbetting has been buffeted by the financial turmoil but the sector continues to show plenty of...
Wealth Firms Consider Lower Client Asset Minimums
As falling markets have wiped heavy sums from asset values, wealth management firms may reduce the...
Serving The Stars - Wealth Management For Sports And Entertainment Clients
Wealth managers are keen to gain sports and entertainment clients, and many firms have set up teams...
Pensions Cause Much Of The Pain As UK Moves To Raise Top Tax Rate
The UK government jolted the UK wealth management industry earlier this year with a proposed...
As People Tighten Belts, How Luxury Concierge Firms Are Faring
As even wealthy individuals tighten their belts, it appears that concierge firms may struggle, but...
Are Managers Handling Hedge Fund Redemptions Fairly?
With so many investors trying to pull out of hedge funds, the managers of these investment pools...
Making Clients Feel Loved Becomes Critical As Recession Bites
As the credit crunch bites deeper and investors fret about their portfolios, it is more vital than...
The Right And Wrong Ways To Check Clients Are Happy
The wealth management industry is one that lives and dies on the strength of relationships with...
Plunge In Asset Values Creates Opportunities For Tax Planners
Drops in asset prices means now is paradoxically a good time to look at tax planning via trusts and...
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