News, Comment & Analysis results for Client Affairs
Soaring Fraud Puts E-Commerce In Seasonal Spotlight
This year e-commerce will handle most of the seasonal shopping traffic. With digital payment fraud...
Bank Luminary Joseph Safra Dies At 82
His financial empire included Zurich-based J. Safra Sarasin, Safra Bank in Sao Paolo and the Safra...
ESG Phenomenon: Mirova Ups Stakes On B-Corp Values
Developments and commentary in and around the ESG investment space. ...
Financial Abuse: How Should Managers Protect Vulnerable Clients
In a year that has shone a light on the elderly, stuck in isolation and more exposed to financial...
Rural Wealth: Down On The Farm After Brexit
Farmers had a glimpse this week of what will replace EU farming subsidies as the UK exits Europe...
Going Virtual Dilutes Analysts' Value - Survey
The value asset managers place on one-to-one interactions with analysts has dropped by nearly 50...
ZEDRA Launches "Global Expansion Service" After Acquisition
The new service is designed to help companies expand around the world. It sits alongside the range...
ESG Phenomenon: Biden Energizes Clean Energy Path
Developments and commentary in and around the ESG investment space. ...
ESG Phenomenon: Oxford Endowment Turns To BlackRock, UK Treasury Goes Green
Developments and commentary in and around the ESG investment space. ...
Reviewing Workplace Legalities As Second Lockdown Begins
This guest feature from a UK employment law specialist looks at where employers and employees are...
Comment & Analysis results for Client Affairs
Family Limited Partnerships Seen as Next Big Thing in Wealth Planning
Family Limited Partnerships are already a large market in the US but are starting to generate a...
The March of the Financial Advice Aggregators
An economic trend that starts in the US will often hit the UK and that is certainly happening to...
Guest Feature: SIPPS - Its All About Timing and Doubling Up
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Helping Clients Look for a Career Change
The wealthy increasingly consider their working lives as a means to an end and look to a second...
French Law Edges Towards Trusts
Though very cautiously and one step at a time, there is now no doubt that the concept of...
The Burden of UK Inheritance Tax – Is It Fair?
Two elderly sisters narrowly lost their battle in the European Court of Human Rights on 12 December...
Giving Shares to Charity is More Tax Efficient
With Christmas approaching, many high net worth individuals will be considering donating cash to...
Philanthropy Takes Centre Stage in the UK
Wealthy UK investors are increasingly looking to use their money to do good, whether by donating or...
Changing Domicile for IHT - Advice for UK Expats
Advisors helping British expats to deal with their inheritance tax planning must consider asking...
How Are UK Expats Affected by Recent Pension Changes?
Pension changes made this year by the British Government have done little to help expats, and they...
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