News, Comment & Analysis results for Client Affairs

Client Affairs
22 October 2020

ESG Phenomenon: Intertrust Rebrand, Stonehage Fleming Study, Others

Developments and commentary in and around the ESG investment space. ...

Client Affairs
16 October 2020

China’s Role In Pursuing Net Zero

Where are we in this tumultuous year in using financial products and political pressure to bring...

Client Affairs
1 October 2020

Coutts Launches “Purpose Of Wealth” Podcast

In interviews with clients, the bank says it is aiming to lift the lid on different attitudes...

Client Affairs
30 September 2020

What Advisors Should Avoid When Working From Home

What does successfully working from home involve for wealth managers? This guest piece offers a...

Client Affairs
28 September 2020

CFA Ups Ante On Integrating Climate Risk

Financial professionals need the best tools and training for climate change analysis says a new...

Client Affairs
25 September 2020

Wealth Managers Weigh Chancellor's Latest Package

Reactions below from wealth managers and economists on the wage subsidy and other measures being...

Client Affairs
16 September 2020

Fees, Returns, Planning, All Up For Client Review - Survey

New research shows that the pandemic has led investors to reassess expectations of their wealth...

Client Affairs
8 September 2020

CISI And CII Unite In The "Walkie Talkie"

While the future of office space in the Square Mile continues to divide opinion, two large global...

Client Affairs
25 August 2020

Investing In The Planet: A 2020 Turning Point?

The shutdown earlier this year cut Earth's ecological footprint by nearly 10 per cent. This was bad...

Client Affairs
24 August 2020

The ESG Phenomenon: CFA Seeks New Disclosure Rules Feedback; Liechtenstein

The latest developments in and around the ESG investment space. ...

Comment & Analysis results for Client Affairs

Client Affairs
22 September 2006

Credit Where Credit’s Due

In the first of a series of articles adapted from his recent book, Global Private Banking and...

Client Affairs
20 September 2006

UK Government Forced to Look Again at Pension Annuities

The UK government is considering scrapping new rules that prevent pensioners being forced to buy an...

Client Affairs
30 August 2006

UK Executive Pensions Provision – What Next

On A-Day, major pensions legislation was implemented in the UK: now pension scheme sponsors, scheme...

Client Affairs
26 May 2006

The UK Taxman and the Banks - Information Confidential ?

As has been recently reported in WealthBriefing, HM Revenue & Customs have enjoyed a startling run...

Client Affairs
23 May 2006

The Home - Estate Planning During Lifetime

For the “middle England” or UK family business person, the home is usually the most important...

Client Affairs
21 April 2006

Share Schemes to Pensions – The Emperor’s New Clothes?

Much has been written on the benefits for employees of transferring shares from a Savings-Related...

Client Affairs
29 March 2006

Share Option Plans - Trends in the FTSE 250

This is the fourth in a series of articles focusing on trends in the remuneration of directors of...

Client Affairs
17 March 2006

Court Direction - Disclosure of Trust Assets

Divorce and wealth is growing in importance and wealth managers increasingly need to be up to speed...

Client Affairs
10 January 2006

Share Option Costs Will Be Less Than Anticipated

The new accounting treatment for share options has huge ramifications for corporate profits and the...

Client Affairs
9 November 2005

The Wealthy Set the Economic Agenda

The world is dividing into two blocs, the “Plutonomy” nations, where economic growth is powered...