News, Comment & Analysis results for Client Affairs
How UHNWs Re-evaluate Risk, Commentary
How do families talk about risk and map their response? According to a recent wealth industry...
Where Insurance Fits In Wealth Risk Approaches
As part of a series of articles on the intersection of risk management and insurance, this news...
ESG Phenomenon: Intertrust Rebrand, Stonehage Fleming Study, Others
Developments and commentary in and around the ESG investment space. ...
China’s Role In Pursuing Net Zero
Where are we in this tumultuous year in using financial products and political pressure to bring...
Coutts Launches “Purpose Of Wealth” Podcast
In interviews with clients, the bank says it is aiming to lift the lid on different attitudes...
What Advisors Should Avoid When Working From Home
What does successfully working from home involve for wealth managers? This guest piece offers a...
CFA Ups Ante On Integrating Climate Risk
Financial professionals need the best tools and training for climate change analysis says a new...
Wealth Managers Weigh Chancellor's Latest Package
Reactions below from wealth managers and economists on the wage subsidy and other measures being...
Fees, Returns, Planning, All Up For Client Review - Survey
New research shows that the pandemic has led investors to reassess expectations of their wealth...
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...
Comment & Analysis results for Client Affairs
Credit Where Credit’s Due
In the first of a series of articles adapted from his recent book, Global Private Banking and...
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...
UK Executive Pensions Provision – What Next
On A-Day, major pensions legislation was implemented in the UK: now pension scheme sponsors, scheme...
The UK Taxman and the Banks - Information Confidential ?
As has been recently reported in WealthBriefing, HM Revenue & Customs have enjoyed a startling run...
The Home - Estate Planning During Lifetime
For the “middle England” or UK family business person, the home is usually the most important...
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...
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...
Court Direction - Disclosure of Trust Assets
Divorce and wealth is growing in importance and wealth managers increasingly need to be up to speed...
Share Option Costs Will Be Less Than Anticipated
The new accounting treatment for share options has huge ramifications for corporate profits and the...
The Wealthy Set the Economic Agenda
The world is dividing into two blocs, the “Plutonomy” nations, where economic growth is powered...
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