News, Comment & Analysis results for Client Affairs
Show Respect For Financial Privacy, Offshore Firm Says
Financial privacy has arguably been trampled upon in the recent Panama Papers saga and industry...
INTERVIEW: Message To UHNW Individuals - Trust No-One Electronically, Says Kroll
This news service spoke recently to one of the largest firms advising people and institutions on...
Asian Bank Warns Over Fake Website
Yet another Asian bank has warned about a fake website amid continued concerns about cybercrime...
Merits Of Customised Wealth Products For HNW Individuals In Asia Are "Overstated" - Cerulli
A report by the analytics firm examines the approach that wealth management firms need to take in...
Solid As A Rock - Academic Tests The Value Of Hong Kong's "Cornerstone Investors" For IPOs
IPOs are important liquidity events - as wealth managers know - and Hong Kong's practice of...
Australian Bank To Refund Around 8,400 Clients Over Fee Waiver, Benefit Error
CBA is refunding clients because of mistakes concerning failure to apply fee waivers and other...
Singapore Regulator Aims To Enhance Investor Protection
The Monetary Authority Of Singapore has unveiled new measures to protect investors. ...
EXCLUSIVE: Experts Set Out Latest Client Onboarding Thinking
Bringing clients on board a private bank in the most efficient and painless way possible is crucial...
NAB To Compensate Clients Total Of A$25 Million Over Errors
The Australian bank is to pay compensation to clients for errors dating back as far as 2001. ...
China-Focused Hedge Fund Re-Opened To Investors After Curbs Cause Temporary Freeze - Report
The curbs by Chinese authorities on stock markets after recent dramatic falls had forced a hedge...
Comment & Analysis results for Client Affairs
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...
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...
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