United Kingdom: Wealth & Asset Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.
Article
Travers Smith's Sustainability Insights: What Can (Private Markets) Investors Do About Climate Change?
A recent report challenges the conventional wisdom about investor-led climate action, arguing that asset managers and owners play only a supporting role in decarbonisation while government policy and technology development lead the way. The analysis examines whether private markets investors face similar constraints or possess greater agency to drive meaningful climate-related change through their portfolio companies.
United Kingdom Environment
TS
Travers Smith LLP
Article
Your Retirement Income Has An Expiry Date
The order in which investment returns occur during retirement can determine whether your portfolio lasts 30 years or runs dry in 20, even when the average return remains identical. Two retirees starting with the same capital and withdrawal rate may face vastly different outcomes depending solely on whether market downturns strike early or late in their retirement journey. This mathematical reality, known as sequencing risk, represents one of the most underappreciated threats to retirement security.
United Kingdom Wealth Mgt
SI
Spectrum IFA Group
Article
Pensions Weekly Update – 13 May 2026
This weekly update examines the newly enacted Pension Schemes Act 2026 and The Pensions Regulator's latest annual funding statement, which reveals that approximately 90% of defined benefit schemes are now in surplus on a technical provisions basis. The summary also covers emerging evidence on DC consolidation economies of scale, TPR's five-year corporate strategy consultation, and new HMRC guidance on inheritance tax treatment of unused pension pots.
United Kingdom Employment
SP
Squire Patton Boggs LLP
Article
And… Score! Asset Managers’ Proprietary ESG Scoring Under Pressure From The EU ESG Ratings Regulation
The European Union's ESG Ratings Regulation introduces a comprehensive regulatory framework for ESG ratings providers that may unexpectedly capture asset managers using proprietary ESG scoring methodologies in their marketing materials. Asset managers must carefully evaluate whether their ESG-related disclosures, particularly in pitchbooks and case studies, fall within the Regulation's scope and determine their compliance strategy before the July 2026 implementation date.
United Kingdom Commercial
PR
Proskauer Rose LLP
Video
Navigating Reputational Risk In Family Offices (Video)
Families and family offices operate in an increasingly visible world where reputation risk can emerge from multiple directions—personal disputes, business conflicts, or unwanted public exposure. This content explores how structured crisis management, built on the right team, proactive preparation, and a clear response plan, enables families to protect their privacy and respond to challenges with confidence and control.
United Kingdom Privacy
WL
Withers LLP
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