News results for Client Affairs

Client Affairs
31 August 2022

Rothschild Targets Israel Market

Rothschild & Co, a global financial services group, has opened a new office in Israel to strengthen...

Client Affairs
24 August 2022

It's Better To Be Wealthy And Healthy Than Poor And Ill

The author of this commentary poses the following question: If being rich is so terrible, why do...

Client Affairs
17 August 2022

Nuveen Targets Switzerland

The latest moves and appointments in Europe at global investment manager Nuveen. ...

Client Affairs
17 August 2022

HIGHLIGHTS OF 2022 SO FAR: Banker Becomes Soldier In Ukraine's Frontline

We repeat this feature article about a banker and venture capitalist in Ukraine who had, like his...

Client Affairs
5 August 2022

Investment Managers React To Bank Of England Rate Rise

After the Bank of England raised rates by 0.5 per cent at their August monetary policy meeting,...

Client Affairs
1 August 2022

Prominent Businessman Faces Possible Jail Over Divorce Payments – Reactions

Wealth managers react after Sir Frederick Barclay was handed a suspended sentence this week for not...

Client Affairs
22 July 2022

Exclusive: Increasing Investment Opportunities In 2022 – Alpha Blue Ocean

As Alpha Blue Ocean, an alternative finance specialist family office, celebrates its fifth...

Client Affairs
14 July 2022

Exclusive: Inflation Is Transitory – BRI Wealth Management

Dan Boardman-Weston, CEO and CIO at BRI Wealth Management, discusses with WealthBriefing the...

Client Affairs
5 July 2022

Julius Baer Reaches Settlement Over Legacy Litigation Case

Julius Baer said it welcomed resolution of the dispute, clearing up another legacy issue and...

Client Affairs
7 June 2022

UK's Boris Johnson Wins Confidence Vote – Reactions

We look at market reactions from wealth managers and investment advisors, taken before and after...

Comment & Analysis results for Client Affairs

Client Affairs
2 October 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Hong Kong

This news service hosts a video produced by international law firm, Kobre & Kim. The focus here is...

Client Affairs
15 September 2020

WEALTH TALK: A New Private Client Video Series With Kobre & Kim

This is the start of a new video series by this news service in partnership with international law...

Client Affairs
11 September 2020

Footballer's Lives: Managing Their Money, Expectations

A former Manchester United footballer who has become a financial advisor talks to this news service...

Client Affairs
26 June 2020

Changing Risks For HNW Individuals

Wealthy individuals have long been a target for criminals, what is new and changing however is the...

Client Affairs
1 May 2020

COVID-19 And ESG Data: Spotting Cracks Before The Quake

How far can country ESG data help identify potential fissures and predict a country's capacity to...

Client Affairs
2 April 2020

The Lockdown: How Wealth Managers Are Coping

For a sense of the immediate impact of the health crisis on wealth managers as they meet client and...

Client Affairs
17 March 2020

UK's "Golden Visas" - Reflections On Tribunal Ruling

A recent tribunal case in the UK suggests the authorities are hostile, or at least not very...

Client Affairs
29 January 2020

Protecting The Client: Digital Footprints, Offshore Leaks - The View From Taylor Wessing

We talk to a major law firm about some of the issues that arise around the topic of "protecting the...

Client Affairs
24 January 2020

Protecting The Client: Why It's Much More Than Guarding Money

This news service is looking at a variety of topics that collectively come under the title of...

Client Affairs
20 December 2019

Suits You, Sir - How Wealth Managers Must Approach "Suitability" In Future

The need to ensure that investments are suitable for clients continues to be as important as ever,...