News results for Client Affairs
Rothschild Targets Israel Market
Rothschild & Co, a global financial services group, has opened a new office in Israel to strengthen...
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...
Nuveen Targets Switzerland
The latest moves and appointments in Europe at global investment manager Nuveen. ...
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...
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,...
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...
Exclusive: Increasing Investment Opportunities In 2022 – Alpha Blue Ocean
As Alpha Blue Ocean, an alternative finance specialist family office, celebrates its fifth...
Exclusive: Inflation Is Transitory – BRI Wealth Management
Dan Boardman-Weston, CEO and CIO at BRI Wealth Management, discusses with WealthBriefing the...
Julius Baer Reaches Settlement Over Legacy Litigation Case
Julius Baer said it welcomed resolution of the dispute, clearing up another legacy issue and...
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
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...
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...
Footballer's Lives: Managing Their Money, Expectations
A former Manchester United footballer who has become a financial advisor talks to this news service...
Changing Risks For HNW Individuals
Wealthy individuals have long been a target for criminals, what is new and changing however is the...
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...
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...
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...
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...
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...
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,...