News results for Client Affairs

Client Affairs
22 January 2016

Investors, Don't Lose The Long-Term View – UBS Wealth Management

Market falls can present opportunities to rebalance portfolios toward long-term strategic...

Client Affairs
19 January 2016

Iran Comes In From The Cold - There's Now A Fund On Offer

Coinciding with the easing of sanctions against Iran, a fund has been launched for investors aiming...

Client Affairs
27 November 2015

GUEST ARTICLE: Proposed Changes To UK Treatment Of Non-Doms - A Look At The Fine Print

This article goes into detail about the UK government's proposed changes to the country's...

Client Affairs
26 November 2015

UK Autumn Statement: Wealth Management Industry Reacts

As the Chancellor laid out his blueprint for Britain, he revealed a handful of changes for the...

Client Affairs
25 November 2015

Fidelity Reminds US Advisors Of Their Role In Protecting Older Clients From Financial Abuse

A challenging and sensitive issue in wealth management is dealing with clients who may have...

Client Affairs
20 November 2015

GUEST ARTICLE: Professional Indemnity Insurance In The UK - A Primer

Wealth managers, as much as any other form of professional, need to be aware of the issues...

Client Affairs
19 November 2015

EXCLUSIVE: Poor PEP Screening Practice Is Rife, Experts Warn - Part 1

A recent conference hosted by this news organisation in Switzerland examined the issue of how to...

Client Affairs
12 October 2015

EXCLUSIVE GUEST COMMENT: EY On Serving Non-Doms In A Changing Industry

The consultancy firm looks at the case for banks to examine their resident non-domiciled offering. ...

Client Affairs
2 October 2015

New Freedoms For Brazilian Investors To Hold Foreign Assets Take Effect

The Latin American country has brought in new freedoms on how much money its wealthier citizens can...

Client Affairs
24 September 2015

EXCLUSIVE GUEST ARTICLE: What Could Emerge From ISA-Like Pensions?

This article looks at what could lie ahead following recent reform to the UK's pension system....

Comment & Analysis results for Client Affairs