News results for Client Affairs

Client Affairs
26 August 2021

How Brexit Affects People In UK With Property, Ties To EU

Brexit has added layers of cost and complication for those with assets in the EU, the authors of...

Client Affairs
16 August 2021

August Big Read: The Dark Side Of The Dark Web

Sometimes explainers are necessary to describe terms that crop up but which few may fully...

Client Affairs
10 August 2021

IPCC Findings Paint Need For Speed On Climate - Wealth Managers

The latest report from the IPCC is grim. Many will be using the scientific report card on the...

Client Affairs
5 August 2021

Brewin Dolphin Bats In Joe Root

The wealth manager has been adding private bankers to its Mayfair boutique as it has signed up...

Client Affairs
29 July 2021

What's New In Investments, Funds? - Rize ETF, HSBC AM

The latest offerings in investments, such as funds and structured products, and other notable...

Client Affairs
27 July 2021

The Ifs, Buts And Whens Of Office Return: Asset Manager Survey

Is the flow back to offices a flood or a trickle? A recent poll of 44 asset management firms marks...

Client Affairs
13 July 2021

Agriculture Needs Emissions Targets, Investors Warn

A global investment coalition managing $5 trillion is pushing global leaders to set clear emission...

Client Affairs
12 July 2021

Nothing Derails Asia HNWIs’ Investment Immigration Plans

Given global uncertainties and the confluence of several forces, the market for "golden visas" -...

Client Affairs
30 June 2021

New Certificate Prepares Managers For Climate Reporting

An alliance of UK professional bodies has created the programme to "upskill" the sector on climate...

Client Affairs
17 June 2021

UK Inflation Overshoots - Wealth Managers React

The UK CPI is up 2.1 per cent for May. Separately, the PPI recorded a +10.7 per cent year-on-year...

Comment & Analysis results for Client Affairs

Client Affairs
28 February 2019

A Real Differentiator - Getting Client Reporting Right - Coutts

Coutts’ head of digital and design experience shares his insights on client reporting and finding...

Client Affairs
25 February 2019

Wealth Managers Must Raise Client Reporting Game

In this feature, the editorial team talk to firms in a number of countries about what's happening...

Client Affairs
8 February 2019

Why Wealth Management Needs More EQ Than IQ

The Swiss bank gets into the subject of "emotional intelligence" when thinking about how wealth...

Client Affairs
7 July 2016

IMC Forum: Evolving Dynamics In The Investment Migration Field

WealthBriefing reports on the inaugural Investment Migration Council forum in Geneva. ...

Client Affairs
13 June 2016

GUEST COMMENT: Data Protection Evolves - A Swiss Perspective

Different regions of the world take contrasting views of how data should be protected. This article...

Client Affairs
12 May 2016

GUEST ARTICLE: Withers On Managing Risks, Protecting Returns Internationally - With Treaties

International law firm Withers looks at what protection investment treaties offer when wealth is...

Client Affairs
22 March 2016

GUEST ARTICLE: The Challenges With Family Law Agreements For International Couples

Cross-border prenups don't exist, the author of this article argues, which can raise certain...

Client Affairs
1 December 2015

EXCLUSIVE GUEST ARTICLE: Varying Approaches To Global Migration For Non-Nuclear Families

In this article, law firm Fragomen examines global mobility from the perspective of wealthy...

Client Affairs
2 November 2015

GUEST ARTICLE: Enforcing US Judgments In The English Courts

The enforcement of US judgements in English courts raises a range of tricky issues that private...

Client Affairs
21 October 2015

FEATURE: The Current State Of The “Talent Crisis” In Wealth Management

As the landscape of the global wealth management industry continues to evolve, concerns of an acute...