News results for Client Affairs

Client Affairs
29 January 2021

Weatherbys Steps Up Fraud Awareness

The pandemic has arguably created an open season for cyber criminals. UK consumers have higher than...

Client Affairs
27 January 2021

REYL Continues Supporting Top-Flight Athletes

Elite sport has been one of many casualties of pandemic disruptions. With a delayed Summer Olympics...

Client Affairs
27 January 2021

Asset Managers Slammed On Deforestation Disclosure

A new report has ranked BlackRock, Fidelity, and Vanguard among the worst for reporting on the...

Client Affairs
21 January 2021

UK Banks Cut Some European Nationals' Accounts

Brexit has created a headache for banks serving EU nationals who live in the UK, and for some UK...

Client Affairs
18 January 2021

Healthcare Investing On The Front Lines

With all eyes on the vaccine rollout and what that means for economic recovery this year, we look...

Client Affairs
15 January 2021

Investors Press To Protect Stranded Seafarers

A group of asset and investment managers are drawing attention to a humanitarian crisis unfolding...

Client Affairs
8 January 2021

FCA Finds Plenty Of Liquidity Stress In UK Firms

In a report out yesterday the regulator said 4,000 firms were in danger of going out of business...

Client Affairs
23 December 2020

Soaring Fraud Puts E-Commerce In Seasonal Spotlight

This year e-commerce will handle most of the seasonal shopping traffic. With digital payment fraud...

Client Affairs
11 December 2020

Bank Luminary Joseph Safra Dies At 82

His financial empire included Zurich-based J. Safra Sarasin, Safra Bank in Sao Paolo and the Safra...

Client Affairs
11 December 2020

ESG Phenomenon: Mirova Ups Stakes On B-Corp Values

Developments and commentary in and around the ESG investment space. ...

Comment & Analysis results for Client Affairs

Client Affairs
10 July 2012

Eldercare Services Gain Ground As Baby Boom Generation Retires

The retirement of the Baby Boomer generation is upon us, and it might be wise for wealth managers...

Client Affairs
28 June 2012

The Financial Behavior Of HNW Female Divorcees, Widows - Spectrem Report

Wealth managers need to take note of the behavior of widowed and divorced women who are taking...

Client Affairs
23 May 2012

After Decker/Dovey: Avoiding A “Scorched Earth” Divorce For Your HNW Clients

Here, Norman Heller and Steven Goldfeder, of the law firm Blank Rome, discuss the critical steps...

Client Affairs
16 May 2012

Book Review: Unmasking The Language Of Wall Street

A recently published book seeks to unravel the language employed in and about financial markets to...

Client Affairs
24 April 2012

Comment: Why To Start Preparing Kids Early For Top-Tier Universities

Few parents realize how important it is to start grooming their kids earlier for university,...

Client Affairs
23 April 2012

The Worries Of The UHNW - Spectrem Group Survey

Ultra high net worth individuals are still in wealth preservation mode, according to the latest...

Client Affairs
30 March 2012

Superyacht Industry Ponders Somali Piracy Menace

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Client Affairs
29 March 2012

Intellectual Property: A Growing Wealth Management Client Issue

Intellectual property such as patents, image rights and designs are becoming increasingly important...

Client Affairs
26 March 2012

Reaping The Benefits Of A Peer-To-Peer Client Network - Threshold Group

It’s often said that the key to developing lasting relationships with clients is to truly...

Client Affairs
13 March 2012

Interview: Getting To Know Clients - The Business Of BITA Risk

It is a truism that wealth managers need to get the best possible measure of their clients’...