News results for Client Affairs

Client Affairs
11 December 2020

Financial Abuse: How Should Managers Protect Vulnerable Clients

In a year that has shone a light on the elderly, stuck in isolation and more exposed to financial...

Client Affairs
4 December 2020

Rural Wealth: Down On The Farm After Brexit

Farmers had a glimpse this week of what will replace EU farming subsidies as the UK exits Europe...

Client Affairs
2 December 2020

Going Virtual Dilutes Analysts' Value - Survey

The value asset managers place on one-to-one interactions with analysts has dropped by nearly 50...

Client Affairs
25 November 2020

ZEDRA Launches "Global Expansion Service" After Acquisition

The new service is designed to help companies expand around the world. It sits alongside the range...

Client Affairs
12 November 2020

ESG Phenomenon: Biden Energizes Clean Energy Path

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

Client Affairs
11 November 2020

ESG Phenomenon: Oxford Endowment Turns To BlackRock, UK Treasury Goes Green

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

Client Affairs
11 November 2020

Reviewing Workplace Legalities As Second Lockdown Begins

This guest feature from a UK employment law specialist looks at where employers and employees are...

Client Affairs
3 November 2020

Economic Abuse: Its New Role In Divorce, Legal

Economic abuse has gained increasing recognition as a form of domestic abuse, reflected in the...

Client Affairs
30 October 2020

ESG Phenomenon: ESG Holding Little Sway With Pensions

We gather developments and commentary in and around the ESG investment space. ...

Client Affairs
28 October 2020

How UHNWs Re-evaluate Risk, Commentary

How do families talk about risk and map their response? According to a recent wealth industry...

Comment & Analysis results for Client Affairs

Client Affairs
22 February 2012

Zurich Overtakes Tokyo As The World’s Most Expensive City

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Client Affairs
6 February 2012

Fine Dining, Travel And Spas; A Quintessentially Chinese New Year

Chinese New Year is always a time for splurging on family dining, gifts and travel, with members...

Client Affairs
17 January 2012

International HNWs Divided On The Key To Happiness: Wealth Or Health?

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Client Affairs
3 November 2011

The Rise Of Wealthy Women: The “Other” Wealth Transition

Worldwide, $20 trillion of investments are controlled by women, up by 16 per cent in just one year....

Client Affairs
16 October 2011

China’s Most Liquid Billionaires -Hurun Report

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Client Affairs
19 September 2011

Careful Planning Needed For Same-Sex Couples

In the second part of a series on planning issues for same-sex couple clients, following the...

Client Affairs
17 August 2011

Wealth Managers Respond To ID Theft Threats

With identity theft on the rise, high net worth individuals are being increasingly targeted. Wealth...

Client Affairs
9 August 2011

Seven Issues Wealth Managers Should Know About Divorce

Divorcing clients require a great deal of financial and emotional support. In order to provide the...

Client Affairs
8 July 2011

Opportunities, Pitfalls During Client Onboarding - New Report

The potential for significant asset growth means new-client onboarding is an important process for...

Client Affairs
3 July 2011

Interview: Quintessentially Follows The Money

Quintessentially has followed the example of banks and asset managers by relocating its global...