News results for Client Affairs
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...
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...
Going Virtual Dilutes Analysts' Value - Survey
The value asset managers place on one-to-one interactions with analysts has dropped by nearly 50...
ZEDRA Launches "Global Expansion Service" After Acquisition
The new service is designed to help companies expand around the world. It sits alongside the range...
ESG Phenomenon: Biden Energizes Clean Energy Path
Developments and commentary in and around the ESG investment space. ...
ESG Phenomenon: Oxford Endowment Turns To BlackRock, UK Treasury Goes Green
Developments and commentary in and around the ESG investment space. ...
Reviewing Workplace Legalities As Second Lockdown Begins
This guest feature from a UK employment law specialist looks at where employers and employees are...
Economic Abuse: Its New Role In Divorce, Legal
Economic abuse has gained increasing recognition as a form of domestic abuse, reflected in the...
ESG Phenomenon: ESG Holding Little Sway With Pensions
We gather developments and commentary in and around the ESG investment space. ...
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
Zurich Overtakes Tokyo As The World’s Most Expensive City
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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...
International HNWs Divided On The Key To Happiness: Wealth Or Health?
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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....
China’s Most Liquid Billionaires -Hurun Report
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Careful Planning Needed For Same-Sex Couples
In the second part of a series on planning issues for same-sex couple clients, following the...
Wealth Managers Respond To ID Theft Threats
With identity theft on the rise, high net worth individuals are being increasingly targeted. Wealth...
Seven Issues Wealth Managers Should Know About Divorce
Divorcing clients require a great deal of financial and emotional support. In order to provide the...
Opportunities, Pitfalls During Client Onboarding - New Report
The potential for significant asset growth means new-client onboarding is an important process for...
Interview: Quintessentially Follows The Money
Quintessentially has followed the example of banks and asset managers by relocating its global...
Award Winners
WealthTalk - Awards Videos
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WealthTalk - Expert View Videos
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