News results for Client Affairs

Client Affairs
17 February 2021

ESG Phenomenon: A Communication Problem

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

Client Affairs
12 February 2021

UK Wealth Firms Adapt Battle For Talent

A number of UK-based private banks and wealth houses have updated their models for hiring and...

Client Affairs
4 February 2021

Investors Fret Over UK Negative Rates

The Bank of England meets today to discuss interest rates. Two-thirds of investors fear they will...

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...

Comment & Analysis results for Client Affairs

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...

Client Affairs
1 July 2011

From Shirtsleeves To Shirtsleeves: The Psychological Barriers To Maintaining Wealth

For companies who make their business out of managing family wealth, trying to prevent the...

Client Affairs
17 June 2011

Exclusive Interview: The Alliance's Tom Livergood On The New Risk Management

Cyber crime is reported to be the fastest growing type of criminal activity, with such firms as...

Client Affairs
16 June 2011

Exclusive: Chinese Buyers Pile Into Luxury London Property


Client Affairs
25 May 2011

Freedom From Wealth: Society Defines Insider Trading

All too often private wealth holders are the victims of fraud and financial theft, which is why...

Client Affairs
12 May 2011

Social Security: Maximizing Benefits Is Critical

With lifespans increasing, pensions disappearing and returns on IRAs and 401(k) plans uncertain,...

Client Affairs
27 April 2011

Challenging Conventional Thinking On Retirement Distribution Planning

Conventional wisdom about retirement distribution planning among financial advisors is actually...