News results for Client Affairs

Client Affairs
28 October 2020

Where Insurance Fits In Wealth Risk Approaches

As part of a series of articles on the intersection of risk management and insurance, this news...

Client Affairs
22 October 2020

ESG Phenomenon: Intertrust Rebrand, Stonehage Fleming Study, Others

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

Client Affairs
16 October 2020

China’s Role In Pursuing Net Zero

Where are we in this tumultuous year in using financial products and political pressure to bring...

Client Affairs
1 October 2020

Coutts Launches “Purpose Of Wealth” Podcast

In interviews with clients, the bank says it is aiming to lift the lid on different attitudes...

Client Affairs
30 September 2020

What Advisors Should Avoid When Working From Home

What does successfully working from home involve for wealth managers? This guest piece offers a...

Client Affairs
29 September 2020

WEALTH TALK: Private Client Series With Kobre & Kim - A Focus On Hong Kong

This is the second episode of a video series by this news service in partnership with international...

Client Affairs
28 September 2020

CFA Ups Ante On Integrating Climate Risk

Financial professionals need the best tools and training for climate change analysis says a new...

Client Affairs
25 September 2020

Wealth Managers Weigh Chancellor's Latest Package

Reactions below from wealth managers and economists on the wage subsidy and other measures being...

Client Affairs
16 September 2020

Fees, Returns, Planning, All Up For Client Review - Survey

New research shows that the pandemic has led investors to reassess expectations of their wealth...

Client Affairs
8 September 2020

CISI And CII Unite In The "Walkie Talkie"

While the future of office space in the Square Mile continues to divide opinion, two large global...

Comment & Analysis results for Client Affairs

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...

Client Affairs
13 April 2011

Family Limited Partnerships - Loathed By Tax Collectors, Loved By HNW Individuals

People looking to minimize tax should consider Family Limited Partnerships now – increasingly...

Client Affairs
23 April 2010

Taking A Look At The World Of Spreadbetting

Spreadbetting has been buffeted by the financial turmoil but the sector continues to show plenty of...

Client Affairs
24 November 2009

Wealth Firms Consider Lower Client Asset Minimums

As falling markets have wiped heavy sums from asset values, wealth management firms may reduce the...

Client Affairs
16 June 2009

Serving The Stars - Wealth Management For Sports And Entertainment Clients

Wealth managers are keen to gain sports and entertainment clients, and many firms have set up teams...