News results for Client Affairs
Soaring Fraud Puts E-Commerce In Seasonal Spotlight
This year e-commerce will handle most of the seasonal shopping traffic. With digital payment fraud...
Bank Luminary Joseph Safra Dies At 82
His financial empire included Zurich-based J. Safra Sarasin, Safra Bank in Sao Paolo and the Safra...
ESG Phenomenon: Mirova Ups Stakes On B-Corp Values
Developments and commentary in and around the ESG investment space. ...
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...
Comment & Analysis results for Client Affairs
Family Limited Partnerships - Loathed By Tax Collectors, Loved By HNW Individuals
People looking to minimize tax should consider Family Limited Partnerships now – increasingly...
Taking A Look At The World Of Spreadbetting
Spreadbetting has been buffeted by the financial turmoil but the sector continues to show plenty of...
Wealth Firms Consider Lower Client Asset Minimums
As falling markets have wiped heavy sums from asset values, wealth management firms may reduce the...
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...
Pensions Cause Much Of The Pain As UK Moves To Raise Top Tax Rate
The UK government jolted the UK wealth management industry earlier this year with a proposed...
As People Tighten Belts, How Luxury Concierge Firms Are Faring
As even wealthy individuals tighten their belts, it appears that concierge firms may struggle, but...
Are Managers Handling Hedge Fund Redemptions Fairly?
With so many investors trying to pull out of hedge funds, the managers of these investment pools...
Making Clients Feel Loved Becomes Critical As Recession Bites
As the credit crunch bites deeper and investors fret about their portfolios, it is more vital than...
The Right And Wrong Ways To Check Clients Are Happy
The wealth management industry is one that lives and dies on the strength of relationships with...
Plunge In Asset Values Creates Opportunities For Tax Planners
Drops in asset prices means now is paradoxically a good time to look at tax planning via trusts and...
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