News results for Client Affairs

Client Affairs
7 October 2021

New Tilney Smith & Williamson Service Targets Retiring Advisor Clients

The wealth advisory is launching a programme for financial advisors close to retirement that have...

Client Affairs
1 October 2021

Tech Nation Backs Programme Support For Black Entrepreneurs

In an effort to “normalise” underrepresented groups in UK tech, a London accelerator has...

Client Affairs
21 September 2021

Rise Of Concierge Healthcare – The Right Investment?

While typically perceived as a luxury amenity, the narrative has started to shift, with many...

Client Affairs
17 September 2021

Brexit, Pandemic "Reset" Investment Models For IFAs

IFAs have overwhelmingly revised their investment propositions, with advisors giving a variety of...

Client Affairs
14 September 2021

Lange Auf Wiedersehen, Balancing The Books: German Elections

After 16 years, Chancellor Merkel’s term in office is drawing to a close. Surprising inattention...

Client Affairs
8 September 2021

Ex JP Morgan Figures Launch Investment Boutique

Former JP Morgan peers are bidding to bring competitively priced ‘private bank' levels of service...

Client Affairs
6 September 2021

What's New In Investments, Funds? - BNP Paribas AM

The latest offerings in investments, such as funds and structured products, and other notable...

Client Affairs
2 September 2021

Charities Find Support To Repurpose Dormant Trusts

No-one likes funds sitting idle, and the UK Charity Commission has identified a large pot of money...

Client Affairs
26 August 2021

How Brexit Affects People In UK With Property, Ties To EU

Brexit has added layers of cost and complication for those with assets in the EU, the authors of...

Client Affairs
16 August 2021

August Big Read: The Dark Side Of The Dark Web

Sometimes explainers are necessary to describe terms that crop up but which few may fully...

Comment & Analysis results for Client Affairs

Client Affairs
3 February 2021

The Case For Avoiding GameStop Craze

The surge in retail investor trading in shares such as computer games retailer GameStop, cinema...

Client Affairs
22 December 2020

WEALTH TALK: Cross-Border Financial Products, Services - Examining The Risks

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

Client Affairs
8 December 2020

WEALTH TALK: Anti-Corruption Probes, Extradition Risks In Africa

This is the seventh edition of a video series by this news service in partnership with...

Client Affairs
10 November 2020

WEALTH TALK: Exploring Cross-Border Reputation Management

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

Client Affairs
30 October 2020

WEALTH TALK: Focus On Tax, Estate Planning Scramble Pre-US Elections

In this video, we discuss the kind of workload US wealth managers must contend with in the days...

Client Affairs
2 October 2020

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

This news service hosts a video produced by international law firm, Kobre & Kim. The focus here is...

Client Affairs
15 September 2020

WEALTH TALK: A New Private Client Video Series With Kobre & Kim

This is the start of a new video series by this news service in partnership with international law...

Client Affairs
11 September 2020

Footballer's Lives: Managing Their Money, Expectations

A former Manchester United footballer who has become a financial advisor talks to this news service...

Client Affairs
26 June 2020

Changing Risks For HNW Individuals

Wealthy individuals have long been a target for criminals, what is new and changing however is the...

Client Affairs
1 May 2020

COVID-19 And ESG Data: Spotting Cracks Before The Quake

How far can country ESG data help identify potential fissures and predict a country's capacity to...