News results for Client Affairs

Client Affairs
7 June 2022

UK's Boris Johnson Wins Confidence Vote – Reactions

We look at market reactions from wealth managers and investment advisors, taken before and after...

Client Affairs
6 June 2022

Top Tips To Teach Children About Money

Kate Howells, wealth manager at BRI Wealth Management plc, discusses how to teach children about...

Client Affairs
31 May 2022

UK's High Potential Individual Visa Scheme Goes Live

The new programme is in some ways a revival of a similar scheme run in the UK from 2002 to 2008....

Client Affairs
20 May 2022

Diversity Project Launches New Campaign

The Diversity Project in partnership with Capital Group held an event this week to raise awareness...

Client Affairs
18 May 2022

Tilney Smith & Williamson Partners With Foundrs

Wealth manager Tilney Smith & Williamson is joining up with entrepreneurial group Foundrs to offer...

Client Affairs
1 April 2022

What's New In Investments, Funds? – iCapital, Pemberton

The latest news on investment offerings, financial products and other services relevant to wealth...

Client Affairs
21 March 2022

Interview With Diana Chambers, Author Of Money Wisdom Unlocked

We talk to the author of an "e-book" exploring family wealth concerns for UHNW individuals and...

Client Affairs
3 March 2022

Financial Planner Nets Vulnerable Client Accreditation

The wealth management firm has enhanced its later life offering with a new professionally...

Client Affairs
8 February 2022

Elite Swiss School Prepares Wealthy Next Gen

A 132-year-old private school in St Gallen comes with a price tag, but it says its work in...

Client Affairs
17 January 2022

Blue Monday: Quilter Offers Free Mental Wellbeing Talks Today

Beat Blue Monday today by joining lunch-time online talks offered by Quilter in association with...

Comment & Analysis results for Client Affairs

Client Affairs
12 December 2019

WEALTH TALK: Focus On Protecting The Client

Here is the latest video discussion from ClearView. ...

Client Affairs
20 September 2019

WEALTH TALK: Focus On Geopolitics And Rule Of Law

We get into the "big picture" of geopolitics, the rule of law, stable property rights and the "good...

Client Affairs
22 July 2019

The Fiercely Competitive World Of Elite International Schools

A look at how one private school in Switzerland is staying on top of a changing world. ...

Client Affairs
5 April 2019

Programme Steers Family Businesses Around Wealth, Ownership Challenges

The programme, held in Cambridge, is designed to educate HNW and UHNW families in a private...

Client Affairs
28 February 2019

A Real Differentiator - Getting Client Reporting Right - Coutts

Coutts’ head of digital and design experience shares his insights on client reporting and finding...

Client Affairs
25 February 2019

Wealth Managers Must Raise Client Reporting Game

In this feature, the editorial team talk to firms in a number of countries about what's happening...

Client Affairs
8 February 2019

Why Wealth Management Needs More EQ Than IQ

The Swiss bank gets into the subject of "emotional intelligence" when thinking about how wealth...

Client Affairs
7 July 2016

IMC Forum: Evolving Dynamics In The Investment Migration Field

WealthBriefing reports on the inaugural Investment Migration Council forum in Geneva. ...

Client Affairs
13 June 2016

GUEST COMMENT: Data Protection Evolves - A Swiss Perspective

Different regions of the world take contrasting views of how data should be protected. This article...

Client Affairs
12 May 2016

GUEST ARTICLE: Withers On Managing Risks, Protecting Returns Internationally - With Treaties

International law firm Withers looks at what protection investment treaties offer when wealth is...