News results for Client Affairs

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...

Client Affairs
10 August 2021

IPCC Findings Paint Need For Speed On Climate - Wealth Managers

The latest report from the IPCC is grim. Many will be using the scientific report card on the...

Client Affairs
5 August 2021

Brewin Dolphin Bats In Joe Root

The wealth manager has been adding private bankers to its Mayfair boutique as it has signed up...

Client Affairs
29 July 2021

What's New In Investments, Funds? - Rize ETF, HSBC AM

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

Client Affairs
27 July 2021

The Ifs, Buts And Whens Of Office Return: Asset Manager Survey

Is the flow back to offices a flood or a trickle? A recent poll of 44 asset management firms marks...

Comment & Analysis results for Client Affairs

Client Affairs
14 March 2013

EXCLUSIVE: War For World-Beating Advisor App Still To Be Won

Developers may have made massive progress in advisor apps, but the wealth management industry has...

Client Affairs
5 March 2013

The New Normal: Codifying Superior Client Experience in Wealth Management

The New Normal: Codifying Superior Client Experience In Wealth Management is a groundbreaking...

Client Affairs
12 November 2012

New Book Guides Investors On How To Survive And Thrive In Funds Jungle

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Client Affairs
30 August 2012

Luxury Car Brand Cruises Into China

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Client Affairs
10 July 2012

Eldercare Services Gain Ground As Baby Boom Generation Retires

The retirement of the Baby Boomer generation is upon us, and it might be wise for wealth managers...

Client Affairs
28 June 2012

The Financial Behavior Of HNW Female Divorcees, Widows - Spectrem Report

Wealth managers need to take note of the behavior of widowed and divorced women who are taking...

Client Affairs
23 May 2012

After Decker/Dovey: Avoiding A “Scorched Earth” Divorce For Your HNW Clients

Here, Norman Heller and Steven Goldfeder, of the law firm Blank Rome, discuss the critical steps...

Client Affairs
16 May 2012

Book Review: Unmasking The Language Of Wall Street

A recently published book seeks to unravel the language employed in and about financial markets to...

Client Affairs
24 April 2012

Comment: Why To Start Preparing Kids Early For Top-Tier Universities

Few parents realize how important it is to start grooming their kids earlier for university,...

Client Affairs
23 April 2012

The Worries Of The UHNW - Spectrem Group Survey

Ultra high net worth individuals are still in wealth preservation mode, according to the latest...