News, Comment & Analysis results for Client Affairs

Client Affairs
5 August 2022

Investment Managers React To Bank Of England Rate Rise

After the Bank of England raised rates by 0.5 per cent at their August monetary policy meeting,...

Client Affairs
1 August 2022

Prominent Businessman Faces Possible Jail Over Divorce Payments – Reactions

Wealth managers react after Sir Frederick Barclay was handed a suspended sentence this week for not...

Client Affairs
22 July 2022

Exclusive: Increasing Investment Opportunities In 2022 – Alpha Blue Ocean

As Alpha Blue Ocean, an alternative finance specialist family office, celebrates its fifth...

Client Affairs
14 July 2022

Exclusive: Inflation Is Transitory – BRI Wealth Management

Dan Boardman-Weston, CEO and CIO at BRI Wealth Management, discusses with WealthBriefing the...

Client Affairs
5 July 2022

Julius Baer Reaches Settlement Over Legacy Litigation Case

Julius Baer said it welcomed resolution of the dispute, clearing up another legacy issue and...

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...

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...