News, Comment & Analysis results for Client Affairs

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...

Client Affairs
6 December 2021

Saxo's Outrageous Predictions For 2022, Nothing Short of "Revolting"

It's the time of year when Saxo delivers its annual Outrageous Predictions, giving the bank’s...

Comment & Analysis results for Client Affairs

Client Affairs
22 March 2016

GUEST ARTICLE: The Challenges With Family Law Agreements For International Couples

Cross-border prenups don't exist, the author of this article argues, which can raise certain...

Client Affairs
1 December 2015

EXCLUSIVE GUEST ARTICLE: Varying Approaches To Global Migration For Non-Nuclear Families

In this article, law firm Fragomen examines global mobility from the perspective of wealthy...

Client Affairs
2 November 2015

GUEST ARTICLE: Enforcing US Judgments In The English Courts

The enforcement of US judgements in English courts raises a range of tricky issues that private...

Client Affairs
21 October 2015

FEATURE: The Current State Of The “Talent Crisis” In Wealth Management

As the landscape of the global wealth management industry continues to evolve, concerns of an acute...

Client Affairs
19 June 2015

Embracing The UK's New Pension Freedoms - Debates From The WealthBriefing London Summit

In the third of the accounts of the WealthBriefing London Summit of 30 April, this report focuses...

Client Affairs
13 December 2013

INTERVIEW: Governance And Education Are High On The Agenda At GenSpring

Family Wealth Report speaks to Daisy Medici, GenSpring's managing director of governance and...

Client Affairs
10 September 2013

INTERVIEW: Wealthy Individuals Mitigating Risks Associated With "Gray Divorces"

For wealthy individuals who are near or at retirement, divorce can be a complex affair, as they...

Client Affairs
31 July 2013

The View From Singapore: Getting Up Close With Where Private Banks Keep Precious Assets

Private banks in Singapore have been expanding their capacity to accommodate the most precious...

Client Affairs
12 June 2013

Beyond Box-Ticking: Leveraging Enhanced Risk-Profiling To Improve Client Experience

The world of wealth management remains in flux, with regulatory and margin pressures, not to...

Client Affairs
20 May 2013

EXCLUSIVE INTERVIEW: UK's Towry Has A Spring In Its Step

In a new, more regulated financial landscape, UK-based Towry sees plenty of opportunity, as a...