News, Comment & Analysis results for Client Affairs

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...

Client Affairs
15 November 2021

HSBC In Singapore Bolsters DIY Trading Footprint With Saxo

HSBC Singapore plans to integrate Saxo’s trading platform so that it can offer enhanced trading...

Client Affairs
12 November 2021

Pandemic Nudges Women To Rethink Finances

Half of UK women have taken a greater interest in their finances in lieu of the pandemic, but they...

Client Affairs
4 November 2021

Swiss-Backed Aquarius Financial Launches In London

The new venture is fronted by a Credit Suisse veteran and backed by a Swiss boutique franchise. ...

Client Affairs
25 October 2021

UK Budget Watch: What's In Store

Tax rises are occupying minds to pay down the pandemic, meet climate targets, and politically break...

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...