News, Comment & Analysis results for Client Affairs
Nothing Derails Asia HNWIs’ Investment Immigration Plans
Given global uncertainties and the confluence of several forces, the market for "golden visas" -...
New Certificate Prepares Managers For Climate Reporting
An alliance of UK professional bodies has created the programme to "upskill" the sector on climate...
UK Inflation Overshoots - Wealth Managers React
The UK CPI is up 2.1 per cent for May. Separately, the PPI recorded a +10.7 per cent year-on-year...
AHR Private Wealth Launches UK Private Client Offering
The international advisory firm has appointed a former Lloyds private banking head to run a new...
Standard Life Aberdeen Is Renamed
That the new name comes with instruction on how to pronounce it has not gone unnoticed. The change...
Firms' Bumpy Road To Hybrid Working
Solid progress being made on vaccinations has given firms the green light to iron out their...
Private Jet Sector Soars In Tough Times
Commercial airlines have been hammered by restrictions on air travel due to anti-COVID measures,...
Industry Rallies To Shift Online Fraud Responsibility
The forthcoming Online Safety Bill is carrying a big burden to stem online fraud. It is currently...
Corporate Taxes Put Sting In UK Budget - Wealth Managers React
The question being asked of yesterday's budget was tax and spend or just more spend? It was mostly...
Road To Recovery Is "Knowledge Intensive"
Ahead of this week's budget when all eyes will be on mapping a road to recovery and reducing a...
Comment & Analysis results for Client Affairs
Wealth Managers Respond To ID Theft Threats
With identity theft on the rise, high net worth individuals are being increasingly targeted. Wealth...
Seven Issues Wealth Managers Should Know About Divorce
Divorcing clients require a great deal of financial and emotional support. In order to provide the...
Opportunities, Pitfalls During Client Onboarding - New Report
The potential for significant asset growth means new-client onboarding is an important process for...
Interview: Quintessentially Follows The Money
Quintessentially has followed the example of banks and asset managers by relocating its global...
From Shirtsleeves To Shirtsleeves: The Psychological Barriers To Maintaining Wealth
For companies who make their business out of managing family wealth, trying to prevent the...
Exclusive Interview: The Alliance's Tom Livergood On The New Risk Management
Cyber crime is reported to be the fastest growing type of criminal activity, with such firms as...
Exclusive: Chinese Buyers Pile Into Luxury London Property
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Freedom From Wealth: Society Defines Insider Trading
All too often private wealth holders are the victims of fraud and financial theft, which is why...
Social Security: Maximizing Benefits Is Critical
With lifespans increasing, pensions disappearing and returns on IRAs and 401(k) plans uncertain,...
Challenging Conventional Thinking On Retirement Distribution Planning
Conventional wisdom about retirement distribution planning among financial advisors is actually...
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