News, Comment & Analysis results for Client Affairs

Client Affairs
27 January 2021

REYL Continues Supporting Top-Flight Athletes

Elite sport has been one of many casualties of pandemic disruptions. With a delayed Summer Olympics...

Client Affairs
27 January 2021

Asset Managers Slammed On Deforestation Disclosure

A new report has ranked BlackRock, Fidelity, and Vanguard among the worst for reporting on the...

Client Affairs
21 January 2021

UK Banks Cut Some European Nationals' Accounts

Brexit has created a headache for banks serving EU nationals who live in the UK, and for some UK...

Client Affairs
18 January 2021

Healthcare Investing On The Front Lines

With all eyes on the vaccine rollout and what that means for economic recovery this year, we look...

Client Affairs
15 January 2021

Investors Press To Protect Stranded Seafarers

A group of asset and investment managers are drawing attention to a humanitarian crisis unfolding...

Client Affairs
8 January 2021

FCA Finds Plenty Of Liquidity Stress In UK Firms

In a report out yesterday the regulator said 4,000 firms were in danger of going out of business...

Client Affairs
23 December 2020

Soaring Fraud Puts E-Commerce In Seasonal Spotlight

This year e-commerce will handle most of the seasonal shopping traffic. With digital payment fraud...

Client Affairs
11 December 2020

Bank Luminary Joseph Safra Dies At 82

His financial empire included Zurich-based J. Safra Sarasin, Safra Bank in Sao Paolo and the Safra...

Client Affairs
11 December 2020

ESG Phenomenon: Mirova Ups Stakes On B-Corp Values

Developments and commentary in and around the ESG investment space. ...

Client Affairs
11 December 2020

Financial Abuse: How Should Managers Protect Vulnerable Clients

In a year that has shone a light on the elderly, stuck in isolation and more exposed to financial...

Comment & Analysis results for Client Affairs

Client Affairs
13 April 2011

Family Limited Partnerships - Loathed By Tax Collectors, Loved By HNW Individuals

People looking to minimize tax should consider Family Limited Partnerships now – increasingly...

Client Affairs
23 April 2010

Taking A Look At The World Of Spreadbetting

Spreadbetting has been buffeted by the financial turmoil but the sector continues to show plenty of...

Client Affairs
24 November 2009

Wealth Firms Consider Lower Client Asset Minimums

As falling markets have wiped heavy sums from asset values, wealth management firms may reduce the...

Client Affairs
16 June 2009

Serving The Stars - Wealth Management For Sports And Entertainment Clients

Wealth managers are keen to gain sports and entertainment clients, and many firms have set up teams...

Client Affairs
9 June 2009

Pensions Cause Much Of The Pain As UK Moves To Raise Top Tax Rate

The UK government jolted the UK wealth management industry earlier this year with a proposed...

Client Affairs
27 May 2009

As People Tighten Belts, How Luxury Concierge Firms Are Faring

As even wealthy individuals tighten their belts, it appears that concierge firms may struggle, but...

Client Affairs
11 February 2009

Are Managers Handling Hedge Fund Redemptions Fairly?

With so many investors trying to pull out of hedge funds, the managers of these investment pools...

Client Affairs
9 December 2008

Making Clients Feel Loved Becomes Critical As Recession Bites

As the credit crunch bites deeper and investors fret about their portfolios, it is more vital than...

Client Affairs
7 November 2008

The Right And Wrong Ways To Check Clients Are Happy

The wealth management industry is one that lives and dies on the strength of relationships with...

Client Affairs
27 October 2008

Plunge In Asset Values Creates Opportunities For Tax Planners

Drops in asset prices means now is paradoxically a good time to look at tax planning via trusts and...