News, Comment & Analysis results for Client Affairs
CFA Ups Ante On Integrating Climate Risk
Financial professionals need the best tools and training for climate change analysis says a new...
Don’t Overlook Homegrown Talent
This was the government’s message to Singaporean businesses this week and reflects growing...
China "Bytes" Back: The Case For Equities - Comment
Much of what is fuelling deteriorating US-China relations is business dominance. China is rapidly...
Asia: Finding Longer Term Gains
Cerulli's latest report from Asia singles out HNWs and the retirement market as two segments that...
Hong Kong-Based Banks Tiptoe Back To Normal - Report
A report examined how banks in the jurisdiction are slowly but surely returning to more...
Getting Disciplined About ESG, Industry Takes Stock
More views on the strides of ESG from leading practitioners at Cornerstone Capital; Maitri in Asia,...
COVID-19 And ESG Data: Spotting Cracks Before The Quake
How far can country ESG data help identify potential fissures and predict a country's capacity to...
How Much Further Can Virus Spread: Fresh Market Reaction
The question being batted around is whether this is contained to a first quarter hit or whether...
Investor Confidence Down For Start Of Year
Asia was the only bright spot for investor sentiment across the globe in January, which could...
Protecting The Client: Why It's Much More Than Guarding Money
This news service is looking at a variety of topics that collectively come under the title of...
Comment & Analysis results for Client Affairs
Fine Dining, Travel And Spas; A Quintessentially Chinese New Year
Chinese New Year is always a time for splurging on family dining, gifts and travel, with members...
International HNWs Divided On The Key To Happiness: Wealth Or Health?
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The Rise Of Wealthy Women: The “Other” Wealth Transition
Worldwide, $20 trillion of investments are controlled by women, up by 16 per cent in just one year....
China’s Most Liquid Billionaires -Hurun Report
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Careful Planning Needed For Same-Sex Couples
In the second part of a series on planning issues for same-sex couple clients, following the...
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...