News, Comment & Analysis results for Client Affairs

Client Affairs
11 March 2019

How Trusted Advisors Should Address Client Cognitive Decline

The article broaches a theme that appears to be getting more visible in the world’s wealth...

Client Affairs
27 February 2019

A Real Differentiator - Getting Client Reporting Right - JHC

In its series interviewing firms about client reporting, this news service speaks to wealth sector...

Client Affairs
19 February 2019

A Real Differentiator: Getting Client Reporting Right - Datafaction

As part of a series of comments on the importance of client reporting and trends affecting it,...

Client Affairs
22 October 2018

Japanese University, Banks Explore What To Do About Ageing

The ageing of human populations is a common feature of some developed economies but is particularly...

Client Affairs
18 August 2017

Privacy Is Worth Fighting For, Legal & Funds Services Firm Says

Financial privacy is under global assault for a variety of reasons. What steps can high net worth...

Client Affairs
6 September 2016

To Reach Financial Goals, Couples Must Start Talking - Tokio Marine Life Insurance Singapore

The Singaporean arm of a major insurance group has launched a campaign designed to get couples...

Client Affairs
15 July 2016

GUEST ARTICLE: Will Brexit Break-Up Affect Your Divorce? The View From Hong Kong

Will the UK's own divorce from the European Union - ending a "marriage" going back to 1973 - affect...

Client Affairs
22 June 2016

EXCLUSIVE GUEST COMMENT: The Impact Of A Brexit On Investor Migrants

Law firm Fragomen explores the investor migration perspective of a potential UK exit from the...

Client Affairs
2 June 2016

HSBC Says Safe Deposit Box Rules Don't Threaten Privacy

HSBC's move to acquire, in certain cases, information about the contents of clients' safe deposit...

Client Affairs
19 May 2016

ICBC Shuts New Applications For Wealth Management Service - Report

China's largest bank by assets has drawn down the curtains on a wealth management offering. ...

Comment & Analysis results for Client Affairs

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...

Client Affairs
21 August 2008

Family Limited Partnerships Seen as Next Big Thing in Wealth Planning

Family Limited Partnerships are already a large market in the US but are starting to generate a...

Client Affairs
14 April 2008

The March of the Financial Advice Aggregators

An economic trend that starts in the US will often hit the UK and that is certainly happening to...

Client Affairs
17 March 2008

Guest Feature: SIPPS - Its All About Timing and Doubling Up

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Client Affairs
8 January 2008

Helping Clients Look for a Career Change

The wealthy increasingly consider their working lives as a means to an end and look to a second...

Client Affairs
14 March 2007

French Law Edges Towards Trusts

Though very cautiously and one step at a time, there is now no doubt that the concept of...