News, Comment & Analysis results for Client Affairs
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...
A Real Differentiator - Getting Client Reporting Right - JHC
In its series interviewing firms about client reporting, this news service speaks to wealth sector...
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,...
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...
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...
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...
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...
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...
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...
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
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...
Are Managers Handling Hedge Fund Redemptions Fairly?
With so many investors trying to pull out of hedge funds, the managers of these investment pools...
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...
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...
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...
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...
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...
Guest Feature: SIPPS - Its All About Timing and Doubling Up
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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...
French Law Edges Towards Trusts
Though very cautiously and one step at a time, there is now no doubt that the concept of...