News, Comment & Analysis results for Client Affairs
Advisors Welcome Trump's "Gold Card" Idea
The idea is a swerve on the concept of citizenship/residency-by-investment programs that operate
Orion Expands Advisor Capabilities
Orion services $4.9 trillion in assets under administration and $97.5 trillion in wealth management
US Data, European Rate Cut Highlight Transatlantic Divergence
After the European Central Bank cut interest rates and the US Federal Reserve put theirs on hold,
UK Wealth Manager Shines Spotlight On US Elections
Justin Onuekwusi, chief investment officer at wealth manager St James’s Place, looks ahead to the
Investment Managers React To Lower-Than-Expected US Inflation Figures
After US inflation came in lower than expected, investment managers discuss the impact and the
HNW Visa Programs, Foreign Residency Remain Popular Despite Headwinds, Advisors Say
Although some governments have suspended or closed so-called "golden visas," there remains plenty
OPINION OF THE WEEK: We Need To Talk About Theft
The number of top-brand wristwatches stolen in cities such as London continues to rise, and that
Smooth Sailing: How To Keep Your Boat Safe This Summer And Beyond
A figure from a large insurance group is understandably in a position to talk about the risks and
The Importance Of Early Financial Planning
Fail to plan then plan to fail. This is an oft-stated maxim and it particularly applies to areas
Prepare For Swift Shifts In Equity, Debt Markets – RBC
Faced with soaring inflation and rising interest rates, Kelly Bogdanova, vice president, US
Comment & Analysis results for Client Affairs
When Financial Storms Build, Consider Excess Deposit Bonds
Many wealthy people want to park their wealth in financial institutions to ride out market storms,
Advising Clients On New Asset Classes, Advanced Planning, And Philanthropy
With so many financial market changes, planning challenges and complexity around investment,
WEALTH TALK: Cross-Border Financial Products, Services - Examining The Risks
This is the eighth edition of a video series by this news service in partnership with international
WEALTH TALK: Anti-Corruption Probes, Extradition Risks In Africa
This is the seventh edition of a video series by this news service in partnership with
WEALTH TALK: Exploring Cross-Border Reputation Management
This is the fifth edition of a video series by this news service in partnership with international
WEALTH TALK: Focus On Tax, Estate Planning Scramble Pre-US Elections
In this video, we discuss the kind of workload US wealth managers must contend with in the days
WEALTH TALK: A New Private Client Video Series With Kobre & Kim
This is the start of a new video series by this news service in partnership with international law
Retiring Into Uncertainty - Beyond COVID-19
Anyone nearing retirement, or who is already retired, will be concerned about how they achieve
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
Protecting The Client: Why It's Much More Than Guarding Client Money
There is a wide toolbox of structures for protecting clients' wealth. And protecting the client is
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