News results for Client Affairs

Client Affairs
July 22, 2013

A Pre-Flight Check Before Putting Money Into Funds

The operational due diligence team at Laven Partners, a firm advising the asset management industry

Client Affairs
July 16, 2013

French Parliamentary Report On HSBC Data Theft Reveals Up To $5 Billion In Undeclared Assets

Client Affairs
July 12, 2013

Nucleus To Reduce Charges For Larger Portfolios

Client Affairs
July 12, 2013

The Ten Elements Of A Family Office - GenSpring

Client Affairs
July 12, 2013

EXCLUSIVE: Advisor, Trustee Due Diligence - The Travails Of Setting Up An SFO

Joe Reilly interviews Patricia Angus, advisor and consultant to families and family enterprises,

Client Affairs
July 8, 2013

UK Banks Fail Consumers With Joint Accounts - Survey

Client Affairs
July 5, 2013

Credit Suisse Crowned King Of HNW Client Apps; Research Finds Industry Shortcomings

A study of private banks' apps shows Credit Suisse performed strongly but the report also revealed

Client Affairs
July 4, 2013

EXCLUSIVE: Credit Suisse Crowned King Of HNW Client Apps; Research Finds Industry Shortcomings In Mobile World

Credit Suisse ranks top in a recent survey of wealth managers' apps, while research shows the

Client Affairs
July 3, 2013

Addiction, Life Changes Impacting Wealth Management Tackled At US-Based Centres Briefing

Client Affairs
July 1, 2013

India Moves Against Mis-Selling Of Wealth Management Products

Comment & Analysis results for Client Affairs