News, Comment & Analysis results for Client Affairs

Client Affairs
October 10, 2023

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

Client Affairs
August 28, 2023

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

Client Affairs
August 28, 2023

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

Client Affairs
January 30, 2023

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

Client Affairs
December 12, 2022

Prepare For Swift Shifts In Equity, Debt Markets – RBC

Faced with soaring inflation and rising interest rates, Kelly Bogdanova, vice president, US

Client Affairs
October 24, 2022

Even Happy Families Must Manage Wealth, Business Conflicts

This news service talks to advisors at Morgan Stanley on the conflict management and governance

Client Affairs
September 22, 2022

When Financial Storms Build, Consider Excess Deposit Bonds

Many wealthy people want to park their wealth in financial institutions to ride out market storms,

Client Affairs
August 24, 2022

It's Better To Be Wealthy And Healthy Than Poor And Ill

The author of this commentary poses the following question: If being rich is so terrible, why do

Client Affairs
August 17, 2022

HIGHLIGHTS OF 2022 SO FAR: Banker Becomes Soldier In Ukraine's Frontline

We repeat this feature article about a banker and venture capitalist in Ukraine who had, like his

Client Affairs
July 28, 2022

Investment Firm's Content Series Aims For Closer Client Engagement

Even before the pandemic, there was much talk on how to use video, interactive online channels,

Comment & Analysis results for Client Affairs

Client Affairs
September 22, 2022

When Financial Storms Build, Consider Excess Deposit Bonds

Many wealthy people want to park their wealth in financial institutions to ride out market storms,

Client Affairs
October 29, 2021

Advising Clients On New Asset Classes, Advanced Planning, And Philanthropy

With so many financial market changes, planning challenges and complexity around investment,

Client Affairs
December 22, 2020

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

Client Affairs
December 8, 2020

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

Client Affairs
November 10, 2020

WEALTH TALK: Exploring Cross-Border Reputation Management

This is the fifth edition of a video series by this news service in partnership with international

Client Affairs
October 30, 2020

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

Client Affairs
September 15, 2020

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

Client Affairs
July 20, 2020

Retiring Into Uncertainty - Beyond COVID-19

Anyone nearing retirement, or who is already retired, will be concerned about how they achieve

Client Affairs
May 1, 2020

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

Client Affairs
January 24, 2020

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