News results for Client Affairs
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,
Dos and Don’ts Of Multigenerational Investing
Investing and managing wealth of multiple generations of a dynasty is hard work and there is an
What's New In Investments, Funds? – Hamilton Lane, ADDX
The latest news about investment products, new structures and service offerings that might be of
Saxo's Outrageous Predictions For 2022, Nothing Short of "Revolting"
It's the time of year when Saxo delivers its annual Outrageous Predictions, giving the bank’s
Data Protection Clash With US FATCA - Lawsuit Begins
Mishcon de Reya, the law firm, has for some time argued that modern data protection rules raise
Women's Equality Day Puts Spotlight On Alternatives
Alternatives are playing an ever larger role in investment decisions but the industry reflects
August Big Read: The Dark Side Of The Dark Web
Sometimes explainers are necessary to describe terms that crop up but which few may fully
Agriculture Needs Emissions Targets, Investors Warn
A global investment coalition managing $5 trillion is pushing global leaders to set clear emission
Sky-High CPI: How Wealth Sector Reads Yesterday's Figures
Reactions were swift to Wednesday's higher-than-expected CPI figures and what this poses for yields
Firms' Bumpy Road To Hybrid Working
Solid progress being made on vaccinations has given firms the green light to iron out their
Comment & Analysis results for Client Affairs
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: Private Client Series With Kobre & Kim - A Focus On Hong Kong
This is the second episode of a video series by this news service in partnership with international
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