News, Comment & Analysis results for Client Affairs

Client Affairs
May 20, 2025

$125 Million Wealth Advisor Joins Maine’s Great Diamond Partners

The move pushes the Portland firm’s total assets toward more than $740 million.

Client Affairs
May 9, 2025

Wealth Managers React To US-UK Trade Deal

After the UK and the US struck a trade deal this week – the first to be reached under US

Client Affairs
February 26, 2025

Advisors Welcome Trump's "Gold Card" Idea

The idea is a swerve on the concept of citizenship/residency-by-investment programs that operate

Client Affairs
February 6, 2025

Orion Expands Advisor Capabilities

Orion services $4.9 trillion in assets under administration and $97.5 trillion in wealth management

Client Affairs
January 31, 2025

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,

Client Affairs
October 21, 2024

UK Wealth Manager Shines Spotlight On US Elections

Justin Onuekwusi, chief investment officer at wealth manager St James’s Place, looks ahead to the

Client Affairs
July 12, 2024

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

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

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,