You Searched For "client management" and got 20 results
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4 mins read
I manage a private yacht marina in Singapore. Here are 3 ways I build trust with wealthy clients.
Jonathan Sit, manager at ONE15 Marina Singapore's talks about the importance of face-to-face intera…
Lian Kit Wee
3 mins read
I'm a divorce attorney for the rich and famous. Here are the biggest mistakes I've seen clients make.
A divorce attorney for celebrities and high-profile business leaders says certain transactions made…
Tess Martinelli
8 mins read
Inside the secretive operation helping manage billionaire Steve Schwarzman's vast fortune
Blackstone's Steve Schwarzman is estimated to be worth $57 billion. Here's what it takes to manage …
Alex Nicoll
3 mins read
Bank of America's clients are selling stocks 80% more than normal to use this strategy that allows you to avoid capital gains taxes on big returns
Use this strategy to reduce your tax bill.
Christine Ji
2 mins read
Taboola is looking to compete with Google and Facebook for small-business clients using a new generative AI tool for ad campaigns
Abby looks to make campaign setup easier for busy, resource-sapped business owners who aren't up on…
Lara O'Reilly
3 mins read
I love being a middle manager. Amazon's decision to cut middle managers saddens me — this role is misunderstood.
Michelle Busch became a middle manager at a PR firm in 2023. She thinks companies like Amazon looki…
Elle Hardy
3 mins read
Cash is no longer king. Here are 3 alternatives investors are trading it for, according to chief money managers.
Three alternatives resembling cash are emerging as investors face diminishing returns from interest…
Laila Maidan
4 mins read
Inheritance can destroy a family or be a life-changing gift. Here's how I advise my clients as an estate-planning attorney.
Dana Blue says she's seen clients experience "sudden wealth syndrome," where, after coming into mon…
Jen Glantz
3 mins read
I left Goldman Sachs to plan weddings for the ultra-rich. I do 4 key things to keep my clients — and their families — happy.
Lelian Chew once planned for a wedding in the Maldives, it was a logistical nightmare that took her…
Lian Kit Wee
2 mins read
Assets Under Management of equity mutual funds surged 5.4% sequentially in July: PL Wealth Management
The Assets Under Management (AUM) of equity mutual funds have surged by 5.37 per cent sequentially …
ANI
13 mins read
Meet the enigmatic manager who oversees Larry Page's Google fortune
Wayne Osborne manages the money of Google founder Larry Page, the world's sixth-richest man. He's l…
Hugh Langley
1 min read
BlackRock just reported a record $10.5 trillion in assets under management as client cash poured in and markets delivered
BlackRock saw its assets under management grow by $1.4 trillion in 12 months as client funds poured…
Theron Mohamed
1 min read
These 10 AI companies are getting corporate clients to pay up
OpenAI, Midjourney, and more are the top AI companies people are spending money on, according to a …
Jordan Hart
4 mins read
AI advice is the new moneymaker for consultants. Here's what BCG, Bain, and Deloitte are telling clients.
AI is everywhere, but a lot of businesses don't know where to start. Here's what consultants like B…
Lakshmi Varanasi,Tim Paradis
4 mins read
CrowdStrike's crisis management strategy holds lessons for all companies
The CrowdStrike IT outage was a PR nightmare, but it's a reminder to all companies that building a …
Polly Thompson
2 mins read
BlackRock brought in more money last quarter than ever before. Here's where the $11.5 trillion asset manager hopes to become the industry leader next.
The firm's infrastructure acquisition is set to bring in $1 billion in fees next year.
Bradley Saacks
5 mins read
How I transitioned from a career in finance to short-term property management
Shannon St. Val founded a short-term vacation-rental company, transferring her finance consulting s…
Mariette Williams
4 mins read
Hindenburg shared the Adani report with its client Mark Kingdon two months before publishing it: Sebi
Hindenburg Research shared Adani report with Mark Kingdon two months earlier, according to the SEBI…
PTI
5 mins read
A career in property management is looking more desirable as renters and travelers opt for luxury living
Two property managers share their insight on breaking into the field of managing short-term vacatio…
Mariette Williams
3 mins read
I'm a professional declutterer. Here's how you can manage your millions of digital photos.
First step to organize your digital photos is making sure they are all in the same place. You can t…