With the implementation of the Retail Distribution Review, many financial institutions are having to adapt their approach to cope with the changes. Canada Lifes Andy Marks explains how his field-based team utilise their experience to bolster their estate planning proposition and reap dividends.
Sarah Lord, Killik & Co’s wealth planning director for the Middle East, throws down a challenge for any financial adviser in the Gulf to come forward if they are more qualified than she is. As a fellow of the UK‘s Personal Finance Society and certified financial planner, with other specialist exams under her belt and…
Sarah Lord explains what it is like to be based in Dubai, where there is no obligation for advisers to disclose commission, and the perception abroad of rather too many cowboy advisers offering inadequate advice to clients. UAE clients expect advice to be free but part of Sarah Lord’s education process with clients is to…
The Emirates Securities and Commodities Authority (SCA) announced the long awaited changes to investment fund regulation in the UAE in July and Lord discusses the implications, even though much is still unclear about where the authorities in the Gulf are heading. She also highlights the interesting dynamic between Abu Dhabi and Dubai, concerns about cold…
Fixed income manager Western Asset, an affiliate of Legg Mason, has strengthened its Singapore-based team, with the appointment of four analysts and portfolio managers.
A shift in strategy for Royal London 360° earlier this year has begun to pay dividends, with new business sales at the company falling significantly less than its competitors.
Cross-border tax specialist Frank Strachan and his two-member team have joined the Edwin Coe law firm, located in Londons Lincolns Inn district, from LSG Solicitors.
HM Revenue & Customs last week removed all Cyprus based QROPS from its list of registered schemes – raising questions about why it did so and what HMRCs intention is towards the QROPS market.
Skipton International, the Guernsey-based subsidiary of Skipton Building Society, has unveiled the latest edition of its 12-month fixed rate International Reserve Bond, which is paying investors a gross annual equivalent rate (AER) of 2.9%.
Skandia International has appointed Craig Ellis as head of region for Royal Skandia in Singapore and SE Asia, replacing David MacDonald who resigned earlier this year.
UK tax officials have published names and photographs of its top 20 list of most wanted tax fugitives, and has called on the public to help catch them.
RBC Investor Services has hired two new client solutions personnel to help ensure consistency of service as the group expands globally.
