advisers like the speed platforms give them
Advisers now using platforms prioritise the speed at which new client applications are processed above any other aspect of service, a survey by independent financial research company Defaqto reveals.
Author: International Adviser
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cayman business leaders challenge expat tax plan
The battle over Cayman Islands premier McKeeva Bushs plan to implement the territorys first-ever income tax continued to rage over the weekend, with Cayman business leaders proposing alternative schemes on Saturday.
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totus remodels to target X-border hnwis
Totus, an independent financial advisory business founded 25 years ago in London, has revamped its business model, as it seeks to cater for the evolving needs of wealthy Europeans, particularly Britons and British expatriates living on the Continent.
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devere Ignore pension busting warnings
International advisory firm the deVere Group is warning advisers and consumers that to ignore HM Revenue & Customs warnings over pensions busting schemes is to do so at your peril.
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fatca creates strategic dilemma for wealth
The US Foreign Account Tax Compliance Act (Fatca) poses a genuine risk to the UK’s financial services, as the costs of implementing a compliant investment solution for US clients are simply too high, according to wealth manager London & Capital.
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axa wealth intl sales fall by more than a third
Sales at Axa Wealth International slumped during the first six months of this year, although parent company Axa Wealth has reported increased sales in all of its other business units.
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Why I don’t want American or Australian clients
Tony Shah explains why Christchurch will not have any American or Australian clients on its books. However, Shah says the company is interested in expanding into new markets, particularly the Far East, but says rather than trying to get licensed everywhere, it will do this through partnerships with established IFAs.
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Christchurch’s Tony Shah reveals his hourly fee and explains how he justifies a fee to a client
Christchurch Investment Management’s Tony Shah reveals how much he charges a client for his time and explains how the company has educated its clients about the benefits of moving to a fee-based structure. (For part 3, click here) Shah also discusses why the UK’s RDR is almost certain to have international ramifications and therefore why…
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Segmenting clients to ensure the best proposition
Tony Shah, associate director of Christchurch Investment Management, discusses how the company segments its clients in order to provide the correct proposition for each of them, whether these are people planning to retire abroad or those who are internationally mobile. (For part 2, click here) Shah also tells International Adviser editor Mark Battersby, why the…
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stone simmonds acquire blevins franks
William Blevins and David Franks, founders of the international Blevins Franks financial advisory group, have sold their stakes in the business to a group of investors that includes key employees in the business as well as Lombard International founder John Stone, and Bluefin Advisory founder John Simmonds.
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concept hires sovereigns shipman
Concept Group, the Guernsey-based QROPS and QNUPS provider, today revealed that it has hired Rob Shipman, the ex-managing director of a former QROPS rival, as it unveiled a new QNUPS in its Aurora pension products range.
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australia called to crack down on corporate
There have been calls for the Australian government to crack down on large corporations using tax haven jurisdictions, following a news item on ABC, one of the countrys largest television networks.