changing clients perception of wealth management
Christopher Shaw, group head of wealth planning at SG Hambros, looks at ways wealth managers could work more closely with lawyers and accountants.
Author: International Adviser
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dexia am appoints manager for iberian peninsula
Dexia Asset Management has appointed Nabil El-Asmar to lead its client relationship department in the Iberian Peninsula.
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devere plans to expand to 100 offices
The deVere Group, which claims to be the largest company of independent financial advisers in the world, has announced plans to open a further 12 offices over the next year, and to grow the business to more than 100 offices in the next five years.
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now health intl launches currency option
Now Health International, a private medical insurer, has introduced a flexible currency option.
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standard life intl eyes singapore
Standard Life is in discussions about applying for a licence to operate in Singapore, as it looks to implement a strategy unveiled earlier this year of expanding beyond its Asian foothold of Hong Kong.
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aviva investors opens first benelux office
Aviva Investors has opened an office in Utrecht, in Holland, and appointed Catrinus van Willigen as managing director for Belgium, Netherlands and Luxembourg.
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fidelity criticised for breaching takeover code
Fidelity Worldwide Investment has been publicly criticised by the Hong Kong regulator for failing to disclose a large position it held in Little Sheep, a company which was subject to a takeover.
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rl360 sales up 32 percent
Royal London 360° wrote £308m of new business between 1 Jan and 30 Sept this year an increase of 32% on the first nine months of 2010.
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ahead of the curve
Mike Foy, managing director of Axa Wealth International, explains how the company is preparing for such upcoming challenges as the Retail Distribution Review, the US FATCA legislation and the EU Savings Directive.
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Franklin Templeton prepares for Vietnam funds
Franklin Templeton Investments, the US-based fund management giant favoured by many investors for its Asia-focused funds range, is looking forward to launching, through a joint venture, some of the first mutual funds ever to be sold in Vietnam.
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fidelity adds emerging markets fund to fast range
Fidelity Worldwide Investment has added an Emerging Markets Fund to its FAST range of funds, with Nick Price at the Helm.
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east asia more expensive than perceived step
External perceptions of East Asia as a low-cost financial centre are inaccurate, while a lack of fiduciary and legal talent is restricting industry growth in the region, according to a Society of Trust and Estate Practitioners survey.