looking for some new ideas in emerging
Here, Morningstar OBSRs Oliver Kettlewell picks three newcomers whose flexibility and taste for the frontiers sets them aside…
Author: International Adviser
-
-
begin with the end in mind
Are you paying as much attention to your own future as you are your clients’? Planning ahead to ensure a profitable exit when the time comes will mean you don’t end up being short-changed
-
MiFID II could spell death knell for RDR
The UK’s Retail Distribution Review could be in danger of being overridden by the EU’s MiFID II directive.
-
the czech republic learns to trust
The Czech Republic’s trust law is only 16 days old‚ but already‚ wealth managers there and elsewhere are keen to learn more about it. Here‚ five Czech-based experts who were involved in advising on its creation discuss its features‚ attractions‚ and some lingering questions that have yet to be resolved.
-
davy buys belfast based advisory firm
Davy Private Clients‚ a division of the well-known J&E Davy stockbrokerage‚ has acquired Square Seven Financial Planning.
-
devere announces 30 growth plan
Global financial advisory company deVere has announced plans to expand the number of staff at its administration hub in Malta by almost 30%.
-
trusts are new tool in czech republic
Since the beginning of January‚ wealth managers in the Czech Republic have been able to make use of trusts for the first time‚ following extensive changes to the country’s civil laws.
-
tobam offers all countries equity fund
Paris headquartered anti-benchmark specialist TOBAM has launched the All Countries World Equity Fund.
-
single gcc visa likely by mid 2014
A visa scheme similar to Europe’s Schengen Visa programme‚ which would allow Gulf-based expatriates and foreign businessmen “to move easily” across the borders of the six-country GCC region‚ is being considered and is likely to be in place “by mid-2014”‚ Gulf media have reported.
-
First for Pioneer with UK fixed income launch
Global asset management firm Pioneer Investments has launched its first dedicated fixed income product for UK investors.
-
eu parliament to consider eu citizenships
The increasingly controversial question of whether EU member states should be allowed to offer citizenship to non-EU nationals in exchange for money will be debated by the European Parliament tomorrow.
-
multi dfm option now available on skandia
Skandia International has made it possible for UK investors using either its International Portfolio Bond or European Portfolio Bond to delegate asset management to numerous discretionary fund managers (DFMs).