Jupiter on its bid to diversify, fee strategy and new offices
Jupiter’s global head of distribution Nick Ring discusses the importance of diversifying the business, its Sicav fees and why relocating to new offices was a smart move.
Author: Mark Battersby
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FCA sets deadline to end closed life book ‘poor practice’
A tighter framework for closed books of life and pensions business has been unveiled by the UK’s Financial Conduct Authority (FCA) after uncovering poor practices in parts of the industry.
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Investment fund takes 20% stake in Enhance Group
A strategic stake has been taken in Jersey-headquartered investment consultancy Enhance Group, by a closed-ended investment fund managed by Channel Islands-based Ravenscroft.
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US asset manager Oppenheimer targets EMEA with Dublin Ucits
New York-headquartered asset manager OppenheimerFunds, has named former Alliance Bernstein director Doug Stewart to spearhead distribution across Europe, the Middle East and Africa for its newly launched Ireland-domiciled Ucits platform.
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Key action points for US citizens facing up to Fatca
Compliance with the Foreign Account Tax Compliance Act (Fatca) by those institutions affected by it is now well advanced, but the picture is much less clear for individuals affected by the new rules, says David Andrews, executive director (international private clients) at HFM Columbus.
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Global best practice adviser firm of the year 2016 revealed
We are delighted to announce as we come to the end of 2016 that the overall winner of International Adviser’s inaugural Best Practice Adviser Awards is…
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Youngest ever financial adviser gains fellowship with UK’s PFS
The UK’s Personal Finance Society has named a London-based 22-year-old financial adviser as its youngest ever to obtain one of its fellowships.
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Forces impacting on survival rate of financial services firms
Aspects of the international retail financial services market are perceived to lag behind several more mature domestic financial services markets, or certainly those in leading European economies, such as the UK, Germany and France, says Guy Vanner, managing director of AKG Financial Analytics.
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Industry reacts to Middle East clampdown on commissions
Leading figures from the financial services industry in the Middle East give their views on the proposed cap on commission and the prospect of commission disclosure coming to the region.
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Three financial adviser initiatives: Holborn Assets
In the latest of our series of insights from financial advisers across the world, Keren Bobker, senior partner of Dubai-based Holborn Assets sets out three initiatives she is taking to build the business along best practice lines.
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Canada Life Int’l ‘fills gap in market’ with new Dublin bond
Canada Life International has extended the availability of capital redemption bond (CRB) options to its Dublin-based trust products offered by Canada Life International Assurance (Ireland).
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It’s anyone’s guess what’s going on inside Trump’s head
What a game changer the election of Donald Trump as US president is likely to be across so many fronts.