In the wake of launching Provisca, founders Bryan Low and Nigel Watson talk about the challenges facing the offshore market and how they cater to the financial services ‘trinity’ of product providers, IFAs and clients.
The UK’s Financial Conduct Authority has directed a “small number” of firms to review all of their non-advised annuity sales from July 2008.
Brendan Dolan, Regional Director, Middle East and Africa for Old Mutual International, talks about how the group is working with advisers as the regulatory landscape changes in the region.
London headquartered Jupiter Fund Management saw mutual fund net inflows of £0.8bn ($0.97bn, €0.88bn) in the third quarter of this year, fuelled by extending its relationships with key distributors on a global basis.
Joe Tennant, product specialist for the Schroders Multi-Manager team, explains the role inflation plays in an economy and the state of play today.
UK England football captain Wayne Rooney is facing a £3.5m ($4.3m, €3.8m) charge after HM Revenue & Customs challenged a suspected avoidance scheme in which he was a key investor.
Jersey-based IFA firm Lumiere Wealth, which is majority owned by Providence Global, is to be wound up after a hearing held by the channel island’s Royal Court.
The winners in International Adviser’s inaugural Best Practice Adviser Awards 2016 for the Singapore region were announced on Thursday afternoon at the Raffles City Convention Centre after the Future Advisory Forum Singapore.
Two big providers have ripped the carpet from under a group of American investors in the UAE, says Vince Truong, partner at Dubai-headquartered financial planners Holborn Assets.
It is not good enough to get away with what amounts to a closet tracking portfolio with fees that would correspond more appropriately with an active approach, says Rod Guest, international sales manager for Marlborough International Investment.
The winners in International Adviser’s inaugural Best Practice Adviser Awards 2016 for the Hong Kong region were announced on Tuesday at the Island Shrangri-La Hotel.
One of the keys to getting decent investment returns in the current economic climate is to tap into the stream of dividends paid out by companies, says Stuart Reeve, portfolio manager at BlackRock.
