A three thronged approach
Global investment bank Goldman Sachs is moving into the retail space, with its first offering being three multi-asset UCITS funds run by Katie Koch.
Analysis
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How many times do you plan to get married
Asking a client how many times they plan to get married may not be the easiest way to build a rapport, but it should be on the agenda, according to Guardians David Howell.
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Open door policy Business strategies with Global
Referrals are the lifeblood of advisory businesses and adopting a front door approach is a recipe for good growth.
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Platform view – Be prepared
A sharper regulatory focus on holding client money means firms have to get to grips with complex and ever-changing rules, says Michael Rothwell, county manager for Pershing Channel Islands.
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Method Man
Investec global head of client group John Green devises strategies that focus on cash flow and stability, rather than chasing market froth, to deliver long-term income to clients.
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GAM s got it covered
GAM’s Graham Wainer explains that diversification and flexibility are essential to making waves within the fluid asset management business
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Cheese and pickle on brown please
Everyone knows bringing a packed lunch will save you money, but will it save you enough for retirement? Guardian Wealth Management’s David Howell takes a look
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A world of diversity
Managing the increasing complexity of providing a cross-jurisdiction platform service is both challenging and exciting.
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Blockbuster or Netflix
It’s not whether to change but when, says Axa Wealth Intl’s Simon Willoughby, as he takes a look at the more long term impact of the Retail Distribution Review.
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FCA in circles over simplified advice
FCA chief Martin Wheatley has stressed the need to “square the circle of selling complex products to so-called unsophisticated investors”, but are we really any clearer on the shape of things to come?
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Little acorn to mighty oak
OakTrees Ian Brady says careful backtesting and research enables the boutique to hit above its weight.
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keep calm and carry on key commitment
A little over a year after MBMG opened for business, the building housing our offices burned down. Luckily, we were quickly back on our feet again but since then, we’ve always ensured that we have business continuity plans.