regulators coming under fire from wronged
Earlier today International Adviser reported on a new action group which has been set up to take on the UK Government in the wake of damaging comments made by the Financial Services Authority two years ago.
Analysis
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at crisis point how can you help your
Imagine if there was a way you could contact large swathes of your client base instantaneously‚ for free‚ passing them vital information just when they may be looking to you for help.
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record breakers
Natixis beat a personal best last year, after a decade of solid growth. The firms Terry Mellish and Moad Touhami arent about to rest on their laurels though
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asset allocator lombard odier
Following the 2008 financial crisis‚ Lombard Odier changed its asset allocation methodology to a risk-based approach. In CIO Stephane Monier’s view‚ this change of stance has delivered exactly as hoped
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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
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can international strategies offer lessons
Retirement funding is a crisis facing most developed economies. Here Guardian Wealth Management’s David Howell looks at how developments in the offshore space could help provide a solution.
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us banking lobby urges congress to
Ricardo V, a well-to-do Brazilian executive travels frequently between São Paulo and New York. He does not take one of the many non-stop flights, however. Rather he books a trip with a Miami stop-over. The Miami stop is not about company business, shopping or visiting relatives.
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us banking lobby urges congress to
Ricardo V, a well-to-do Brazilian executive travels frequently between São Paulo and New York. He does not take one of the many non-stop flights, however. Rather he books a trip with a Miami stop-over. The Miami stop is not about company business, shopping or visiting relatives.
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getting to the core of things
The establishment of the International Association of Insurance Supervisors and its insurance core principles can provide valuable positive lessons for the international IFA community
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the daily rising tide vam funds
VAM Funds’ international business is growing, with recent major gains in Asia and the Middle East. IA talks to VAM Funds sales director Nigel Watson.
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Three is the magic number asset allocator kb
Using 3% as a guide to grow his clients’ wealth by, and managing Kleinwort Benson’s investment opportunies under a three pillar framework, it seems that Mouhammed Choukier has a lucky number
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the acuma deal in nigel greens own words
There has been much speculation about the purchase by deVere earlier this year of UAE wealth adviser Acuma. Here deVere CEO Nigel Green explains the deal.