nigel green explains why only the fittest will
DeVere founder and CEO Nigel Green explains why the incoming Insurance Authority rules could spell the end for the smaller IFA players.
Analysis
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working in the uae – bridging the gulf
The tax-free lure of the UAE can seem seductive but setting up an IFA business there doesn’t come without its challenges. But if you can navigate the nuances of its rules and regulations, and you’re prepared to work hard, there is a huge client pool to tap into.
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Asset managers to merge funds not companies
European asset managers are set to rationalise their fund ranges further, but at a corporate level a widespread M&A spree is unlikely.
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a job wells done wells fargo
Wells Fargo Asset Management’s mission is to give more clients access to its products. Managing director Ludger Peters is working hard to accomplish that.
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a testing time for wooden horses
Is it too early to predict a financially brighter 2014? While its only February, the signs are looking pretty healthy.
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a world of opportunity asset all signia wealth
Gautam Batra built a solid reputation at Coutts before founding Signia Wealth in 2009. With a client base of entrepreneurs‚ the company capitalises on a global approach to equity investment
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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.
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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.