shifting sands
The days of the all-expenses-paid expat lifestyle are gone, and shorter stints abroad have also become the norm. This has necessitated a shift in thinking for expatriates' wealth planners, Coutts's Gary Dugan points out.
Analysis
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are passives set to dominate
The largest fund in the world is now a passive fund. The Vanguard Total Stock Market Index Fund now sits at $251bn, moving ahead of Bill Gross's Pimco Total Return Fund. The inexorable rise of passive funds has long been a trend in fund management, but is its dominance now assured?
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big is beautiful for international advisory firms
deVere’s Peter Hobbs explores the benefit of size in the challenging offshore advice market.
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the death after service dilemma
More than ever before, people are switching employers and even countries of residence during their careers and in the process, accruing basketsful of often very different pension entitlements with each employment. Czech Republic-based adviser Chris Lean and legal expert Howard Chapman take a look.
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lending to uk agricultural based businesses
Prestige Asset Management’s Craig Reeves looks at alternative lending.
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gold tumbling like it is 1982
Gold has had torrid time of late, but is it about to change?
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fatca in laymans terms
The Foreign Account Tax Compliance Act (FATCA) has made waves in the upper reaches of the funds industry and caused concern to banks, custodians, insurance companies and trustees, but little news regarding its impact has yet spread to the wider world. Few ultimate clients of the international finance industry have yet heard of it.
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JP Morgan holistic London-centric approach
JP Morgan Asset Management UK Funds business is taking its man out of Dubai as the company refocuses its fund distribution strategy, better serving clients across the globe through a holistic London-centric approach, head of UK funds Jasper Berens explains
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us banking lobby urges congress to challenge
As US financial institutions become increasingly aware of FATCA and its implications, a growing number of them are urging Congress to think again, says David Kuenzi, of US-based Thun Financial Advisors
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from here to infinity asset allocator
Bestinvest is turning its attention overseas to broaden its range and the wealth manager’s biggest deal to date saw it recently link up with Infinity, which will act as the firm’s discretionary representative on Asian shores.
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what do long term savings solutions
Guardian Wealth Management's David Howell explores the two latest long term savings ideas from EFAMA and Alfi.
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a design for life business strategies with
An increasingly complex market environment means that today’s IFAs must be far more skilled than their predecessors if they are to truly work in their clients’ best interests. A structured training programme has become a vital tool in ensuring good long-term returns, as Mondial (Dubai) are discovering