Friends Life International CEO John Van Der Wielen talks about his shake-up of the organisational structure of the business, diversification of staff to better address global markets and what he is doing to tackle the high commission culture in overseas life sales.
International finance centres are changing to meet the needs of an increasingly ‘tax conscious’ world. Guardian WM’s David Howell suggests the challenge for advisers will be to keep ahead of the game.
Cyprus is keen to improve its financial services industry, says Tony Pentland, head of business development, 3D Global Financial Services.
The UK tax authority's 'new' strategy of naming and shaming tax avoiders has historical precedents, Jersey Finance chief executive Geoff Cook observes
Chris Lean, a consultant at Prague-based Square Mile Financial Services, considers the importance of liquidity when advising on self-invested personal pensions and even QROPS
Women are becoming a dominant force in the business world and are creating wealth for others and themselves. Guardian WM’s David Howell asks whether advisers are geared up to tap into this potentially huge client base.
Legal & General International Ireland's head of sales Jon Tucker explains the benefits of a holistic approach, where flexibility and listening to feedback are major keys to success.
The offshore investment environment can at times be a minefield to pick investments from given that a lot of jurisdictions outside the US and UK lack regulation, making it easier for those operating in such regions to bend their investment mandates to allow for activity that goes against what they promote to advisers and that…
The overhaul of the QROPS legislation last year substantially changed the landscape of the industry. Here Rex Cowley, principal of Newdawn Consultancy, explains what you should look for in a QROPS and how the jurisdictions differ.
Understanding the link between wealth and mobility is key to serving international clients. Guardian WM’s David Howell explores delves into a recent survey on the topic.
Moneycorp looks at the economic data from the last week, the effect it has had on the major currencies and what is likely to happen in the week ahead.
Moneycorp looks at the economic data from the last week, the effect it has had on the major currencies and what is likely to happen in the week ahead.
