The evolution of the wealth manager
Take technology on the journey but keep it out of the driver’s seat
Best Practice
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What part does currency choice play in your investment advice process?
Which currencies your clients’ portfolios are exposed to can have a significant impact on their investment returns. In this article, business expert, Karen Blatchford, considers why the impact of currency on the performance of a global portfolio over the long term should form an integral part of any initial investment decision.
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What are the pension implications of raising children?
It could leave some struggling to afford to take the tax-free pension commencement lump sum
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Ifs, buts and overseas pension transfers
In this article David Denton, Head of International Technical Sales at Quilter, considers the past and future of pensions and the important need to understand one’s options. Human nature is that we want what we can’t have, and this manifests itself in all walks of life. Making difficult or complex decisions in a timely manner…
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Winners Gallery: Best Practice Adviser Awards UK 2019
Trophies handed out at International Adviser’s Fund Links Forum on 17 October
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Industry taps into growing need for financial education
With initiatives in the UK and the Middle East aimed at under-18s
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International Adviser award winners 2019 announced
Who triumphed in the Global Financial Services Awards and Best Practice Adviser Awards UK?
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Women changing the wealth landscape in the Middle East
Between 20% and 40% of wealth in the region is held by or for women
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CISI rolls out mental health support portal
To encourage conversation within the financial services sector and end the stigma
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Ailo puts the spotlight on cross-border bonds
As they will not be taxed differently because of, or after Brexit
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Are you ready for the US $15 trillion wealth transfer opportunity?
In this article, Brendan Dolan, International Sales Director for Quilter International, provides the stark reality that unless strategic planning is in place, all your hard work to build your business could be undone. Many advisers are already preparing for the US$15 trillion global opportunity that intergenerational wealth transfer is presenting. Do you have a strategy…
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A valuable opportunity of gifting assets to a trust to help reduce UK IHT bill
In this article, Jason Pearce, Head of Technical Sales, Hong Kong & NE Asia, considers the benefits of placing assets in a trust and taking advantage of the current nil rate band to reduce UK inheritance tax bills. In common law countries like Hong Kong and the UK, trusts have been recognised and used for…