Paul Evans, head of sales for the Middle East and Africa at Old Mutual International, discusses the work his team is doing to support advisers dealing with changing regulation and client needs. He is finding increasing demand for new product solutions and outsourcing options to meet the needs of high net worth clients.
Complications with trust arrangements can be eased by using a bond wrapper to hold any investment, according to Canada Life technical manager Neil Jones.
The flood gates will open for so-called ‘hacktivists’ to attack the offshore industry if the law firm at the heart of the Paradise Papers loses its legal case against two UK publications, according to a leading lawyer.
While the pace of change may differ between clients, for the future of ESG investments the only way is up. So, how at risk are the funds or wealth managers that do not manage to move to a full ESG-process across a client’s entire portfolio?
India is thought to have more citizens living abroad than any other country in the world, estimated by its government to exceed 30 million.
Investor interest in tax-efficient Enterprise Investment Scheme (EIS) funds, run by HM Revenue & Customs, is expected to rise despite managers being forced into higher-risk investments as a result of recent rule changes.
Building up your savings and reviewing your will are among the steps Hargreaves Lansdown has recommended for individuals considering divorce.
The UK Government is raising awareness of the signs of money laundering and the risks firms and professionals face if caught facilitating or failing to reporting financial crime.
In its ongoing fight against tax evasion, HM Revenue & Customs has revealed its top ten tax fraud and organised crime cases of 2017. The list includes people with offshore accounts, a would-be spy, millionaires, accountants and data thieves. All cases came with large prison sentences.
Financial advisory firms operating in the UAE say while they still have questions about how the government’s new Value Added Tax (VAT) impacts the financial sector, it is better to be safe than sorry and assume it applicable to the services they provide.
Many financial advisers have spent far too long asking clients all the wrong questions and failing to listen to what they really want, according to international business consultant Brian Foster.
Inflation rates rising, the Chinese economy slowing and the US pushing back against free trade agreements are all real possibilities investors must “carefully monitor” in 2018, according to deVere Group chief executive Nigel Green.
