Big fish in a small cap-pond Profile of
Giles Hargreave is a tour de force in the small-cap sector, with the Marlborough Special Situations Fund returning a spectacular 1,856% under his stewardship. His current focus is firmly on home soil.
Profiles & Comment
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putting people at the centre
The daunting task of planning a business model across several jurisdictions was made simpler for Guardian Wealth Management thanks to its client-focused approach. Success comes from acknowledging the people behind the transactions.
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fasten your seat belts the eu Parliament elections
There seems to be little doubt, as April comes to an end, that the European Parliamentary elections next month will see the unhappiness of millions of EU citizens with their MEPs expressed in a dramatic way at the ballot box.
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New rules of engagement
The UAE has undergone a regulatory revolution in recent years, placing its finance sector under increased pressure. The industry has reacted positively, and these changes are now paving the way for a more professional environment, according to leading figures from some of the largest asset management companies in the region
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high flyers st james global
The skys the limit for the chief executive of St James Global, Paul Nicholson, as his financial planning business bringing advice to South African residents and expats goes from strength to strength.
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Not just a face in the crowd
Vestra Wealth was established in 2008 to offer a fresh and bespoke approach to providing each client with a specifically tailored service. Partner Meena Lakshmanan explains how this is done.
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the extension of the kid to insurance
Developed to make the process of buying funds simpler for investors, Key Information Documents are to be brought into the insurance arena. David Howell asks whether it can work.
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all about evy fund manager profile
With confidence returning to commodities markets, BlackRocks Evy Hambros message is clear the sector is worth investing in again
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what is the future for qrops advice
James Caldwell, of the UK advisory firm Aisa Professional, and Christopher Lean of Opes-Fidelio, Aisa’s global network arm, look at what the Budget changes will mean for QROPS.
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the inspectors are coming to your door
Friends Provident Internationals Taher Fakhri explains why inspections could soon be an everyday occurrence for advisers in the UAE in the second of a two-part feature explaining the new Insurance Authority laws.
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what you need to know about the new
In the first of a two-part feature, Friends Provident Internationals Taher Fakhri explains why you will need more cash, more people and more qualifications to run a brokerage in the UAE…
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blazing a trail remuneration in singapore
As the Financial Advisory Industry Review (FAIR) comes into force, a move away from upfront commission means building strategies for trail-based remuneration. By creating fresh incentives this is looking like a good deal for advisers and clients alike By Ian Pryor.