As a South East Asia-based financial adviser for the past nine years, many of them spent in Bangkok, Infinity Financial Solutions’ managing director Trevor Keidan is no stranger to Thailand’s political instability.
Part of Fidelity’s global investment team based in London, Adrian Brass manages the Fidelity Funds America Fund. While he accepts it’s easy to underperform the US market, he insists if you focus on the long term, outperformance can be achieved.
Guardian Wealth Management's David Howell explores the two latest long term savings ideas from EFAMA and Alfi.
Having established itself as a leading investment data and solutions provider in the UK, FE is set to replicate a similar model in Asia that caters to the needs of fund selectors, reports International Adviser’s Leena Dagade.
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
Clients say they prefer to deal as much as possible with a single company they can trust a philosophy at the heart of the Business Class Group, CEO Mark Kirkham explains.
Figures from the UK regulator show adviser numbers have increased post-RDR, but the pressure is on as the marketplace becomes more competitive.
Alan Morgan-Moodie, the CEO of the Association of International Life Offices, discusses the challenges currently facing the industry.
Run from the Isle of Man, Creechurch is a relatively new player but it is growing exponentially as its increasingly global investment proposition hits its target.
The sizeable advice gap left by large institutions ditching their US clients is an even bigger opportunity, says Guardian WM’s David Howell.
How Robert Mumby’s extensive background in financial services is paying rich dividends for Jupiter.
In the past year, SEI’s Kevin Addison has expanded the company’s UK and European offerings. The sourcing of unique management talent that clients cannot gain access to elsewhere has been pivotal to this success.
