finding mr right
Focus, clarity and diligence ensure your clients make informed financial decisions and help you build a successful and long-lasting relationship with them, says Melanie Nutbeam, senior associate, HFS Asset Management
Profiles & Comment
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lm investments peter drake breaks silence
Peter Drake, the founder of LM Investment Management, hits back at the Advisers Committee for Investors and other critics. Published here exclusively.
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eastern promise life trends swiss life singapore
Demand for sophisticated wealth management is on the rise in Asia, giving companies like Swiss Life Singapore a whole host of growth opportunities in the region, says the company’s chief executive Thomas Henze
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hmrc provides welcome clarification
Jeremy Pearson, technical support manager of Canada Life, looks at how HMRC has resolved a key area of uncertainty in the realm of discounted gift trusts and says why it’s good news
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a refuge from the us tax storm
For the last five years, Maseco Wealth has been helping the growing number of American expats who have been caught up in a US crackdown on overseas accounts…
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lmim investors group lashes out
In the wake of last week’s winding up order by the Supreme Court of Queensland of LM Investment’s First Mortgage Income Fund, the Advisers Committee for Investors lashed out at what it said were “multiple failings" within Australia’s regulatory system, for having permitted the fund to get into the state it did…
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expanding universe schroder
Distributing some 600 funds in 27 countries, Schroder IM has spent time and effort ensuring its local-level operations are suitable for clients’ needs. Carlo Trabattoni explains the company’s strategy
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change comes to new zealands foreign
As New Zealand prepares to change the way it taxes so-called "foreign superannuation funds", Stephen Ward, managing director of Premier Pension Solutions, looks at how the new regulations will work
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the name of the game asset allocator with
The company name may have changed a few times over the years, but the investment processes have remained the same at newly branded Canaccord Genuity Wealth Management.
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bond ambitions fund manager profile
The fixed income market has gone through some radical changes over the past 15 years, and JP Morgan AM’s Nick Gartside has had a ringside seat
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A guide to the value of a british passport
I'm sure we have all moaned about the UK for one reason or another, usually the weather or something our politicians have done or some ridiculous ruling by the courts being blamed on the human rights act.
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qrops changes are coming to offshore pensions
Following a “shameful” legal defeat on the 21st of last month, HM Revenue & Customs have been forced to deliver a policy statement to judge Justice Charles.