offshore bonds and the rdr elephant
The UK's RDR is bringing about undoubtedly some of the most significant changes ever to occur in the UK financial services industry, says Simon Willoughby, head of proposition at AXA Wealth International.
Profiles & Comment
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made to measure solution life trends
Since the RDR, portfolio planning has become much more bespoke, and Mark Hayhoe from Aegon Ireland says offering an alternative approach to tax-efficient investing can really cut a dash.
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is it time for a platform of platforms or simply
Platforms have fast become a staple of financial advice. The job now is to ensure clients are getting the best value from them, says London & Colonial’s Adam Wrench.
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the waiting game a profile of richard pease
Beset by lingering recession, high unemployment and political ferment, Europe is hardly the first choice for today’s investors. However, says Henderson Global Investors’ Richard Pease, opportunities are there for those who possess one key virtue patience.
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uncertainty its the new black
Recent rhetoric by the UK on cutting ties with Europe is causing instability for British Crown Dependencies however, says Guardian WM’s David Howell, it is also pushing them towards greater transparency.
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the ldf vrs the isle of man disclosure
A little-noticed aspect of the UK's "FATCA" agreements with its three Crown Dependencies is that they are to be accompanied by "tax amnesty" schemes designed to encourage take-up. Here,Crowe Clark Whitehill's John Cassidy looks at how the first of these stacks up next to the LDF.
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transcontinental express fund distributor with mg
M&G took the eurozone by storm after it was bought out by the Pru and Jonathan Willcocks says it has used its success in the region as a launch pad to enter markets further afield.
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an isle of man view of fatca
The UK Treasury estimates that tax evasion costs HM Revenue & Customs £4bn a year, which has prompted their championing of the US Foreign Account Tax Compliance Act (FATCA).
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doing it by the book business strategies
The first three months with a new company is crucial for the trainee wealth manager. Ensuring that you have a clear system in place to provide support and guidance for new recruits is vital, yet often overlooked, says Globaleye chairman Tim Searle.
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Building business in Asia
Stuart Fraser, chief executive of Ageas Hong Kong, describes how the company is gaining traction and market share in Asia, helped by its ability to be more responsive to clients and market conditions than some of its larger rivals.
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follow the chameleon s lead
In a globalised environment, a universal leadership approach makes less sense than the pursuit of cultural adaptation to different markets, as David Bellingham explains.
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gaining local knowledge
Gaining experience of a new region takes time, but as Invesco has found as it continues to expand in the Middle East, ongoing research into local investor behaviour does pay off.