Charles 'Pops' Ponzi may have died more than sixty years ago, but the DNA of his investment strategy evidently lives on, says MBG Int'l managing partner Paul Gambles, in the first of a three-part series on the importance of scrutinising one's investment models.
Making a recommendation should consist of more than "what" and in providing more an adviser can protect himself from possible future litigation says Square Mile Financial Services’ Chris Lean.
In the extract below from his post Budget analysis, Jersey Finance chief executive Geoff Cook sets out his view on the issues that will affect the island’s future as the tax clampdown moves up a gear.
Gerry Brown, technical manager of Prudential, says in years to come, George Osborne's 2013 Budget might come to be regarded as one of the most memorable Budgets – at least from an "offshore" perspective.
Just a few days now until the UK budget on the 20th March. Certainly a big day for the Chancellor given triple dip fears, loss of that topflight credit rating, and falling tax receipts putting the deficit reduction plan at risk.
Friends Life International CEO John Van Der Wielen talks about his shake-up of the organisational structure of the business, diversification of staff to better address global markets and what he is doing to tackle the high commission culture in overseas life sales.
In an area that remains largely unregulated, David Wallis-Powell of Scottsdale Overseas talks about keeping ahead of the game, by bringing a UK-style approach to the Spanish market.
International finance centres are changing to meet the needs of an increasingly ‘tax conscious’ world. Guardian WM’s David Howell suggests the challenge for advisers will be to keep ahead of the game.
Malta has enjoyed a surge in popularity among financial services companies, in the wake of the financial crisis. Hedge funds, pension fund administrators and retiring Britons are relocating there, drawn by its agreeable climate and lifestyle, affordable costs, numerous DTAs, and regulatory infrastructure. Helen Burggraf reports.
Cyprus is keen to improve its financial services industry, says Tony Pentland, head of business development, 3D Global Financial Services.
The UK tax authority's 'new' strategy of naming and shaming tax avoiders has historical precedents, Jersey Finance chief executive Geoff Cook observes
Chris Lean, a consultant at Prague-based Square Mile Financial Services, considers the importance of liquidity when advising on self-invested personal pensions and even QROPS
