FINDING A HOME WITH OPESFIDELIO
An adviser’s inside view of Europe’s most exclusive network.
An adviser’s inside view of Europe’s most exclusive network.
For the last year we have been analysing the true impact of Brexit on British pensions’ advice within the European Union, and indeed questioned the orthodoxy of British pensions being transferred to Malta and Maltese Trustees for UK and European Union (EU) residents. Regulation, different country setups and double tax treaties all have to be…
For any adviser or adviser firm considering applying for a MiFID (Markets in Financial Instruments Directive) licence in the European Economic Area (EEA), we have a precautionary tale of commitment which extends beyond mere costs.
As the pandemic slowly recedes into the rearview mirror, a shift in central bank thinking is creating new challenges for investors. To navigate this fast-changing landscape, Brooks Macdonald’s international funds range draws on a proven investment process.
How our bespoke portal is giving advisers more resources and clients more confidence
When it comes to setting up in the UAE, Farringdon’s Stuart Yeomans and Martin Young say there is only really one place to be. Two years into their Dubai story, the duo believe the regulatory shifts outside the DIFC will see the freezone’s role in financial advice grow in importance and influence.
An unconstrained Global Emerging Markets fund, offering access to well-constructed process managed by a seasoned emerging market investor.
Implications for the wealth management community. Sponsored by Jersey Finance.
Efficiency and scale for advisers, value and transparency for investors.
It’s live! Take a look at the LGBT Great #50For50 campaign video!
Business expert, Karen Blatchford, explains the importance of understanding and assessing investment suitability.
Fears over robo-advice are receding as we approach a watershed moment in adviser acceptance of new technologies and online platforms