David Howell: Guardian Wealth Management’s accidental adviser
GWM’s David Howell talks about his firm’s expansion plans, alphabet soup, and the unintended consequences of RDR on the UK advice market.
Dubai
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Sarah Lord scales new heights in professional development
Killik & Co’s Sarah Lord talks about her thirst for personal and professional development, her belief in the fees-based model and her time in the United Arab Emirates, where commission is still king.
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Dubai establishes new endowment centre
Dubai is to establish a centre for endowment consultancy services, and the city will get a new district dedicated to endowment buildings and housing.
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Falcon Private Wealth Dubai secures DFSA licence
Falcon Private Wealth Dubai has received final licence approval to operate from the Dubai International Financial Centre (DIFC), with immediate effect.
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Emirates NBD Dubai economy tracker signals contraction
Emirates NBD’s latest Dubai Economy Tracker (DET) has recorded its first fall in non-oil private sector economic activity since the series began in January 2010
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Praemium set to open sales office in UAE
Australian-based financial technology firm Praemium is in the process of setting up a new office in Dubai to help market its offshore investment platform to the local IFA market.
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DFSA amends property fund rules; to offer more online services
The Dubai Financial Services Authority (DFSA) has amended its rules for specialist property funds, and has begun a consultation on extending the range of transactions that it will offer online.
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Best Offshore Solutions takes Mauritius platform global
Mauritius-based international trading platform Gravitas Finance has partnered with Best Offshore Solutions to market and distribute its International Investment Platform (IIP) to IFAs.
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DIFC mis-selling case set to drag on after deadline missed
One of the two defendants involved in a long-running financial mis-selling case in Dubai has failed to comply with a Dubai International Financial Centre (DIFC) court demand to deposit its share of a damages award pending an appeal.
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Northstar plans Middle East and Africa expansion
Bermuda-based Northstar Financial Services has announced plans to begin operating in the Middle East and Africa from a new office in Dubai.
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Invesco’s Tolchard heads EMEA Fixed Income after reshuffle
Invesco’s well respected Middle East chief, Nick Tolchard, has moved to a new role as head of EMEA for Invesco Fixed Income (IFI), where he will lead the team charged with developing the distribution of the investment manager’s fixed-income products across Europe, the Middle East and Africa.
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Middle East market feels wind of regulatory change
Regulatory change, whether from growing enforcement of existing rules or the emergence of new ones, had a major impact on international life companies and financial advisory businesses in the Gulf during 2015.