‘Full scope’ of adviser role often misunderstood
Global advice firm hopes its graduate scheme can help attract more people to the sector
Hoxton Capital Management
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Which low-tax jurisdiction will HNWs flock to next?
As countries compete to attract wealthy individuals across the world
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What are the benefits of an international savings/pension plan?
Portability, wider fund ranges, currency options and tax all play a role in attracting expats
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UAE-based firm obtains Australia licence
Aims to offer services to the more than a million UK expats now living down under
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UAE-based firm receives US licence
Firm will target UK expats in the states, which it claims lacks ‘suitability-qualified advisers’
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Most expats in Gulf do not seek advice in first two years
Abu Dhabi firm finds clients who spend longer in the region tend to utilise a financial adviser
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UK expats in the Gulf risk breaching pension allowance
Generous schemes attract workers but could lay the groundwork for hefty future tax bills
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UAE/UK adviser recommends selling the pound
Hoxton Capital advises staying out of sterling until after Britain leaves the EU
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Ex deVere duo launch ‘happy place’ for advisers
Former deVere duo Matt Dean and Chris Ball have founded their own financial adviser network, which they claim will make for happier advisers.