UK advisers with clients looking to move to Portugal and make the most of tax-efficient opportunities but avoid costly mistakes need to consider seven key questions, according to international wealth and tax management firm Blevins Franks.
Zurich International Life has launched Simple Wealth, a new simplified investment plan that the company says provides an easy way for consumers in the United Arab Emirates to manage and grow their wealth.
Emerging markets are increasingly attractive but selecting the right fund is the key to performance, according to Morningstar.
Neil Woodford dropped British American Tobacco from his flagship equity fund in June, a stock which had enjoyed a consistent place in his strategies throughout his career.
Performance fees are often seen as a necessary evil. But the unambitious hurdle rates most funds employ mean fund managers also get rewarded for underwhelming performance. Is that fair?
The bulk of US treasuries are owned by the Fed and foreign investors. But this is set to change, and it could have serious consequences.
Hong Kong’s Securities and Futures Commission (SFC) and France’s Autorité des Marchés Financiers (AMF) have signed a memorandum of understanding linking their mutual fund markets.
Has the FCA asset management review missed a trick by not expanding its demands for transparency to wealth management?
A clear majority of UK active equity funds are not closet trackers and should not be tarred with that brush by the regulator, new analysis of the UK fund market suggests.
Investors can now measure the climate impact of the funds they invest in, using “the world’s first climate impact rating for funds”.
Investors piled into the IA Sterling Strategic Bond sector in May, while UK equity funds experienced a net retail outflow of £479m ($642m, €566m), according to the latest IA statistics.
Risk averse high-net worth investors are losing out on significant returns, as more than a third of the average portfolio is held in cash new analysis by UBS has revealed.
