Can expats believe in chartered financial planning firms?
We all know that people matter when it comes to business success, says James Pearcy-Caldwell, co-founder of financial planning firm Aisa.
Analysis
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ANALYSIS: A double-take on gold funds
George Cheveley, manager of the Investec Global Gold Fund, details his structured, two-pronged approach, while Ani Markova, head of the Smith & Williamson Global Gold Fund, describes her fund’s long-term strategy. Chelsea Financial Services’ managing director Darius McDermott offers a neutral viewpoint.
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ANALYSIS: Brains or blind faith behind EM call?
Emerging markets are back in favour, but are investors going back in on solid fundamentals or blind hope?
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ANALYSIS: Woodford’s bold move puts pressure on whole industry
The peers of star UK fund manager Neil Woodford have once again been caught off guard by a bold move from Britain’s best known investor.
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Under the spotlight: product review of RL360° Quantum
In the first of a new series of three independent reviews of international life products, Brian O’Neill, consultant at Isle of Man-based actuary and consultancy firm Boal & Co, puts the spotlight on RL360°’s regular savings product called Quantum.
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OPINION: Why investors are running out of new ideas
Call it symptomatic of the summer lull but, with so much debate centred on cost, genuine product innovation seems to have taken something of a back seat.
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ANALYSIS: Muddled inflation outlook fuels monster worries
Despite a mixed picture for inflation globally, investors remain content to err on the side of the central banks, but something has to give soon.
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How to avoid investment planning pitfalls
In the latest instalment of a focus on business transition principles, Mike Leeson takes a look at the pivotal role investment planning plays in helping to build a sustainable, centralised process.
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ANALYSIS: Is the golden opportunity still alive?
The first half of 2016 was the first time investment has been the largest component of gold demand for two consecutive quarters. Should this leave gold bugs feeling vindicated or afraid?
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UK insurers’ fortunes vary in investment industry first half
The half year numbers out from three of the UK’s largest insurance companies over the past few days illustrate the increasing importance of backing the right asset management horse.
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How to deal with film partnerships and disaster on holiday
The imaginary Warrington family face further wealth and succession planning issues in this, the third article by Edward Stone, partner at Irwin Mitchell Private Wealth.
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ANALYSIS: Falling discount rates – gain before the pain
The ultra-loose monetary policy pursued by central banks since the financial crisis has implied an unprecedented fall in discount rates, which has led to a massive front-loading of returns: not only for bonds, but also for equities. Does this mean you should take your profit now and sell?