Hard work will reap rewards
With FATCA now a reality for millions of foreigners residing in the US and American expats abroad, laying the groundwork for an effective cross-border response has been essential.
Analysis
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Platform view – Be prepared
With financial crime at the forefront of many investors; worries when dealing with sensitive data online; the security of a platform is of huge concern while maintaining functionality, says Sarah Jouhal, managing director of Praemium International
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Reading between the lines
The lines between retail and institutional business have increasingly blurred over the years, so Franklin Templeton gives each country head the responsibility to set the strategic model thats most relevant to their country.
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A three thronged approach
Global investment bank Goldman Sachs is moving into the retail space, with its first offering being three multi-asset UCITS funds run by Katie Koch.
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How many times do you plan to get married
Asking a client how many times they plan to get married may not be the easiest way to build a rapport, but it should be on the agenda, according to Guardians David Howell.
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Open door policy Business strategies with Global
Referrals are the lifeblood of advisory businesses and adopting a front door approach is a recipe for good growth.
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Platform view – Be prepared
A sharper regulatory focus on holding client money means firms have to get to grips with complex and ever-changing rules, says Michael Rothwell, county manager for Pershing Channel Islands.
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Method Man
Investec global head of client group John Green devises strategies that focus on cash flow and stability, rather than chasing market froth, to deliver long-term income to clients.
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GAM s got it covered
GAM’s Graham Wainer explains that diversification and flexibility are essential to making waves within the fluid asset management business
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Cheese and pickle on brown please
Everyone knows bringing a packed lunch will save you money, but will it save you enough for retirement? Guardian Wealth Management’s David Howell takes a look
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A world of diversity
Managing the increasing complexity of providing a cross-jurisdiction platform service is both challenging and exciting.
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Blockbuster or Netflix
It’s not whether to change but when, says Axa Wealth Intl’s Simon Willoughby, as he takes a look at the more long term impact of the Retail Distribution Review.