The Foreign Account Tax Compliance Act (FATCA) has made waves in the upper reaches of the funds industry and caused concern to banks, custodians, insurance companies and trustees, but little news regarding its impact has yet spread to the wider world. Few ultimate clients of the international finance industry have yet heard of it.
JP Morgan Asset Management UK Funds business is taking its man out of Dubai as the company refocuses its fund distribution strategy, better serving clients across the globe through a holistic London-centric approach, head of UK funds Jasper Berens explains
As US financial institutions become increasingly aware of FATCA and its implications, a growing number of them are urging Congress to think again, says David Kuenzi, of US-based Thun Financial Advisors
Bestinvest is turning its attention overseas to broaden its range and the wealth manager’s biggest deal to date saw it recently link up with Infinity, which will act as the firm’s discretionary representative on Asian shores.
Guardian Wealth Management's David Howell explores the two latest long term savings ideas from EFAMA and Alfi.
An increasingly complex market environment means that today’s IFAs must be far more skilled than their predecessors if they are to truly work in their clients’ best interests. A structured training programme has become a vital tool in ensuring good long-term returns, as Mondial (Dubai) are discovering
Figures from the UK regulator show adviser numbers have increased post-RDR, but the pressure is on as the marketplace becomes more competitive.
The sizeable advice gap left by large institutions ditching their US clients is an even bigger opportunity, says Guardian WM’s David Howell.
Focus, clarity and diligence ensure your clients make informed financial decisions and help you build a successful and long-lasting relationship with them, says Melanie Nutbeam, senior associate, HFS Asset Management
Peter Drake, the founder of LM Investment Management, hits back at the Advisers Committee for Investors and other critics. Published here exclusively.
Demand for sophisticated wealth management is on the rise in Asia, giving companies like Swiss Life Singapore a whole host of growth opportunities in the region, says the company’s chief executive Thomas Henze
Jeremy Pearson, technical support manager of Canada Life, looks at how HMRC has resolved a key area of uncertainty in the realm of discounted gift trusts and says why it’s good news
