Appearances can be deceiving, and this is as true for investment opportunities as it is for people. As MBG Int'l managing partner Paul Gambles explains in the second part of his series, there are certain clues that the shrewd investor knows to look out for, when seeking to avoid investment models that could be in…
Charles 'Pops' Ponzi may have died more than sixty years ago, but the DNA of his investment strategy evidently lives on, says MBG Int'l managing partner Paul Gambles, in the first of a three-part series on the importance of scrutinising one's investment models.
Making a recommendation should consist of more than "what" and in providing more an adviser can protect himself from possible future litigation says Square Mile Financial Services’ Chris Lean.
In the extract below from his post Budget analysis, Jersey Finance chief executive Geoff Cook sets out his view on the issues that will affect the island’s future as the tax clampdown moves up a gear.
Gerry Brown, technical manager of Prudential, says in years to come, George Osborne's 2013 Budget might come to be regarded as one of the most memorable Budgets – at least from an "offshore" perspective.
Just a few days now until the UK budget on the 20th March. Certainly a big day for the Chancellor given triple dip fears, loss of that topflight credit rating, and falling tax receipts putting the deficit reduction plan at risk.
Friends Life International CEO John Van Der Wielen talks about his shake-up of the organisational structure of the business, diversification of staff to better address global markets and what he is doing to tackle the high commission culture in overseas life sales.
International finance centres are changing to meet the needs of an increasingly ‘tax conscious’ world. Guardian WM’s David Howell suggests the challenge for advisers will be to keep ahead of the game.
Cyprus is keen to improve its financial services industry, says Tony Pentland, head of business development, 3D Global Financial Services.
The UK tax authority's 'new' strategy of naming and shaming tax avoiders has historical precedents, Jersey Finance chief executive Geoff Cook observes
Chris Lean, a consultant at Prague-based Square Mile Financial Services, considers the importance of liquidity when advising on self-invested personal pensions and even QROPS
Women are becoming a dominant force in the business world and are creating wealth for others and themselves. Guardian WM’s David Howell asks whether advisers are geared up to tap into this potentially huge client base.
