Influential European regulatory changes ahead for 2018
David Matthews, head of sales for Europe for Old Mutual Wealth, discusses upcoming regulatory changes, how these are impacting advisers and the type of solutions they are exploring.
David Matthews, head of sales for Europe for Old Mutual Wealth, discusses upcoming regulatory changes, how these are impacting advisers and the type of solutions they are exploring.
Rachael Griffin, head of trusts and technical solutions at Old Mutual Wealth, explains how technical expertise in the financial planning process is becoming increasing important, and shows how regulatory change can be an opportunity rather than a threat, helping advisers to demonstrate the value of advice to their clients.
Long-term savings for retirement is a well-established aspect of financial planning – but it is frequently an uphill battle to encourage individuals to take control of their future.
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Harnessing the strength of financial markets can be a powerful way of growing your wealth. But to do so, clients need to have the confidence to invest over the long term.
The Isle of Man insurance regulator, the Financial Services Authority (FSA), is soon to announce a new set of rules that will raise the bar on how international life business is conducted from the Isle of Man.
David Denton, Head of International Technical Sales at Old Mutual Wealth talks international markets, offshore bonds and the enduring need for financial planning.
Quilter Cheviot focuses primarily on structuring and managing bespoke discretionary portfolios for private clients, charities, trusts, pension funds and intermediaries.
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We are pleased to announce the official launch of our new product today.
The international markets are being impacted by considerable change. Providers and advisers alike are facing a new wave of challenges, from regulation to a more informed, demanding and mobile consumer.
After almost a decade of strong returns from most equity markets, 2018 will be remembered as the year investors came back down to earth with a bump.