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Canaccord on bolstering its presence on the Isle of Man

Canaccord on bolstering its presence on the Isle...Lock icon

The acquisition of Duncan Lawrie’s Isle of Man business, which has bolstered Canaccord Genuity’s presence on the island, and its ability to create bespoke personal relationships with clients is helping the specialist wealth management firm stand out from its peers, Dermot Hamill told International Adviser.

Published : 20, Apr 2017
Perfect Storm: UAE advisers must adapt to regulatory truth

Perfect Storm: UAE advisers must adapt to regulatory...Lock icon

The scale of regulatory change facing advisers in the Middle East will force major changes on the advisory industry and survival will require the interests of customer, distributor and provider to become more aligned, argues David Thompson of FPI.

Digging deeper into the rise of ESG investing

Digging deeper into the rise of ESG investingLock icon

ESG is making waves among socially responsible investors but, with some confusion as to the exact definition, Bruce Jenkyn-Jones of Impax says it is about giving a helping hand to companies making a positive change for good

Published : 11, Apr 2017
OMI’s Kenny on the high net worth ‘sweet spot’

OMI’s Kenny on the high net worth ‘sweet spot’...Lock icon

Peter Kenny of Old Mutual International talks to International Adviser about the Isle of Man-based life company’s move into the high net-worth arena and the challenges and opportunities to come.

Published : 10, Apr 2017
From shock to success: building The Fry Group’s reputation

From shock to success: building The Fry Group’s...Lock icon

James Sutton and David Pugh left the UK in search of fresh challenges in Asia. They discovered a marked difference in the quality of financial advice being offered there and set about ensuring The Fry Group raised the standard.

Published : 3, Apr 2017
Phoenix Group on growing and consolidating its brood

Phoenix Group on growing and consolidating its...Lock icon

Having bought Axa Wealth and Abbey Life in 2016, Phoenix Life chief executive Andy Moss tells International Adviser about the group's consolidation history and how it brings all of its new business on board.

Bringing Spain’s financial advice up to Speed

Bringing Spain’s financial advice up to SpeedLock icon

Andrea Speed is leading by example in trying to improve the quality of advice and industry practice in Spain.

Published : 6, Mar 2017
European earnings growth set to drive equities in 2017

European earnings growth set to drive equities...

European corporate earnings are on course to post one of their best years since the financial crisis, says Mark Denham, the new manager of the Carmignac Grande Europe Fund.

Published : 23, Feb 2017
Ascor on leading the way ahead of South Africa's RDR

Ascor on leading the way ahead of South Africa's...Lock icon

Advisory firm Ascor has rewritten the rule book for financial advisers in South Africa, adopting a best-practice approach years ahead of the country’s imminent regulatory changes. Its co-founders believe the industry is taking great leaps forward, ensuring a more professional and client-focused future

Published : 13, Feb 2017
Why life insurance wrappers still benefit expats in the UAE

Why life insurance wrappers still benefit expats...Lock icon

The benefits of life insurance wrappers still outweigh direct investment in funds for expatriate customers in the UAE despite the significant regulatory change underway, says Philip Cernik of Friends Provident International.

Talib Sheikh on the bespoke nature of JPM AM’s income fund

Talib Sheikh on the bespoke nature of JPM AM’s...

The co-managers behind JP Morgan Asset Management’s flagship Global Income Fund build customised, income-orientated ‘sleeves’ with the aim of delivering an attractive yield and capital appreciation to boot.

Trump victory shines light on infrastructure

Trump victory shines light on infrastructureLock icon

Donald Trump’s surprise victory in the US presidential election has moved infrastructure investment to the top of the agenda in Washington. But should investors follow suit?

Published : 5, Dec 2016
Cerno Capital's James Spence on his Asian adventure

Cerno Capital's James Spence on his Asian adventure...

With a mistrust of global macro managers and concerns over an economic cycle ‘de-fanged’ by central banks, Cerno’s co-founder is drawing on his ‘apprenticeship’ in Asia to inform his current investment choices.

Published : 17, Nov 2016
Forth Capital's Tracy on why it was time to leave Dubai

Forth Capital's Tracy on why it was time to leave...Lock icon

Forth Capital founder and chief executive Tom Tracy explains the firm’s departure from Dubai and its plans to pivot towards its most profitable and new markets.

Published : 17, Nov 2016
Don’t underestimate the US growth engine – Slater

Don’t underestimate the US growth engine – Slater...

Baillie Gifford’s North America head says investors have persistently underestimated the strength of the US economy and continue to do so

Published : 14, Nov 2016
Legg Mason’s Bauman on the US growth fund for risk-lovers

Legg Mason’s Bauman on the US growth fund for...Lock icon

Legg Mason’s Evan Bauman talks about letting value dictate his contrarian approach to co-managing the US Aggressive Growth Fund and the importance of hand holding.

Published : 8, Nov 2016
Int’l life CEOs on consolidation and full disclosure

Int’l life CEOs on consolidation and full disclosure...Lock icon

Panellists at International Adviser’s Fund Links Forum 2016 CEO roundtable explored the impact of consolidation, regulation and their plans for growth

Published : 13, Oct 2016
The benefits of feel good funds

The benefits of feel good fundsLock icon

One of the most experienced SRI investors in the UK picks out water, executive pay and speed of information as big issues impacting her funds today.

Published : 7, Oct 2016
Mercer Jelf's Grant Hughes on being the ultimate talent spotter

Mercer Jelf's Grant Hughes on being the ultimate...Lock icon

Corporate financial advice veteran Grant Hughes talks about launching Mercer Jelf Financial Planning, the importance of professional development and how the industry must do more attract the next generation of adviser.

Published : 4, Oct 2016
Wealth manager profile: Quilter Cheviot's David Loudon

Wealth manager profile: Quilter Cheviot's David...Lock icon

A self-confessed equities man, David Loudon is relishing his new role as chief executive officer at Quilter Cheviot, and has great expectations for wealth managers as the consolidation wave crests.

Published : 9, Sep 2016

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DeVere denies ‘unfounded claims’ it uses prohibited funds in SA
DeVere denies ‘unfounded...Lock icon

International advisory firm deVere has denied claims...

French presidential candidate wants a 100% tax on the rich
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Jean-Luc Melenchon, a far-left candidate backed by...

HMRC loses Sipp case over pension liberation charges
HMRC loses Sipp case...Lock icon

A UK court has ruled that Sipp scheme operator Sippchoice...

American states ‘thriving’ in Panama Papers fallout
American states ‘thriving’...

US states including Delaware and Nevada are bucking...

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