Specialist wealth manager Saunderson House used its valuation principles to place some bold bets in 2016 and, though the wait may have proved uncomfortable, the moves paid off, says investment director Chris Sexton.
Having avoided the high commission trap, Isle of Man-headquartered IOMA Group is well placed to thrive in the new world of fee disclosure and transparency, says managing director Chris Kenning.
The use of partial surrenders of offshore bonds can still make for a good tax-planning strategy, says Utmost’s Simon Martin, ahead of a restitution process set to be introduced by HM Revenue and Customs (HMRC) later this year.
Once the preserve of the left, anti-globalisation sentiment has crossed over to the mainstream. Is the populist swing away from globalism a blip, or something more permanent? And what will be the impact on investors?
Having uprooted and moved lock, stock and barrel from Sweden to Dublin in June 2015, SEB Life International’s managing director Peder Nateus has embraced both local high-contact sports and the life insurer’s focus on Europe.
Regulatory changes in the United Arab Emirates pose a challenge to existing business models for IFAs in the region but Sean Kelleher at Mondial is one step ahead, and after years of hard work in preparing his business for the new requirements, he is ready to reap the rewards.
After a year of political surprises, and more bumps in the road to come, Investec Wealth & Investment’s Chris Hill is gearing up his portfolios to take advantage of the inevitable market wobbles.
Opportunity knocks for financial advisers in 2017 as political, economic and regulatory turmoil leaves clients adrift in unknown territory and seeking advice, says Rachael Griffin, head of product law and financial planning at Old Mutual International.
Asset managers see global economic growth accelerating this year, extending an eight-year equity bull market beyond 2017. Fund buyers, however, are a little more guarded.
After a long period of relative underperformance, value stocks are finally catching up. Are they the most compelling investment opportunity for 2017?
Lombard International Assurance welcomes the increasing complexity in providing cross-border planning solutions for high net-worth families as it is their bread and butter, and one of the reasons the company has grown so successfully over the years.
After five consecutive years of material negative returns, commodity-related investments have enjoyed a strong rally so far this year, outperforming the broader equity and fixed income markets.
Old Mutual Wealth’s shock decision in February to buy AAM Advisory, the largest expat-focused IFA firm in Singapore, has in some ways felt like “having a tooth removed”, according to chief executive Matthew Dabbs.
Mike Webb talks about his mission to revitalise Rathbones’ unit trust business and the impact of the UK’s decision to leave the European Union
James Klempster says the three Momentum Factor multi-asset funds are more aligned to clients’ real-world outcomes than their traditional counterparts
Asian equities have rallied in the third quarter of the year with a strong performance from technology, but volatility is likely to remain
Baillie Gifford’s North America head says investors have persistently underestimated the strength of the US economy and continue to do so
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.
Asian equities have enjoyed a good rally in the third quarter of this year, with a strong performance from technology stocks, but volatility is likely to remain, says Lena Tsymbaluk, research analyst at Morningstar
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