Defensive strategies for a world in a mess

Defensive strategies for a world in a mess

Tilney Bestinvest’s Gareth Lewis advocates a cautious approach in the wake of Brexit and the continuing low interest rates and quantitative easing climate, with investment in gold proving a successful option.

Published : 21, Sep 2016
Hong Kong adviser aims to triple client base within a year

Hong Kong adviser aims to triple client base within...

Chief executive Phil Neilson talks about starting Just Service HK from scratch, the future of fintech and ambitions to triple his client base from 500 to 1,500 over the next 12 months.

Published : 21, Sep 2016
Why Asia is now more immune to slowdowns elsewhere

Why Asia is now more immune to slowdowns elsewhere...

The slowdown in China is making returns on investments in Asia more appealing, says Jupiter Asset Management’s Jason Pidcock, who has seen the rise in demand across the region make it more immune to issues in other parts of the world.

Published : 16, Sep 2016
Kames Capital on doing business after Brexit

Kames Capital on doing business after Brexit

Kames Capital’s Steve Kenny discusses the importance of Dublin in the wake of the UK’s vote for independence, the varying appetites for risk across European markets and the importance of putting cash to work.

Published : 14, Sep 2016
Hansard Global: an unusual life company

Hansard Global: an unusual life company

Group chief executive Gordon Marr explains what makes Hansard Global unusual, how its new strategy is developing and the life firm’s plans for the future.

Published : 14, Sep 2016
Wealth manager profile: Quilter Cheviot's David Loudon

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

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
Fund manager profile: Manulife AM's Kathryn Langridge

Fund manager profile: Manulife AM's Kathryn Langridge...

Kathryn Langridge talks about helming Manulife’s push to become the go-to retail asset manager for emerging market investing in Europe.

SJP’s Ralph on acquisitions, opportunities and vertical challenges

SJP’s Ralph on acquisitions, opportunities and...

Fresh from an acquisition spree in the UK, wealth manager St James’s Place is taking its pioneering business model east in its next phase of growth.

Disruptive technologies make the expat world a smaller place

Disruptive technologies make the expat world a...

Atlas Wealth Management has made innovative use of disruptive technologies such as social media to ‘make the world a smaller place’ for an expat client base that spans more than 18 countries.

Published : 3, Aug 2016
Commodities reigniting, but buyer beware

Commodities reigniting, but buyer beware

Global resources fund manager Benoit Gervais is adamant the commodities sector is about to be reignited but advises caution while recovery is nascent.

Published : 18, Jul 2016
Alpine living and the success of Blackden Financial

Alpine living and the success of Blackden Financial...

Blackden Financial’s Christopher Marriot discusses the challenges posed by running a UK-style financial advice business in Switzerland, and the benefits of the expat life.

Published : 8, Jul 2016
Why the future of Japan’s economy depends on the yen

Why the future of Japan’s economy depends on the...

Japan’s economy has waned slowly, which is why government action has not been dramatic but with Abenomics in full swing, Schroders’ Andrew Rose explains why the future depends on the yen’s performance.

Published : 21, Jun 2016
Hermes's Harriet Steel on five-year plans and Asian growth

Hermes's Harriet Steel on five-year plans and...

Hermes Investment Management’s global head of business development joined the company in 2011 and immediately set about transforming how the business was perceived, rejuvenating its fortunes in the process.

Published : 20, Jun 2016
Life industry transformation just beginning, says Ailo's Pain

Life industry transformation just beginning, says...

As the Association of International Life Offices (Ailo) prepares to celebrate its 30th anniversary, chairman Bob Pain talks about the trade body’s development, how it is embracing technology, and the headlines driving transparency.

Published : 14, Jun 2016
African dream: a profile of Carrick Wealth

African dream: a profile of Carrick Wealth

Craig Featherby’s start-up, Carrick Wealth, has hit the ground running, benefiting from South Africa’s burgeoning offshore funds market. He shares his inside view on the country’s current economic troubles.

Published : 7, Jun 2016
EFG Hermes: Beyond the horizon

EFG Hermes: Beyond the horizon

Amr Seif is head of asset management at EFG Hermes, a firm that has traditionally focused its expertise on the Middle East and North Africa, but is now expanding into other territories.

Published : 23, May 2016
David Howell: Guardian Wealth Management’s accidental adviser

David Howell: Guardian Wealth Management’s accidental...

GWM’s David Howell talks about his firm’s expansion plans, alphabet soup, and the unintended consequences of RDR on the UK advice market.

Published : 6, May 2016
Generali and the post-merger plan

Generali and the post-merger plan

For the first time since the December 2015 merger with Generali International, Generali Worldwide’s Nick Griffin outlines the global family’s strategy and future plans.

Published : 3, May 2016
Fund distributor: The state of independence

Fund distributor: The state of independence

Neuberger Berman’s Dik van Lomwel shares his views on the company’s local-to-local distribution strategy, life after Lehman Brothers and how the New York-headquartered firm’s clients will define its future.

Published : 15, Apr 2016
Dubai regulator fines insurer for sales outside permitted zone
Dubai regulator fines...

The Dubai Financial Services Authority (DFSA) has cracked...

Australia's Westpac to remove sales incentives for staff
Australia's Westpac to...

One of Australia's big four banks, Westpac Banking...

Australian stockbroker took financial ‘advice’ from psychic
Australian stockbroker...

The head of a failed Australian stockbroking firm,...

Australian regulator ends legal case against two LM directors
Australian regulator...

The Australian corporate regulator has abandoned a...

Novia Global expands into Middle East, teams up with PWS
Novia Global expands...

Novia Global, the international platform arm of UK-based...

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