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Dan Roberts runs Fidelity’s Global Dividend Fund with a steady eye on the long view, he aims to deliver a low-stress investment experience for unitholders.
In the wake of launching Provisca, founders Bryan Low and Nigel Watson talk about the challenges facing the offshore market and how they cater to the financial services ‘trinity’ of product providers, IFAs and clients.
Panellists at International Adviser’s Fund Links Forum 2016 CEO roundtable explored the impact of consolidation, regulation and their plans for growth
Clients moving around Europe can take advantage of wealth insurance bonds but will need help dealing with the tax authorities, says Mike Foxall, marketing consultant for IWI.
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.
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.
As India's economic reforms gather pace, domestic share prices are set to see a boost, according to Vikas Shah, portfolio manager and Indian equities specialist at Emerise.
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.
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.
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.
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.
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.
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.
Kathryn Langridge talks about helming Manulife’s push to become the go-to retail asset manager for emerging market investing in Europe.
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.
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.
Global resources fund manager Benoit Gervais is adamant the commodities sector is about to be reignited but advises caution while recovery is nascent.
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.
Brooks Macdonald has been developing its proposition for international advisers for the past three years. Richard Hughes discusses how its consultative approach has led to the development of significant adviser partnerships across key jurisdictions.
Axa Wealth International on the Isle of Man has been...
The Portuguese government is looking at plans to introduce...
Merrill Lynch, one of the ‘big four’ investment banks...
After the acquisition of Axa Isle of Man paved the...
An annual property tax proposed last week by the Portuguese...