How to negotiate complex tax issues for US expats

How to negotiate complex tax issues for US expats...

Brussels-based Brian Dunhill gives important insights into how he provides the most effective advice to his US expat clients.

Published : 29, Sep 2017
Why the tech sector keeps on giving

Why the tech sector keeps on givingLock icon

Technology shares worldwide had a roaring first half of 2017, but questions are now being asked about the outlook as concerns grow over the prospects for some of the sector’s biggest names.

Published : 14, Aug 2017
Zurich's future plans in the Middle East as regulations bite

Zurich's future plans in the Middle East as regulations...Lock icon

A 23-year Zurich veteran, Walter Jopp has travelled around the world during his tenure. With roles in the UK, two stints in the US, Hong Kong and now Dubai, he has pretty much seen it all. Jopp talks to International Adviser about the raft of new regulation sweeping through the UAE and how the life company is busy preparing for the future.

Published : 10, Aug 2017
Striving for diversity and equality in financial services

Striving for diversity and equality in financial...Lock icon

“You can’t be what you can’t see” is the opening gambit for Jocelyn Wright’s campaign to bring more women and ethnic minorities into the financial planning sector.

Published : 8, Aug 2017
Building a £1bn funds business

Building a £1bn funds businessLock icon

Graham Bentley, a non-executive director at Marlborough International, talks about active investing, Brexit and the company's plans for building a £1bn (€1.12bn, $1.32bn) business.

Published : 2, Aug 2017
Irish Life IM breaks into new markets in international push

Irish Life IM breaks into new markets in international...Lock icon

Irish Life Investment Managers is breaking into new international markets, says Sandra Rockett, who joined the company in a newly created role as director of international business.

Published : 11, Jul 2017
Emirates NBD Asset Management making an international push

Emirates NBD Asset Management making an international...Lock icon

The asset management arm of Emirates NBD Bank is making a push into the international market now that its Ucits umbrella has hit the all-important three-year mark, senior executive officer Salman Bajwa tells International Adviser.

Published : 26, Jun 2017
Science beats psychology in advice, says S Africa’s PCH

Science beats psychology in advice, says S Africa’s...Lock icon

With South African clients focused on overseas investment opportunities, local wealth manager Private Client Holdings (PCH) uses investment science rather than psychometric testing to advise clients.

Published : 12, Jun 2017
The enduring legacy of Franklin Templeton's Mark Mobius

The enduring legacy of Franklin Templeton's Mark...Lock icon

Mark Mobius, AKA Mr Emerging Markets, announced earlier this year that he will be stepping back from the day-to-day management of several high-profile funds at Franklin Templeton Emerging Markets Group but says he plans to keep working to the end.

Spain upholds jail sentence against Lional Messi

Spain upholds jail sentence against Lional Messi...

Spain’s Supreme Court has upheld a 21-month jail term handed down last year to Barcelona football player Lionel Messi and his father, although the pair are unlikely to go to prison.

Published : 25, May 2017
India's return to favour as an investment destination

India's return to favour as an investment destination...Lock icon

Domestic reforms and global growth are opening India back up as an investor hotspot and Neptune India Fund manager Kunal Desai believes this is India’s new dawn and the recovery of its corporate earnings is just the beginning.

Published : 16, May 2017
Dwindling expat packages make health insurance critical

Dwindling expat packages make health insurance...Lock icon

The demise of the all-inclusive expat package is forcing the globally mobile to secure their own healthcare, with demand for health insurance expected to grow steadily as the number of people working outside their home country is set to double over the next decade.

Published : 12, May 2017
Aberdeen and Standard Life merger: An insider's view

Aberdeen and Standard Life merger: An insider's...Lock icon

Campbell Fleming, global head of distribution at Aberdeen Asset Management, talks mergers, scale, fees and the future of the combined Aberdeen/Standard Life business.

Published : 3, May 2017
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
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
Why T Rowe Price is significantly underweight in China

Why T Rowe Price is significantly underweight...Lock icon

With improved conditions in emerging markets set to continue, economic growth in the sector is poised to accelerate, says Gonzalo Pangaro, lead fund manager of T Rowe Price’s Emerging Markets Equity Fund.

Published : 23, Mar 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.

Aiming to replicate the success of Samsung

Aiming to replicate the success of SamsungLock icon

Korean asset manager Mirae has expanded across Asia, established itself in Europe and continues to grow. Jung Ho Rhee explains how the firm capitalises on a special understanding of key consumer trends in developing markets.

Published : 17, Mar 2017

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