Celebrating its first anniversary Smartfund 80% Protected does what it set out to do.
Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes.
As Old Mutual International’s head of region for Europe, David Matthews is well placed to offer insights on how the markets there are evolving in response to regulation and the impact on financial advisers.
Register for Fidelity Emerging Markets portfolio manager Nick Price’s live webcast.
Mark Christal, chief executive officer of Hong Kong for Old Mutual International, part of Old Mutual Wealth, on the shifting sands of Hong Kong’s regulatory landscape, its impact on all participants in financial services within the region, and the challenges facing product providers, advisers and end clients.
This video series from Old Mutual International looks at what Practice Management is, how to build a sustainable business and the stepping stones to help you get there. Video 1 looks at the main components of practice management and provides an example of how it has improved a business.
Hansard International has launched a new campaign which highlights how the company is engaging with brokers and offering modern, practical solutions for them and their clients.
Canaccord Genuity Wealth Management reveals the secrets of how they did it
The ‘smaller company paradox’ says that over the longer term, smaller company returns have outstripped those of their large-cap peers – but looking ahead this should be seen as a structural longer-term trend, not a short-term anomaly
UK investors have historically shunned offshore funds as being vehicles for tax avoidance, existing in an alternative regulatory regime, or simply for being unavailable – but today, all of that has changed.
Following the global financial crisis, interest rates and bond yields saw investors broaden their demand for income by increasingly turning to equities – yet these same investors are reticent to broaden their equity search beyond their domestic market.
The month of February proved to be a turning point for global equity markets. If there was a time to be investing in income focused strategies, we think now is that time.
Equity investors want to have their cake and eat it, demanding ever-more sophistication from an increasingly selective list of funds, which gives unconstrained investing greater prominence in their hunt for the best possible risk-adjusted returns.
The global universe of equity stocks was once thought to be too vast to research properly - but it is more easily accessible today.
Castlestone Management believes that a buy-write strategy focusing on large cap, developed market, dividend paying stocks should be the main focus within any portfolio. This strategy should help to provide stable and predictable income over the uncertainty of market returns in increasingly volatile times.
Multi-asset investing is a holistic approach to investment that balances risk with clients’ profiles. For banks and financial advisers, multi-asset investing has the potential to provide a simple, yet sophisticated solution for retail-level and affluent investors.
2015 has been a strong year in innovation for Zurich Global Life in the Middle East (Zurich). For Zurich, a big part of their strategy revolves around differentiation through superior customer service, and the use of technology as an enabler. As a result, they rolled out a series of market leading capabilities in 2015 aimed to empower the financial adviser and simplify the customer’s journey.
Isle of Man chief minister Allan Bell has questioned...
France, Germany and Italy are fighting against introducing...
Guernsey-based Louvre Fund Services and two of its...
The winners in International Adviser’s inaugural Best...
Advisers are losing business because they are failing...
As Old Mutual International’s head of region for Europe, David Matthews is well placed...