Active versus passive performance and fund flows

Active versus passive performance and fund flows...

The numbers behind the worldwide trend in terms of active and passive fund flows are explained by Stephen Andrews, head of UK strategic partnerships at Aberdeen Standard Investments.

Published : 22, Sep 2017
How are financial advisers adapting to tougher regulations?

How are financial advisers adapting to tougher...

Some advisers may move their businesses to dodgy jurisdictions while others will have to meet a long list of new requirements, as the world ratchets up its regulatory hold on the financial services industry.

Published : 22, Sep 2017
Why demand for risk-targeted multi-asset funds may rise

Why demand for risk-targeted multi-asset funds...

Are risk-targeted multi-asset funds going to be as popular overseas as they have been in the UK?

Published : 21, Sep 2017
Life companies should engage more with legacy clients

Life companies should engage more with legacy...

International life companies could do more to protect their legacy business through actively engaging with these clients, says Philip Penrose, director and head of UK and international sales for Coram Asset Management.

Published : 20, Sep 2017
Practices in the UAE financial sector ‘no longer tolerated’

Practices in the UAE financial sector ‘no longer...

Some formerly tolerated business practices in the Middle East’s financial services sector are now subject to clearly set out restrictions, says William Wells, director of Middle East sales at Schroders.

Published : 20, Sep 2017
What level of income is achievable in 2017?

What level of income is achievable in 2017?

A target of 5% income is achievable, though challenging, says Kames product specialist Nick Edwardson.

Published : 19, Sep 2017
Finding value in the Australian equity market

Finding value in the Australian equity market

For a contrarian manager there is value in sectors facing cyclical headwinds in Australia like energy, oil and gas firms and materials companies, says Werner du Preez, national distribution manager at Allan Gray Australia

Published : 30, Jun 2017
Ashburton's Robinson sees supply tightening in oil market

Ashburton's Robinson sees supply tightening in...

Massive cuts in oil industry capital expenditure has set the stage for a drop in inventories over coming months, leading to upward price pressure in 2018, says Richard Robinson, investment manager, Ashburton Investments.

Published : 28, Jun 2017
Current global expansion may not last, says Newton's Mulhern

Current global expansion may not last, says Newton's...

The current steady expansion in the global economy may not last as central banks tighten policy around the world, says Brendan Mulhern, global strategist at Newton Investment Management, a BNY Mellon company.

Published : 28, Jun 2017
Where to find best value in emerging market debt under Trump

Where to find best value in emerging market debt...Lock icon

US president Trump’s trade and immigration policies are targeted at only three countries in the emerging market space which leaves more than enough investment opportunities for his portfolios, says Bryan Carter, head of emerging markets fixed income at BNP Paribas Investment Partners.

Published : 12, May 2017
A different breed of expat seeking international healthcare

A different breed of expat seeking international...

New types of internationally mobile people are fuelling demand for global healthcare benefits rather than the more traditional expat profile, according to Tom Winfield, Bupa Global head of intermediary relationships.

Published : 11, May 2017
How to earn up to £140,000 of tax savings by 2020

How to earn up to £140,000 of tax savings by 2020...Lock icon

Now that the start button for the phased introduction of the nil rate residential band has been pressed, John Haley, technical sales manager at Utmost Wealth Solutions, explains that there are “many holes to leap through” to achieve the biggest outcome.

Published : 10, May 2017
How the tricky ‘stay of execution’ for UK non-doms will unfold

How the tricky ‘stay of execution’ for UK non-doms...Lock icon

The UK new non-dom rules which were dramatically dropped from the government’s finance bill has left those who prepared for those changes “in a very difficult position”, says Paul Thompson, tax and estate planning consultant at Canada Life.

Published : 10, May 2017
How to get 7% returns using Schroders’ maximiser range

How to get 7% returns using Schroders’ maximiser...Lock icon

Amar Patel, a fund manager at Schroders, talks about the importance of value investing and how it can be used in retirement planning.

Published : 28, Apr 2017
Top challenges facing advisers in the UAE

Top challenges facing advisers in the UAELock icon

Advisers working in the Middle East can no longer afford to be a “one-trick pony”, says Phil Story, SEO and head of distribution for EMEA at Investors Trust Assurance, as he urges them to focus on “holistic financial planning” to boost their income stream.

Published : 27, Apr 2017
Zurich on how to become a millionaire by 65

Zurich on how to become a millionaire by 65Lock icon

Starting early with pension saving and using the benefits of compound interest is one of the best ways to ensure you become a millionaire by 65, says Amrita Sethi, head of marketing at Zurich International Life.

Published : 26, Apr 2017
How the Qrops levy will impact UAE pension planning

How the Qrops levy will impact UAE pension planning...Lock icon

Old Mutual Wealth’s David Denton talks about how the shock 25% Qrops charge imposed by the UK last month will affect retirement planning in the UAE.

Published : 24, Apr 2017
IVCM on why Australia is still a ‘huge market’ for Qrops

IVCM on why Australia is still a ‘huge market’...Lock icon

IVCM’s Cameron Law talks about how British expats retiring to Australia and New Zealand can still transfer their UK pensions into a qualifying recognised overseas pension schemes (Qrops) without incurring the UK's new 25% tax charge.

Published : 10, Apr 2017
Dubai advisers share challenges facing retirement planning

Dubai advisers share challenges facing retirement...Lock icon

From the new Qrops tax charge in the UK to the growing international mobility of clients, financial advisers in Dubai give their views on the challenges they face in helping clients plan for their retirement.

Published : 5, Apr 2017
Time to look again at Emerging Markets, says Invesco

Time to look again at Emerging Markets, says Invesco...

The prospect of steadily rising global growth and ongoing monetary policy support has set the stage for emerging markets to do well in 2017, says Julie Salsbery, senior client portfolio manager, multi sector fixed income at Invesco.

Published : 31, Mar 2017

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