Multi Media | 3 Aug 12
Why I don’t want American or Australian clients
Tony Shah explains why Christchurch will not have any American or Australian clients on its books. However, Shah says the company is interested in expanding into new markets, particularly the Far East, but says rather than trying to get licensed everywhere, it will do this through partnerships with established IFAs.
Multi Media | 3 Aug 12
Christchurch’s Tony Shah reveals his hourly fee and explains how he justifies a fee to a client
Christchurch Investment Management’s Tony Shah reveals how much he charges a client for his time and explains how the company has educated its clients about the benefits of moving to a fee-based structure. (For part 3, click here) Shah also discusses why the UK’s RDR is almost certain to have international ramifications and therefore why […]
Multi Media | 3 Aug 12
Segmenting clients to ensure the best proposition
Tony Shah, associate director of Christchurch Investment Management, discusses how the company segments its clients in order to provide the correct proposition for each of them, whether these are people planning to retire abroad or those who are internationally mobile. (For part 2, click here) Shah also tells International Adviser editor Mark Battersby, why the […]
stone simmonds acquire blevins franks
William Blevins and David Franks, founders of the international Blevins Franks financial advisory group, have sold their stakes in the business to a group of investors that includes key employees in the business as well as Lombard International founder John Stone, and Bluefin Advisory founder John Simmonds.
concept hires sovereigns shipman
Concept Group, the Guernsey-based QROPS and QNUPS provider, today revealed that it has hired Rob Shipman, the ex-managing director of a former QROPS rival, as it unveiled a new QNUPS in its Aurora pension products range.