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Placing Best Practice at the heart of your business in 2017

2 Feb 17

As another fascinating year for the financial services industry starts to unfold, we are delighted to announce the details of International Adviser’s Best Practice Adviser Awards 2017 in partnership with Old Mutual International, recognising financial advisers that are, or have made, the exciting leap towards best practice when advising expat/international clients.

As another fascinating year for the financial services industry starts to unfold, we are delighted to announce the details of International Adviser’s Best Practice Adviser Awards 2017 in partnership with Old Mutual International, recognising financial advisers that are, or have made, the exciting leap towards best practice when advising expat/international clients.

When we launched the Best Practice Awards for financial advisers last year we had a great response from advisers from across all the regions where we held the award ceremonies: Europe, Singapore, Hong Kong, South Africa & the Middle East.

The timing of our inaugural 2016 awards, championing high professional standards in key parts of the business, could not have been better.

There were waves of planned regulation of the financial services industry announced in such jurisdictions as the Isle of Man, South Africa and the UAE impacting advisers and providers alike in 2017 and beyond.

In other previously light touch jurisdictions, such as Hong Kong, bans on indemnity commission for investment-linked life products and a host of other regulations were already underway.

"Shout about your hard work in best practice."

 

 Learn from the advisers leading the way

The winners of the best adviser firm in each of the regions were Aisa International for Europe, Ascor independent Wealth Managers for South Africa, The Fry Group for both Hong Kong and Singapore, and AES International for the Middle East.

All these firms are already transforming and developing further their business models, with well-qualified advisers delivering high levels of financial planning for their clients.   

As Sam Instone, chief executive of AES International said on winning the overall award of Global Adviser of the year 2016: “We wholeheartedly support International Adviser’s focus on best practice, and believe those within the international financial marketplace who are committed to transparency and treating customers fairly will eventually succeed in ensuring focus is placed on lowering client fee, delivering better returns and ensuring better outcomes for all international investors.”

Prepare to shout about your hard work in best practice

This year’s Awards are now available to enter, go to our newly launched awards website to get lots of the insights you need to understand about the award categories, plus gain inspiration from the 2016 winners, including Globaleye’s Tim Searle and AES International’s Sam Instone, by watching a video where they explain what it means to get this accolade and tips on what implemented in their business to instil they best practice.

The first region Awards deadline is UK – 17 March.

 

Tags: Awards

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.