deVere Group founder Nigel Green’s ambitious plans for 200 offices, and a current £1bn yearly inflow of new investments
Nigel Green describes his vision for the future of the business and he also identifies some of the key factors that he believes have contributed to deVere’s successful growth in different markets around the world.
The widening net – the global impact of the RDR – AES Int’l CEO Sam Instone says RDR is an investment in the future
The UK’s Retail Distribution Review will have a direct impact on AES Int’l as it is a UK-headquartered firm. However, Sam Instone believes international advisers can also learn much from it.
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.
No go areas in tax planning, unravelling complex schemes, and where a wealth manager draws the line
Find out where London & Capital’s Iain Tait draws on the line reducing the tax bill for London & Capital clients and the specific role that wealth managers can play in tax planning so as not to steal the thunder from accountants.
Killik & Co’s Sarah Lord discusses the implications of the new fund regulations in the UAE and argues for a more cohesive regulatory force
The Emirates Securities and Commodities Authority (SCA) announced the long awaited changes to investment fund regulation in the UAE in July and Sarah Lord discusses the implications, even though much is still unclear about where the authorities in the Gulf are heading.
