Profiles & Comment | 20 Aug 12
estate of things to come
With the implementation of the Retail Distribution Review, many financial institutions are having to adapt their approach to cope with the changes. Canada Lifes Andy Marks explains how his field-based team utilise their experience to bolster their estate planning proposition and reap dividends.
Multi Media | 17 Aug 12
Sarah Lord’s claim that she is the most qualified financial adviser in the Gulf and which exams are most suitable for international work
Sarah Lord, Killik & Co’s wealth planning director for the Middle East, throws down a challenge for any financial adviser in the Gulf to come forward if they are more qualified than she is. As a fellow of the UK‘s Personal Finance Society and certified financial planner, with other specialist exams under her belt and […]
Multi Media | 17 Aug 12
Sarah Lord considers the perception abroad of too many cowboy advisers operating in Dubai and how she is upfront with clients about costs and remuneration
Sarah Lord explains what it is like to be based in Dubai, where there is no obligation for advisers to disclose commission, and the perception abroad of rather too many cowboy advisers offering inadequate advice to clients. UAE clients expect advice to be free but part of Sarah Lord’s education process with clients is to […]
Multi Media | 17 Aug 12
Sarah Lord discusses the implications of the new fund regulations in the UAE
The Emirates Securities and Commodities Authority (SCA) announced the long awaited changes to investment fund regulation in the UAE in July and Lord discusses the implications, even though much is still unclear about where the authorities in the Gulf are heading. She also highlights the interesting dynamic between Abu Dhabi and Dubai, concerns about cold […]
People Moves | 17 Aug 12
western asset adds to singapore team
Fixed income manager Western Asset, an affiliate of Legg Mason, has strengthened its Singapore-based team, with the appointment of four analysts and portfolio managers.