Head of International Product and Marketing, Old Mutual International
Best Practice | 31 Oct 19
What part does currency choice play in your investment advice process?
Which currencies your clients’ portfolios are exposed to can have a significant impact on their investment returns. In this article, business expert, Karen Blatchford, considers why the impact of currency on the performance of a global portfolio over the long term should form an integral part of any initial investment decision.
Best Practice | 4 Jul 19
Increased transparency with the second phase of Isle of Man’s COB
Business expert Karen Blatchford provides answers to questions about the latest COB changes and what they mean for authorised insurers, advisers and customers.