Best Practice

Best Practice | 10 Jan 18

How can international financial planners get the most out of technology and where exactly should the line be drawn?

Best Practice | 9 Jan 18

Paul Evans, head of sales for the Middle East and Africa at Old Mutual International, discusses the work his team is doing to support advisers dealing with changing regulation and client needs. He is finding increasing demand for new product solutions and outsourcing options to meet the needs of high net worth clients.

Best Practice | 9 Jan 18

Complications with trust arrangements can be eased by using a bond wrapper to hold any investment, according to Canada Life technical manager Neil Jones.

Best Practice | 8 Jan 18

The flood gates will open for so-called ‘hacktivists’ to attack the offshore industry if the law firm at the heart of the Paradise Papers loses its legal case against two UK publications, according to a leading lawyer.

Best Practice | 8 Jan 18

While the pace of change may differ between clients, for the future of ESG investments the only way is up. So, how at risk are the funds or wealth managers that do not manage to move to a full ESG-process across a client’s entire portfolio?