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Best Practice

Chris Hughton, Alan Curbishley, Dean Smith, Maureen Llewellyn, director, Kleinwort Hambros, Mouhammed Choukeir, chief investment officer, Kleinwort Hambros, Dave Bassett and Richard Bevan, chief executive, LMA

Best Practice | 1 Nov 17

How to advise a football manager

Football managers need trusted financial planners to navigate what can be lucrative but uncertain career paths, according Kleinwort Hambros’ Maureen Llewellyn.

Asia | 1 Nov 17

MitonOptimal on advisers using DFMs

Dissecting advice and portfolio management can resolve the cost, performance and regulatory issues IFAs are facing, Scott Campbell, managing director and chief investment officer of MitonOptimal, tells International Adviser.

Best Practice | 31 Oct 17

Five big factors in the £1.27bn UK wills, probate and trusts market

Fragmented and largely unregulated, the UK wills, probate and trusts market was worth £1.27bn last year, but this is set to grow, according to market research company IRN Research.

German regulator demands UK insurers’ Brexit plans

Best Practice | 31 Oct 17

German regulator demands UK insurers’ Brexit plans

Germany’s financial service regulator, BaFin, is well within its rights to contact UK-based insurers demanding they explain how they plan to handle a no-deal Brexit, says an insurance law expert.

Best Practice | 31 Oct 17

The best way to avoid the wrong type of client

The tricky area of client segmentation and why financial advisers need to do it is the focus for well-known industry figure Phil Billingham, in his second article looking at how firms can survive amid regulatory change.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

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.