Best Practice

Africa | 7 Jun 16

Craig Featherby’s start-up, Carrick Wealth, has hit the ground running, benefiting from South Africa’s burgeoning offshore funds market. He shares his inside view on the country’s current economic troubles.

Best Practice | 6 Jun 16

“Dave, this conversation can serve no purpose anymore. Goodbye.” Those immortal words from Hal, the computer in Stanley Kubrick’s film ‘2001: A Space Odyssey’ had massive ramifications for the spaceship’s crew member and could be a portend (albeit fictional) for the way robo-advice may be taking us.

Asia | 5 Jun 16

Independent financial advisers in Hong Kong have spent much of May coming to terms with further substantial changes to the region’s previously light touch regulatory regime.

Best Practice | 2 Jun 16

Europe is at the forefront of a longevity revolution that will be one of the most disruptive trends in wealth management over the coming years, says Bryan Low, director, Acuity Consultants.

Best Practice | 2 Jun 16

The growth in financial advisers choosing to outsource investment services to discretionary fund managers increasingly begs the question ‘what are they actually charging for?’