Products
Old Mutual Wealth resumes TVAS report service with £150 charge
Old Mutual Wealth (OMW) is relaunching it transfer value analysis service (Tvas), a month after it was suspended following changes to the UK regulator’s rules concerning pension transfers.
High net worth insurance market heats up
Insurer Berkeley Alexander has rolled out enhanced coverage for wealthy clients, while a competitor has launched a travel product aimed at the rich.
Giving portfolio bonds the personal touch
Personalised portfolio bonds (PPBs) are tailor-made for expats moving from country to country, providing them with a wide range of investments and juicy tax breaks, says Chris Lean, chartered financial planner at Aisa International.
Dubai advisers talk multi asset investing
Delegates at Dubai Multi Asset Masterclass 2018 reflect on why this type of product meet so many modern client needs.
Multi Media | 25 Apr 18
Schroders’ Carrell on surprising emerging market opportunities
Given the exciting growth stories in emerging markets, Schroders’ multi-asset fund manager Dorian Carrell explains what makes a good opportunity.