Generali Worldwide debuts DFM move in Brooks Macdonald tie-up

Generali Worldwide has formed a partnership with Brooks Macdonald to offer advisers and their clients a discretionary fund management service to sit alongside its life product offering for the first time.

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.

Secure expat rights now, says top immigration lawyer

Expats should “bag” all the UK/EU rights available to them before the end of the current two-year Brexit negotiations, according to a senior immigration lawyer.

Celebs to sue in £100m tax avoidance scheme debacle

Football managers and celebrity investors are among those suing a £100m ($132m, €113m) avoidance scheme after it led to disastrous tax bills.

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.

Latest news