Multi Media
Multi Media | 17 Aug 12
Sarah Lord’s claim that she is the most qualified financial adviser in the Gulf and which exams are most suitable for international work
Sarah Lord, Killik & Co’s wealth planning director for the Middle East, throws down a challenge for any financial adviser in the Gulf to come forward if they are more qualified than she is. As a fellow of the UK‘s Personal Finance Society and certified financial planner, with other specialist exams under her belt and […]
Multi Media | 17 Aug 12
Sarah Lord considers the perception abroad of too many cowboy advisers operating in Dubai and how she is upfront with clients about costs and remuneration
Sarah Lord explains what it is like to be based in Dubai, where there is no obligation for advisers to disclose commission, and the perception abroad of rather too many cowboy advisers offering inadequate advice to clients. UAE clients expect advice to be free but part of Sarah Lord’s education process with clients is to […]
Multi Media | 17 Aug 12
Sarah Lord discusses the implications of the new fund regulations in the UAE
The Emirates Securities and Commodities Authority (SCA) announced the long awaited changes to investment fund regulation in the UAE in July and Lord discusses the implications, even though much is still unclear about where the authorities in the Gulf are heading. She also highlights the interesting dynamic between Abu Dhabi and Dubai, concerns about cold […]
Multi Media | 3 Aug 12
Why I don’t want American or Australian clients
Tony Shah explains why Christchurch will not have any American or Australian clients on its books. However, Shah says the company is interested in expanding into new markets, particularly the Far East, but says rather than trying to get licensed everywhere, it will do this through partnerships with established IFAs.
Multi Media | 3 Aug 12
Christchurch’s Tony Shah reveals his hourly fee and explains how he justifies a fee to a client
Christchurch Investment Management’s Tony Shah reveals how much he charges a client for his time and explains how the company has educated its clients about the benefits of moving to a fee-based structure. (For part 3, click here) Shah also discusses why the UK’s RDR is almost certain to have international ramifications and therefore why […]