Multi Media
Multi Media | 3 Aug 12
Segmenting clients to ensure the best proposition
Tony Shah, associate director of Christchurch Investment Management, discusses how the company segments its clients in order to provide the correct proposition for each of them, whether these are people planning to retire abroad or those who are internationally mobile. (For part 2, click here) Shah also tells International Adviser editor Mark Battersby, why the […]
Multi Media | 16 Jul 12
The special requirements of US citizens and a more relevant act than FATCA
Iain comments on how London & Capital specialises in ensuring that US citizens are compliant with the US authorities, in contrast to the many other advisers who do not want to know. He also give an insight into why FATCA is a misnomer and another act has more relevance.
Multi Media | 16 Jul 12
No go areas in tax planning, unravelling complex schemes, and where a wealth manager draws the line
Find out where Iain draws on the line reducing the tax bill for London & Capital clients and the specific role that wealth managers can play in tax planning so as not to steal the thunder from accountants. Iain is a huge fan of keeping advice simple and he highlights how he sometimes has to […]
Multi Media | 16 Jul 12
A reputation for looking after international clients and the journey to building $3bn under management
Iain Tait, head of private clients and partner at independent wealth manager London and Capital explains how the business acquired a reputation from its early days for dealing with international clients, many of whom are South African and American citizens. Iain also outlines the meandering journey that has led to London and Capital building a […]
Multi Media | 28 May 12
Past, present and future – UK double glazing salesmen who easily become financial advisers abroad, and expansion in the Middle East
Aidan characterises overseas jurisdictions as 20 years behind the UK and that what really got under his skin was the poor quality of pensions advice in Asia, such as two sides of A4 for a complex pension transfer case. Looking ahead, Aidan has the Middle East on The Fry Group’s business agenda and a fully […]