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Profiles & Comment

who wears the trousers

Profiles & Comment | 19 Feb 13

who wears the trousers

Women are becoming a dominant force in the business world and are creating wealth for others and themselves. Guardian WM’s David Howell asks whether advisers are geared up to tap into this potentially huge client base.

paying close attention life trends legal general

Profiles & Comment | 14 Feb 13

paying close attention life trends legal general

Legal & General International Ireland's head of sales Jon Tucker explains the benefits of a holistic approach, where flexibility and listening to feedback are major keys to success.

navigating minefield of alt investments

Profiles & Comment | 13 Feb 13

navigating minefield of alt investments

The offshore investment environment can at times be a minefield to pick investments from given that a lot of jurisdictions outside the US and UK lack regulation, making it easier for those operating in such regions to bend their investment mandates to allow for activity that goes against what they promote to advisers and that is not in the best interest of investors.

finding a qrops that fits

Profiles & Comment | 11 Feb 13

finding a qrops that fits

The overhaul of the QROPS legislation last year substantially changed the landscape of the industry. Here Rex Cowley, principal of Newdawn Consultancy, explains what you should look for in a QROPS and how the jurisdictions differ.

giving clients what they need

Profiles & Comment | 6 Feb 13

giving clients what they need

In order to provide a really first rate service, it is crucial to make sure that your clients’ needs come before their wants. Prosperity CEO Andrew Cole discusses the philosophy behind his UAE-based advisory company and the need to be ruthless if you are to succeed

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.