Profiles & Comment
Profiles & Comment | 14 Dec 11
embracing new territories
Investors Trust Assurance vice-president Ian Phillips explains how the company plans to expand its distribution and enhance its service.
Profiles & Comment | 14 Dec 11
gaining ground
Helen Burggraf explores the burgeoning of the Asia-based IFA, looking closely at trends developing in the relatively young market.
Profiles & Comment | 14 Dec 11
a persuasive offering
Simon Danaher meets Nathalie Dauriac-Stoebe, chief executive of highly successful start-up wealth manager, Signia Wealth.
Profiles & Comment | 13 Dec 11
the ldf versus the swiss agreement
Financial marketing consultant, Peter Carnell, warns advisers not to let their clients wait for the Swiss deal but to use the LDF to declare assets to HM Revenue & Customs.
Profiles & Comment | 8 Dec 11
mind the pensions gap
David Howell, chief executive of Guardian Wealth Management, argues the case for dealing head-on with the often messy business of expatriate clients multiple pensions.