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Profiles & Comment

embracing new territories

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.

gaining ground

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.

a persuasive offering

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.

the ldf versus the swiss agreement

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.

mind the pensions gap

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.

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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.