The cost of entry into international markets is prohibitively high so this in part explains the rise in the use of technology, with platforms slowly providing more than traditional single-country capabilities.
However, a platform is just one part of a true wealth management proposition, according to Brendan Dolan, who is not only the regional director, Middle East and Africa at Old Mutual International but also a Brit who has been living offshore for the past 15 years.
Here he talks through the links that bind an international/offshore client and their tax, estate and financial planning requirements that are in turn linked to a quality investment proposition that is itself linked to their individual risk profile.
And international life companies do not offer everything…
