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AES International

Portugal a ‘dark horse’ for IFAs but avoid France

Best Practice | 3 May 17

Portugal a ‘dark horse’ for IFAs but avoid France

Advisers looking to set up in Europe should avoid France and consider Portugal, a panel of industry experts said at International Adviser’s London event on Wednesday.

CII qualifications ‘no use’ in international financial planning

Middle East | 3 May 17

CII qualifications ‘no use’ in international financial planning

International qualifications from the Chartered Insurance Institute (CII) are “no use to anyone” providing financial planning in overseas jurisdictions, according to Sarah Lord, one of the most highly qualified female financial planners in the UK.

Challenging the status quo of an ‘outdated industry’

Best Practice | 28 Feb 17

Challenging the status quo of an ‘outdated industry’

As independent chartered financial planners and an Investors in People ‘champion’ firm, we aim to defy traditional approaches within the cross border financial marketplace, says Sam Instone, chief executive of AES International.

Global best practice adviser firm of the year 2016 revealed

Best Practice | 6 Dec 16

Global best practice adviser firm of the year 2016 revealed

We are delighted to announce as we come to the end of 2016 that the overall winner of International Adviser’s inaugural Best Practice Adviser Awards is…

Companies | 27 Oct 16

Why advisers are shutting up shop in Dubai’s free zone

Rising rents in the Dubai International Finance Centre (DIFC) and the cost of regulatory compliance maybe to blame for the sudden spate of departures from the free zone by three financial service providers.

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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.