Analysis

Profiles & Comment | analysis 21 Oct 13

JP Morgan Asset Management UK Funds business is taking its man out of Dubai as the company refocuses its fund distribution strategy, better serving clients across the globe through a holistic London-centric approach, head of UK funds Jasper Berens explains

North America | analysis 15 Oct 13

As US financial institutions become increasingly aware of FATCA and its implications, a growing number of them are urging Congress to think again, says David Kuenzi, of US-based Thun Financial Advisors

Profiles & Comment | analysis 15 Oct 13

Bestinvest is turning its attention overseas to broaden its range and the wealth manager’s biggest deal to date saw it recently link up with Infinity, which will act as the firm’s discretionary representative on Asian shores.

Profiles & Comment | analysis 8 Oct 13

Guardian Wealth Management's David Howell explores the two latest long term savings ideas from EFAMA and Alfi.

Profiles & Comment | analysis 2 Oct 13

An increasingly complex market environment means that today’s IFAs must be far more skilled than their predecessors if they are to truly work in their clients’ best interests. A structured training programme has become a vital tool in ensuring good long-term returns, as Mondial (Dubai) are discovering