Analysis

North America | analysis 5 Sep 13

The sizeable advice gap left by large institutions ditching their US clients is an even bigger opportunity, says Guardian WM’s David Howell.

Profiles & Comment | analysis 23 Aug 13

Focus, clarity and diligence ensure your clients make informed financial decisions and help you build a successful and long-lasting relationship with them, says Melanie Nutbeam, senior associate, HFS Asset Management

Profiles & Comment | analysis 23 Aug 13

Peter Drake, the founder of LM Investment Management, hits back at the Advisers Committee for Investors and other critics. Published here exclusively.

Profiles & Comment | analysis 19 Aug 13

Demand for sophisticated wealth management is on the rise in Asia, giving companies like Swiss Life Singapore a whole host of growth opportunities in the region, says the company’s chief executive Thomas Henze

Profiles & Comment | analysis 15 Aug 13

Jeremy Pearson, technical support manager of Canada Life, looks at how HMRC has resolved a key area of uncertainty in the realm of discounted gift trusts and says why it’s good news