Features

Best Practice | features 26 Mar 18

Managing client complaints that could put a firm’s good name on the line must be at the heart of a standard planning process.

Best Practice | features 23 Mar 18

In any service industry, the question of ‘when?’ can be just as important as ‘how much?’ when it comes to remuneration, explains Danny Knight, director at Old Mutual Wealth Multi-Asset.

Best Practice | features 22 Mar 18

The UK has lost its reputation as a top destination among high net worth individuals, who have been left disenchanted by the direction of government policy, prompting an outflow to more attractive jurisdictions.

Europe | features 16 Mar 18

Brexit poses a significant threat to financial services in Gibraltar but re-domiciling to the Spanish side of the border could spare the sector.

Best Practice | features 6 Mar 18

Investors must look beyond high valuations in the US market and search for opportunities at the sector, size and style level, according to Morningstar UK chief investment officer Dan Kemp.