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Profiles & Comment | profile 20 Aug 12

clear and transparent. We have a five-year spread charge, which is based on the original investment – so that is clear and transparent. We also have an AMC-style charge, which is clear and transparent. So I do not think that is the case for us as a business, or most of our competitors. [The charges] […]

Profiles & Comment | profile 20 Aug 12

With the implementation of the Retail Distribution Review, many financial institutions are having to adapt their approach to cope with the changes. Canada Lifes Andy Marks explains how his field-based team utilise their experience to bolster their estate planning proposition and reap dividends.

Profiles & Comment | profile 13 Aug 12

continental Europe within the next two years. “My first task is to get a firm hold of Geneva and then we will be able to develop the whole Globaleye system throughout Europe, and ultimately take that into the major capitals around Europe,” Pacitti adds. Whether Globaleye succeeds in its quest for Swiss dominance depends in […]

Profiles & Comment | profile 13 Aug 12

With a high concentration of multinational and financial services firms headquartered in Switzerland, expat advisers in the Alpine region are discovering a range of opportunities, writes Will Jackson.

Profiles & Comment | profile 7 Aug 12

uncertain about his tax position and residency.” Unified business Although Hopkins Consulting had functioned “perfectly well” as a joint venture tax consultant for Totus, “it has always been my intention to bring our joint ventures into mergers [eventually], where possible,” De Stefano says, explaining the thinking that led to last year’s merger. “Because it is […]