Best Practice | 12 Jul 18
Customer communication in the 21st century
Today’s investors are a savvy bunch. Long gone are the days of mailing out reams of identical reports and brochures to everyone on your list; 2018 supply chains are complex and require delicate handling, says Mitch Cornelia, director of lead supply solutions at Paragon Customer Communications.
The privacy risks of cross border investing
What can unite the UK and Russia, Saudi Arabia and Qatar and Pakistan and India? The answer, as all nerds know, is not football but tax, specifically the Common Reporting Standard (CRS), according to Irwin Mitchell Private Wealth partner Alex Ruffel and solicitor Luke Micallef-Trigona.
Fixed Income | 5 Jul 18
Combatting the inflation threat
Investors need to be focusing more attention on the potential for rising rates – both inflation and interest – and the implications for fixed income portfolios as global economic growth conditions continue to improve, says Neuberger Berman’s Jon Jonsson.
Lock-out risk for UK policyholders of EU life cos post Brexit
Life companies based in the EU counting on the UK dependent territories to help them to continue servicing existing UK policyholders need to think again, warns Acuity Consulting’s Simon Willoughby.
UK asset managers risk being shut out post-Brexit
If they don’t heed the stark warning from the European Commissions about the legal repercussions of Brexit, asset managers in the UK are at risk of being shut out of the European market, warns Brendan Adams, managing director, VAM Global Management Company.