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Profiles & Comment

i m a celebrity get me an adviser

Profiles & Comment | 17 Oct 13

i m a celebrity get me an adviser

Alexander Beard has for a long time drawn its client list from the movers and shakers of the UK’s music and entertainment scene. And as they have slowly migrated overseas, the company has extended its reach to keep pace.

us banking lobby urges congress to challenge

North America | 15 Oct 13

us banking lobby urges congress to challenge

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

from here to infinity asset allocator

Profiles & Comment | 15 Oct 13

from here to infinity asset allocator

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.

bangkok based infinity rides out thailand

Profiles & Comment | 14 Oct 13

bangkok based infinity rides out thailand

As a South East Asia-based financial adviser for the past nine years, many of them spent in Bangkok, Infinity Financial Solutions’ managing director Trevor Keidan is no stranger to Thailand’s political instability.

getting down to brass tacks

Profiles & Comment | 10 Oct 13

getting down to brass tacks

Part of Fidelity’s global investment team based in London, Adrian Brass manages the Fidelity Funds America Fund. While he accepts it’s easy to underperform the US market, he insists if you focus on the long term, outperformance can be achieved.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.