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Features
Features 6 Apr 18
Founder of giant EU adviser training body ‘undimmed’ by Brexit
The founder of the European Financial Planners Association, Josep Soler-Alberti, explains to International Adviser about his mission to educate.
Features 5 Apr 18
Sinister twist for expat finances
The portability of an expat’s financial affairs afforded by the digital revolution for the growing number of those living and working away from their domiciled residence comes with a sinister twist, says Nick Eatock, executive chairman of back office software provider Intelliflo.
Features 4 Apr 18
High net worth family planning using trusts
In this real-life case study, a high net worth family of mixed ethnicity faces complex issues around succession planning, inheritance tax and forced heirship.
Analysis 3 Apr 18
Case study insights into the UK’s new trust register
The UK’s new trust register is ringing in big changes for non-UK trustees and beneficiaries.
Features 26 Mar 18
Is your reputation at risk?
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
How the shift to ongoing commission impacts investment advice
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
Why high net worths are leaving the UK
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.
Features 16 Mar 18
Brexit threat to Gibraltar may trigger sector exodus to Spain
Brexit poses a significant threat to financial services in Gibraltar but re-domiciling to the Spanish side of the border could spare the sector.
Analysis 6 Mar 18
Look beyond headlines for value in the US
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.
Features 2 Mar 18
120 years and counting
As international financial adviser firm The Fry Group enjoys a landmark anniversary this year, incoming managing director Jeremy Woodley tells International Adviser how a new business adventure is on the agenda.
