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Best Practice | profile 6 Nov 17
Why this Dubai firm is already disclosing commission
Financial planning firm Abacus Financial Consultants has started disclosing commission on certain products, ahead of rules that the UAE regulators are expected to introduce to require advisers to do so.
Best Practice | profile 29 Sep 17
How to negotiate complex tax issues for US expats
Brussels-based Brian Dunhill gives important insights into how he provides the most effective advice to his US expat clients.
Profile 13 Aug 17
Why the tech sector keeps on giving
Technology shares worldwide had a roaring first half of 2017, but questions are now being asked about the outlook as concerns grow over the prospects for some of the sector’s biggest names.
Profile 9 Aug 17
Zurich’s future plans in the Middle East as regulations bite
A 23-year Zurich veteran, Walter Jopp has travelled around the world during his tenure. With roles in the UK, two stints in the US, Hong Kong and now Dubai, he has pretty much seen it all. Jopp talks to International Adviser about the raft of new regulation sweeping through the UAE and how the life company is busy preparing for the future.
Profile 8 Aug 17
Striving for diversity and equality in financial services
“You can’t be what you can’t see” is the opening gambit for Jocelyn Wright’s campaign to bring more women and ethnic minorities into the financial planning sector.
Profile 1 Aug 17
Building a £1bn funds business
Graham Bentley, a non-executive director at Marlborough International, talks about active investing, Brexit and the company’s plans for building a £1bn (€1.12bn, $1.32bn) business.
Profile 11 Jul 17
Irish Life IM breaks into new markets in international push
Irish Life Investment Managers is breaking into new international markets, says Sandra Rockett, who joined the company in a newly created role as director of international business.
Profile 26 Jun 17
Emirates NBD Asset Management making an international push
The asset management arm of Emirates NBD Bank is making a push into the international market now that its Ucits umbrella has hit the all-important three-year mark, senior executive officer Salman Bajwa tells International Adviser.
Profile 12 Jun 17
Science beats psychology in advice, says S Africa’s PCH
With South African clients focused on overseas investment opportunities, local wealth manager Private Client Holdings (PCH) uses investment science rather than psychometric testing to advise clients.
Profile 2 Jun 17
The enduring legacy of Franklin Templeton’s Mark Mobius
Mark Mobius, AKA Mr Emerging Markets, announced earlier this year that he will be stepping back from the day-to-day management of several high-profile funds at Franklin Templeton Emerging Markets Group but says he plans to keep working to the end.
