FINDING A HOME WITH OPESFIDELIO

An adviser’s inside view of Europe’s most exclusive network.

Impact of Brexit on British Pensions Advice

For the last year we have been analysing the true impact of Brexit on British pensions’ advice within the European Union, and indeed questioned the orthodoxy of British pensions being transferred to Malta and Maltese Trustees for UK and European Union (EU) residents. Regulation, different country setups and double tax treaties all have to be […]

The two-year process to obtain MiFID licence laid bare

For any adviser or adviser firm considering applying for a MiFID (Markets in Financial Instruments Directive) licence in the European Economic Area (EEA), we have a precautionary tale of commitment which extends beyond mere costs.

How to prepare for a pivotal moment in markets

As the pandemic slowly recedes into the rearview mirror, a shift in central bank thinking is creating new challenges for investors. To navigate this fast-changing landscape, Brooks Macdonald’s international funds range draws on a proven investment process.

Private Client Consultancy’s Wealth Network System

How our bespoke portal is giving advisers more resources and clients more confidence

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