contents
ANALYSIS
PROFILES
Intermediary profile:
Christchurch
Investment
Management
In just over two years,
27-28
Christchurch Investment
Management has created an
international operation from
scratch, taking on offshore
veteran Tony Shah to head the
new division. Helen Burggraf
meets him and director Anthony
Walters to learn more about the
Fund selector: Cross-border focus:
UK equities 17-20 The UK life market
The past 12 months have been a
23-24
rollercoaster ride for UK equities,
not to mention stock markets
everywhere. Here we look at
the newest, largest and best
performing UK equity funds over
the past year and three years.
Peter Toogood, investment
services director for OBSR,
provides his take on the funds
that make up the performance
tables, as well as providing a
broader analysis of the drivers
and detractors of performance
during 2009
In the first of a new series
of features for 2010, Acuity
Consultants director Simon
Willoughby charts the changes
that have taken place within the
UK offshore life insurance market
over the past decade. Among
the trends he highlights is the
rise of the portfolio bond versus
their fettered counterparts and the
evolving business model of life
companies as they took on more
of an administrative function
IA Intermediary Panel
Graham Barnes
Director,
international
division,
The Fry Group, UK
Peter Sayers
Director, Horizon
Financial
Services, Jersey
Nick Cann
Chief executive,
The Institute
of Financial
Planning, UK
Barry Hardisty
Wealth manager,
RBC Wealth
Management,
Jersey
Nigel Gregg
Director,
MAC Financial,
Isle of Man
Tony Shah
Associate
director, Christchurch
Investment
Mgt, UK
Peter McGahan
MD, Worldwide
Financial
Planning, UK
Gary Boal
Managing
director,
Boal & Co,
Isle of Man
Michael
Greenwood
Technical
manager,
Towry Law, UK
Sam Instone
Director, AES
International, UK
Simon Liew
Investment
strategist, Frontier
Wealth Mgt,
Singapore
Sean Kelleher
Chairman,
Financial Partners
Group, Dubai
Robert Parker
Chief executive,
Holborn Assets,
Dubai
Mahmoud
Nodjoumi
Chairman and
chief exec, Nexus
Group, Dubai
Michael Porter
Chief invest
officer, Harvard
House Investment
Mgt, South Africa
business. She finds out that
Christchurch has ambitious
plans for growing its international
operation – which currently
caters mainly to expat Brits.
These clients’ money represents
some 7% of a total assets
under management of £164m
and Walters wants to see this
share increase to 20%. To help
achieve this, more advisers will
be joining the division, while an
advertising campaign in the Daily
Telegraph is already bearing fruit
IA Tax Panel
Margaret Jago
International
technical
manager,
Aegon SEI
Gerry Brown
Head of trusts
and taxation,
Prudential
Brendan Harper
Technical
services
manager, FPI
Brian Murphy
Senior financial
planning
manager,
Axa Sun Life
Paul Kennedy
Business
development
director,
FundsNetwork
TECHNICAL
Briefing: Offshore
funds regime 33-34
Julie Patterson, director of
authorised funds and taxation for
the IMA, explains the intricacies
and nuances of the UK’s new
Offshore Funds Regime
STATS
Banking deposits 37
A list of top-paying offshore
accounts – with various
notice periods and different
currencies
The IA Quality Funds
39-44
The IA Quality Funds are the blue
chips of the offshore fund world,
divided into various equity, bond
and hedge sectors
RECRUITMENT
Recruitment 46-47
Find the job that suits you in this
new section, featuring a host
of positions within IFA firms
operating across the globe
Rachael Griffin
Head of product
law and financial
planning, Skandia
International
Mark Green
Head of estate
and tax planning,
Legal & General
International
Julie Hutchison
Head of estate
planning,
Standard Life Int’l
Deborah Moon
Technical
manager, Royal
London 360º
Chris Allatt
Senior tax
manager,
Canada Life
International
2 INTERNATIONAL ADVISER [www.international-adviser.com] FEBRUARY 2010
To view a Ceros magazine you need to have JavaScript enabled in your browser and have the flash player 8 or higher installed. To install the latest flash player, click the icon above, install the flash plugin and then click here to refresh this page.