contents
AnAlysis
Profiles
feATures
News analysis:
The banking crisis
18-19
The collapse of two Icelandic
banks and concerns over
a lack of depositor protection
have raised fresh questions
about the status of the Crown
Dependencies, with the UK
government not least among
those claiming it is unfair for
them to enjoy significant tax
competition while expecting
British taxpayers to be the lender
of last resort if things go wrong
Fund selector:
Global equity 21-24
We look at the largest, best
performing and newest global
equity portfolios and see if their
off-the-shelf asset allocation
has protected them in the
global market downturn
ABC application approved: June ’08
Daniel Judge Editor
T +44 (0)20 7618 4658
E daniel.judge@lastwordmedia.com
Helen Burggraf Reporter
T +44 (0)20 7618 4663
E helen.burggraf@lastwordmedia.com
Dylan Emery Editorial director
T +44 (0)20 7618 4653
E dylan.emery@lastwordmedia.com
Dean Andrews Head of production
T +44 (0)20 7618 4655
E dean.andrews@lastwordmedia.com
Stephen Grasso Production editor
E stephen.grasso@lastwordmedia.com
Ben Wiseman Head of sales & events
T +44 (0)20 7618 4657
E ben.wiseman@lastwordmedia.com
Allan Goodridge Head of int’l events
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E allan.goodridge@lastwordmedia.com
Emily Proctor Events manager
T +44 (0)20 7618 4654
E emily.proctor@lastwordmedia.com
Selina Natale Events co-ordinator
T +44 (0)20 7618 4660
E selina.natale@lastwordmedia.com
Leiana Jones Events assistant
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E leiana.jones@lastwordmedia.com
Jamie Hinchliffe Publishing director
T +44 (0)20 7618 4652
E jamie.hinchliffe@lastwordmedia.com
Rod Boulogne Managing director
T +44 (0)20 7618 4651
E rod.boulogne@lastwordmedia.com
Country profile:
Bahrain 26-27
Bahrain is the centre of Islamic
finance in the Middle East and
has the longest-established
funds industry in the region.
While upstart competitors such
as Dubai have stolen much of
the spotlight in recent years,
Bahrain has maintained steady
growth, finds Helen Burggraf
Company profile:
Prudential Int’l
Assurance 29-30
Since leaving the Scottish
Amicable European brand
behind, Prudential International
has operated under several
guises in the past decade. With
the launch of its portfolio bond,
it is finally in a competitive
position, says Bryan Low
IA Intermediary Panel
Alan Steel
Chairman, Alan
Steel Asset
Management
Peter Sayers
Director, Horizon
Financial Services
Nick Cann
Chief executive,
The Institute of
Financial Planning
Barry Hardisty
Head of
investment,
Mourant Private
Wealth
Nigel Gregg
Client services
director, MAC
Financial
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subscriptions@lastwordmedia.com or go to www.international-adviser.com
PUBLISHER
Last Word Media (UK) Ltd,
35 Stukeley st, London WC2B 5LT,
UK; Fax +44 (0)20 7405 0682
IA Singapore
Investment Forum
34-36
In October, International Adviser
gathered leading fund managers
from around the world in
Singapore to give our Asian
readers the opportunity to hear
their views on the markets and
investment strategies, as well as
the chance to quiz them on their
investment decisions and fund
performance. We report on what
they had to say
PRINTING
Ian Allan Printing Ltd, Hersham,
Surrey KT12 4RG
Tel +44 (0)1932 266600
Tony Shah
Associate
director
Christchurch
Investment Mgt
Peter McGahan
MD, Worldwide
Financial Planning
Gary Boal
Managing
director,
Boal & Co
Michael
Greenwood
Technical
manager,
Towry Law
Sam Instone
Director, AES
International
4 INTERNATIONAL ADVISER [www.international-adviser.com] DEcEmbER 2008
TechnicAl
Q&A:
Excluded property
trusts 37
A reader asks whether an
excluded property trust will
shelter his UK-resident, Spanishdomiciled
client from Spanish
inheritance tax when they retire
to their home country. Axa’s
Kevin Dean and SPILA’s Deborah
Moon provide the answers
IA Tax Panel
Margaret Jago
International
technical
manager, SEI
Gerry Brown
Head of trusts
and taxation,
Prudential
Neil Chadwick
Technical officer,
Scottish Life
International
Brendan Harper
Technical
services
manager, FPI
Brian Murphy
Senior financial
planning
manager,
Axa Sun Life
Paul Kennedy
Business
development
director,
FundsNetwork
Briefing:
Residential non-doms
tax strategies 38-39
James Quarmby, head of
international taxation for law
firm Thomas Eggar, looks at the
strategies available to resident
non-domiciled individuals
who want to escape paying
the £30,000 remittance charge
sTATs
Banking deposits 41
A list of top-paying offshore
accounts – with various notice
periods and different currencies
The IA Quality 250
42-46
The IA Quality 250 are the blue
chips of the offshore fund world,
divided into various equity, bond
and hedge sectors
Rachael Holland
Head of product
law and financial
planning, Skandia
International
George Berg
Legal manager,
Norwich Union
International
Julie Hutchison
Head of estate
planning,
Standard Life Int’l
Deborah Moon
Technical
manager, Scottish
Provident Int’l Life
Assurance
John Cowley
Head of marketing
and technical,
Canada Life Int’l
Andrew Penman
Director, private
client tax
services, Smith
& Williamson
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