contents
ANALYSIS
PROFILES
News analysis:
Exploiting global
HNWI growth 19-20
Emerging markets are providing
a rich seam of clients for wealth
managers; but how can nondomestic
firms gain access
to this sector? We look at the
issues and identify potential
strategies for gaining a foothold
in these growing markets
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
Contributors
Simon Hildrey, Neal Underwood
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
Katherine Rake Sub editor
Ben Wiseman Head of sales & events
T +44 (0)20 7618 4657
E ben.wiseman@lastwordmedia.com
Allan Goodridge Head of int’l events
T +44 (0)20 7618 4650
E allan.goodridge@lastwordmedia.com
Emily Proctor Events manager
T +44 (0)20 7618 4654
E emily.proctor@lastwordmedia.com
Selina Natale Events assistant
T +44 (0)20 7618 4660
E selina.natale@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
Business strategies:
Exporting TCF 23-24
The Treating Customers Fairly
initiative is a key part of the UK
FSA’s regulatory strategy and
is now influencing regulators
and individual firms around
the world. Neal Underwood
examines the benefits to advisers
of adopting the principles of TCF
in their businesses
Fund selector:
US equities 27-30
The US market has been out
of favour with international
investors for several years,
and that was before the subprime
crisis and credit crunch
raised the very real prospect of
recession. But some investors
see this as a buying opportunity.
We analyse the funds that have
prospered in this environment
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
SUBSCRIPTIONS
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
Life profile: Scottish
Life International’s
Paragon 32-33
Gary Boal, managing director
of actuarial firm Boal & Co,
scrutinises SLI’s newest product,
a regular premium investment
plan aimed at the Middle and Far
Eastern markets and a departure
from its usual territory of lump
sum savings plans
PRINTING
Ian Allan Printing Ltd, Hersham,
Surrey KT12 4RG
Tel +44 (0)1932 266600
Steve Travis
Head of the
international
division,
The Fry Group
Peter McGahan
MD, Worldwide
Financial Planning
Gary Boal
Managing
director,
Boal & Co
Michael
Greenwood
Technical
manager,
Towry Law
2 INTERNATIONAL ADVISER [www.international-adviser.com] AUGUST 2008
TECHNICAL
Briefing: Choosing
trustees 38-39
Skandia International’s Rachael
Holland looks at the issues
that must be considered before
selecting a trustee. She also
assesses the benefits of using
a professional trustee service,
arguing this approach ensures a
trust is run in accordance with
any legal changes and in line
with the settlor’s wishes
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
FEATURE
International private
medical insurance
36-37
IPMI providers Interglobal and
Goodhealth Worldwide bring
readers up to speed on the latest
developments in their industry,
giving a regional and country
breakdown on opportunities that
exist for advisers in this sector
STATS
Banking deposits 41
A list of top-paying offshore
accounts – with various notice
periods and different currencies
The IA Quality 250
42-47
The IA Quality 250 are the blue
chips of the offshore fund world,
divided into various equity, bond
and hedge sectors
Colin Jelley
Head of tax &
financial planning,
Skandia
George Berg
Legal manager,
Norwich Union
International
Julie Hutchison
National
development
specialist,
Standard Life Int’l
Luanne Ahearne
Technical
consultant,
tax and estate
planning, SPI
John Cowley
Head of marketing
and technical,
Canada Life Int’l
Andrew Penman
Director, private
client tax
services, Smith
& Williamson
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