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ANALYSIS
PROFILES
SPECIAL REPORT
Fund selector: Global
fixed income 19-22
Investors have rushed into the
corporate bond sector in their
droves in 2009, attracted by
the historic spreads available
and the dearth of attractive
investment opportunity in other
sectors. But some commentators
are warning of a classic bubble
in the making. Against this
backdrop we analyse the returns
of the best-performing, newest
and largest funds in the global
bonds sector, with the expert
assistance of Alan Orchard, of
RBC Wealth Management, and
OBSR’s Peter Toogood
IA Intermediary Panel
Graham Barnes
Director,
international
division,
The Fry Group
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
Director,
MAC Financial
Company profile:
Irish Life International
24-25
Irish Life International has carved
a niche for itself as one of only a
handful of offshore life companies
to achieve success by dedicating
itself to the European crossborder
market. Founded in
1994 as a subsidiary of Irish
Life, the business operates in a
number of European jurisdictions
and conducts business in 10
languages. It now has its sights
on further expansion into Sweden
and Finland
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
Professional services:
introduction 27-28
The challenging markets of 2008
and 2009 may give advisers
cause to review their business
models and look at ways of
improving profitability and
efficiency. In this special report
we talk to some of the service
providers who say they can help
them do this
Technology 28-30
The IFA community is gradually
overcoming its aversion to
technology as advisers realise
the benefits it can bring to their
businesses
Simon Liew
Investment
strategist,
Frontier Wealth
Management
Sean Kelleher
Chairman,
Financial Partners
Group
Robert Parker
Chief executive,
Holborn Assets,
Dubai
Tax planning 30-32
Few IFAs possess the specialist
tax knowledge required by
international clients, but help is
at hand
Investment
outsourcing 32-34
Discretionary management is no
longer the preserve of the super
rich, say providers
Banks 34-35
IFAs are making ever greater use
of structured products to meet
their clients’ investment needs
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:
Asset freezing 38-39
Royal London 360°’s Neil
Chadwick explains how the use
of loan trusts and asset freezing
can help advisers offset their
clients’ IHT bills. He outlines
how by lending capital to a trust,
growth can accumulate outside
of the settlor’s estate by being
placed in a bare or discretionary
trust. Chadwick says one of the
most appealing features of this
set up is that some or all of the
loaned capital is repayable
STATS
Banking deposits 41
A list of top-paying offshore
accounts – with various
notice periods and different
currencies
The IA Quality 250
43-47
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, Royal
London 360º
John Cowley
Head of marketing
and technical,
Canada Life Int’l
2 INTERNATIONAL ADVISER [www.international-adviser.com] MAY 2009
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