International Adviser Awards 2016 – Excellence in Client Service The International Adviser event, held at the Waldorf Hilton, London on 21st September 2016 turned out to be very rewarding for …
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Aisa International – OpesFidelio win Best Adviser Firm Europe
At the International Adviser Awards 2016. Aisa International – OpesFidelio network won the prestigious Best Adviser Firm in Europe award with tough competition from some of the largest European focused …
DeVere Group has agreed to sell its South Africa business
Update 20th December 2019 Since posting this blog, Moneyweb in South Africa have published an update on the story. While we cannot comment on the contents, it does reinforce the …
Offshore Insurance Bonds- Spain
Offshore insurance bonds have been one of the most widely sold investment wrappers sold , predominately, to British expats as being a tax …
OLD MUTUAL INTERNATIONAL IS CHANGING ITS NAME
Old Mutual International made an announcement regarding its change of name to Quilter International as follows- ”Old Mutual International will change its name to Quilter International in 2020 to reflect …
The Aisa Group celebrates its 20th Anniversary
The Aisa story started in 1999 when Aisa Financial Planning Ltd obtained its UK authorisation on 19th September 1999. From inception, James Pearcy-Caldwell and Clive Tutton shunned the high initial …
Thomas Cook Update
On Monday 23rd September, Thomas Cook went into liquidation, further to our blog yesterday. For those still on a Thomas Cook holiday the return flight will be via another airline …
Thomas Cook Pension
The not entirely unexpected announcement that Thomas Cook has gone into liquidation, cancelling all flights immediately today, raises inevitable questions about the Thomas Cook Pension. Not another British Steel fiasco …
Are you a foreign national holding a 401k ?
Working as a cross-border professional chances are you are accumulating pension plans and retirement assets all over the world, giving you little control over what happens with those funds once …
Spain- Insurance bonds in pensions, is there a tax advantage?
If you have just been recommended to take out insurance bonds in pensions from RL360, OMI , SEB , Generali , Investors Trust , Friends Provident International , Prudential International and …
Where to Invest your money? August 2019
Where to Invest your money? Many of the economies of the world appear to be heading into recession as 2020 approaches. Indeed, in 2019 the news about recession appears to …