FARAD Finance Forum 2019 – #FFF19
March 15, 2019
Wealth and tax planning was an important subject for the Spanish market during the course of 2018. Fuelled in part by the government’s proposed tax measures as part of its provisional budget for 2019; measures that could have had a significant impact on high net worth individuals. These measures included, for example, rises in marginal […]
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Conditions and procedure
March 13, 2019
Your business as an insurance intermediary is growing and you are considering selling OneLife’s insurance products outside your home market? To meet the needs of your increasingly mobile customers, you intend expanding into foreign markets? What are the opportunities open to you? The situation as you understand it: The business of insurance distribution (formerly insurance […]
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An ever-evolving world
February 26, 2019
Vision and focus can drive success for asset management firms and the ability to predict the future and read the signs has never been as important. Whilst some firms will thrive, overall the operating environment for the industry is likely to be harder in 2019 and beyond. Wealth managers (WM) will face margin compression, as […]
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