Giles RefoyApr 195 minThe Impact of Inflation on Savings and Investments.As inflation continues to skyrocket around the globe, here’s how IFAs can help investors adjust their portfolios and hedge against risk....
Giles RefoyMar 93 minUtilising FX In Times of Geopolitical InstabilityAs the world faces a new Cold War and Russia is hit with severe sanctions, investors, IFAs, executives, and economists around the globe...
Giles RefoyFeb 33 minHow Financial Advisors Can Enhance The Client ExperienceAs self-service and internet-based solutions continue to overshadow the work of IFAs and those working in the financial sector, never...
Giles RefoyJan 124 minThe Importance of Customer Service in the Financial Sector.The Importance of Customer Service in the Financial Sector.
Giles RefoyOct 15, 20212 minThe future of financial advice – are you ready?If we follow what happened in the UK with the ‘Retail Distribution Review’ in 2013 which ultimately meant the removal of upfront...
Giles RefoyJul 27, 20212 minSmartphones and InvestingIt wont be a surprise to many, that more than 3 billion people worldwide use smartphones for a plethora of different activities. What...
Giles RefoyJun 22, 20212 minIs the future remote?The date is the 22nd of June 2021, the pandemic in countries who have not had a successful vaccination program are beginning to see cases...
Giles RefoyMay 19, 20211 minOffshore Financial Advisers - what does the future hold?Slowly but surely change is coming to the offshore financial advice market. Regulation is creeping in from a number of quarters. Product...
Giles RefoyMay 18, 20212 minCan UK standard financial products be right for the offshore market?Can UK standard financial products be right for the offshore market? There's a huge disparity between the quality and in particular cost...
Giles RefoyMay 14, 20212 minHow technology is shaping the future of how we work.Remote working in the traditional ‘non-nomadic’ worker scenario has up until recently carried a bit of a bad reputation. Employers often...
Giles RefoyMay 10, 20214 minAre you ready for the digital revolution?2020 will surely be remembered as the year of the Covid-19 pandemic. We sat and watched as it unfolded, spreading slowly around the...
Giles RefoyMay 10, 20212 minMarching into March.Marching into March In many locations globally we take note of the anniversary of lockdown measures put in place to curb the spread of...
Giles RefoyMay 10, 20211 minAre your clients now seeking income from their portfolios?With the immediate future still being uncertain for investors who are invested in equities or index tracking funds, we know that being in...
Giles RefoyMay 10, 20212 minHow do expats spend their retirement?It's important to plan for your retirement but it's not just financial planning that's important. It's just as important to plan out your...
Giles RefoyMay 10, 20212 minWhat does added regulation mean for advisors and clients?Offshore financial advice has changed a lot over the years, increased regulation to protect investors is and always will be the key...