Are Face To Face Meetings Still Important?
In a world where super fast internet connection, mobile internet, and smart phones exist, connecting with business contacts can be done...
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Giles Refoy
- Jun 8
- 2 min
Non-Correlating Asset Classes - The Benefits
Non-correlating asset classes, also known as uncorrelated or lowly correlated asset classes, refer to investments that have a minimal or...
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Giles Refoy
- Apr 14
- 2 min
Is Cash Still King?
The phrase "cash is king" has been used for decades to emphasize the importance of having cash on hand.
93 views
Giles Refoy
- Jan 23
- 2 min
Top 12 Key Attributes Collated for Financial Advisors
Over the years we have seen a host of great advice from leading wealth management companies and advisors with regards to what makes a...
153 views0 comments
Giles Refoy
- Oct 24, 2022
- 2 min
Accruvis, Kenya and the game of Rugby
Accruvis were proud to be the main sponsor for The Rugby Patrons Dinner, Kenya, recently.
173 views
Giles Refoy
- Apr 19, 2022
- 5 min
The 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....
284 views0 comments
Giles Refoy
- Mar 9, 2022
- 3 min
Utilising FX In Times of Geopolitical Instability
As the world faces a new Cold War and Russia is hit with severe sanctions, investors, IFAs, executives, and economists around the globe...
370 views0 comments
Giles Refoy
- Feb 3, 2022
- 3 min
How Financial Advisors Can Enhance The Client Experience
As self-service and internet-based solutions continue to overshadow the work of IFAs and those working in the financial sector, never...
244 views0 comments
Giles Refoy
- Jan 12, 2022
- 4 min
The Importance of Customer Service in the Financial Sector.
The Importance of Customer Service in the Financial Sector.
206 views
Giles Refoy
- Oct 15, 2021
- 2 min
The 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...
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Giles Refoy
- Jul 27, 2021
- 2 min
Smartphones and Investing
It wont be a surprise to many, that more than 3 billion people worldwide use smartphones for a plethora of different activities. What...
120 views0 comments
Giles Refoy
- Jun 22, 2021
- 2 min
Is 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...
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Giles Refoy
- May 19, 2021
- 1 min
Offshore 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...
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Giles Refoy
- May 18, 2021
- 2 min
Can 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...
83 views0 comments
Giles Refoy
- May 14, 2021
- 2 min
How 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...
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Giles Refoy
- May 10, 2021
- 4 min
Are 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...
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Giles Refoy
- May 10, 2021
- 2 min
Marching 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...
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Giles Refoy
- May 10, 2021
- 1 min
Are 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...
101 views0 comments
Giles Refoy
- May 10, 2021
- 2 min
How 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...
34 views0 comments
Giles Refoy
- May 10, 2021
- 2 min
What 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...
47 views0 comments
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