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Future of Advice and Products in full focus at tomorrow's II Connect 2025 in London

2 weeks ago | investment-international.com | Gary Robinson

Informative sessions from some of the industry's best speakers, a lively pension and retirement debates a live on-stage case study and of course lots of industry networking at II Connect's networking lunch, refreshments breaks and the famous post event drinks party are key highlights from tomorrow's II Connect 2025 event in London. But perhaps the most anticipated segment will be the afternoon's explosive adviser debate.
II Connect 2025 - grab a last chance ticket to next Tuesday's big event in London

3 weeks ago | investment-international.com | Gary Robinson

Investment International’s flagship event for the international financial services industry, the fourth annual II Connect event will take place on Tuesday May 20, 9am-4pm at the Cavendish Conference Centre in Marylbone, London, UK. The fourth annual II Connect 2025 event, to be held in London, has just a handful of complimentary tickets before it takes place on 20 May - there is still time to register here, so don't miss out on a packed and insightful agenda.
Guinness Global Investors opens Dublin office

3 weeks ago | investment-international.com | Mark Battersby

Guinness Global Investors has opened its Dublin office, signalling its commitment to increasing fund management within the EU and strengthening its presence in Europe. The office, located in Merrion Square, is home to a new subsidiary, Guinness Asset Management (Ireland) Ltd (GAMIL). Guinness has been managing Irish-domiciled funds since 2007 and has established strong relationships with the Central Bank of Ireland and local service providers.
Ardan retains its B rating for financial strength from AKG

3 weeks ago | investment-international.com | Mark Battersby

Ardan International has once again been awarded a B rating (strong) for Financial Strength by AKG. And the specialist firm also reaffirmed Ardan’s maximum five stars for service. All of this means Ardan has the highest combined rating of any international platform reviewed by AKG. Ardan CEO Sarah Dunnage said: ‘It’s great to receive external validation from AKG and I’m proud that we have maintained our B rating, as well as five stars for service.
Legacy platform players 'may be left behind' by newer entrants

3 weeks ago | investment-international.com | Mark Battersby

P1 Investment Services, operator of the P1 Platform, believes that the newer UK platform players will be the companies setting the standards for delivering value for money to clients, potentially leaving legacy giants behind unless they can rapidly change their operating models and tech stacks. The investment firm says that new entrants have the “speedboat-like qualities” of speed and agility.
Franklin Templeton to merge local Polish entity with Quercus

3 weeks ago | investment-international.com | Mark Battersby

Franklin Templeton has entered into an agreement on cooperation to merge its local Polish entity, Templeton Asset Management (Poland), the management company of its locally-domiciled UCITS funds with Quercus, an independent Polish asset manager with $1.9bn in AUM as of 30 April 2025. The completion of the merger is subject to customary closing conditions, including court and shareholder approvals.
Blacktower FM expands DIFC presence with new talent, growing strategic focus

3 weeks ago | investment-international.com | Mark Battersby

Blacktower Financial Management is strengthening its position in the Middle East with key developments at its DIFC office, reinforcing its commitment to serving internationally mobile clients with "best-in-class financial advice". In a statement on 12 May, it said that since launching in the Dubai International Financial Centre in January 2024, Blacktower had made "rapid progress in building a specialist team and enhancing its footprint across the region".
Just one week to go before II Connect 2025

3 weeks ago | investment-international.com | Mark Battersby

The fourth annual II Connect 2025 event, to be held in London, has just one week to go before it takes place on 20 May - there is still time to register here, so don't miss out on a packed and insightful agenda. The impact of the UK Labour Government's new policies on the cross border advice industry and the Trump effect are among key topics set to be discussed, set around a case study which is great for CPD.
How platforms can help overseas investors avoid costly own-goals

3 weeks ago | investment-international.com | Mark Battersby

It was reported earlier this year that former England football manager Sven-Göran Eriksson was £3.8 million in debt when he died. He blamed his plight on his financial adviser, whom he first met while abroad, says Mark Maplesden, Novia Global’s principal representative officer in Dubai. The news that such a successful and seemingly sophisticated figure ended his days owing a huge sum of money sparked widespread astonishment. Many people were amazed that he could be duped to such an extent.
Alexander Beard opens 2nd office in South Africa

3 weeks ago | investment-international.com | Mark Battersby

Alexander Beard (South Africa) has opened its 2nd office, situated in Cape Town, under the direction of managing director Warren Berriman. The new branch will be offering ABSA’s usual mix of domestic and expatriate focussed personal financial planning as well as focussing on group pension plan business for SME companies in the Cape Town area. Paul Beard, founder and executive chairman of Alexander Beard Group, said: “I am delighted to see the continued success and development of our SA business.