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Investment
Best Practice & Thought Leadership
Lifestlyle
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Recruitment, "Wealthtech, Administration & Back Office", Governance & Succession
Advantages Of In-house Compliance
David Symes, Managing Director, Compliance Recruitment Solutions and former Deputy Head of Compliance of a FTSE 100 group
David Symes
January 2013
•
Compliance Recruitment Solutions
Best Practice & Thought Leadership
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"Wealthtech, Administration & Back Office", Legal & Reputation Management
Digging Deeper
Paul Austin, Director of Operations, Pelican Worldwide Limited looks at the benefits of due diligence
Paul Austin
January 2013
•
Pelican Worldwide Limited
Best Practice & Thought Leadership
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Governance & Succession, Recruitment
Personal Development & Education
Gaining Expereince
Charles Bonas
January 2013
•
Bonas MacFarlane Education
Best Practice & Thought Leadership, Lifestyle
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"Banking, Insurance & Financial Services", "Wealthtech, Administration & Back Office"
Cautious Expansion
Global Partnership talks with MFO Oracle Capital Group’s CEO Yury Gantman about the firm’s development and continued expansion
Yury Gantman
January 2013
•
Oracle Capital Group
Best Practice & Thought Leadership
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Governance & Succession, Tax & Accountancy, Legal & Reputation Management, (Geo)Politics & Societal Trends, "Wealthtech, Administration & Back Office", Security
The Perfect Storm
Gunnlaugur Erlendsson, Erlendsson Private Office, looks at the myriad of complex challenges faced by the wealthy
Gunnlaugur Erlendsson
January 2013
•
Erlendsson Private Office
Best Practice & Thought Leadership
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Security, (Geo)Politics & Societal Trends, Legal & Reputation Management
Personal Development & Education
Social Media - TMI?
Schillings’ Jenny Aifa looks at the potential pitfalls of social media and the reputational risks it may pose
Jenny Aifa
January 2013
•
Schillings
Best Practice & Thought Leadership, Lifestyle
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"Banking, Insurance & Financial Services", (Geo)Politics & Societal Trends
Cycle-Investing
Wealth Preservation Utilising The Awareness Of Cycles In Asset Allocation
Charles Nenner, David Gurwitz
May 2012
•
Charles Nenner Research Center (CNRC)
Best Practice & Thought Leadership
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Tax & Accountancy, "Banking, Insurance & Financial Services"
SFO Diversification
Mark Thistlethwayte,
May 2012
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Buckland Capital Partners Ltd
Best Practice & Thought Leadership
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ESG, Energy & Infrastructure
Agriculture, Impact, Renewables
The Ecological Debt Trap
Why understanding global resource constraints helps protect families’ wealth
Peter Zollinger and David Hertig
May 2012
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Globalance Bank
Investment
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Macro Economics & Asset Allocation
Commodities
Gold & Precious Metals
Changing World; Golden Constant
John Mulligan
May 2012
•
World Gold Council
Investment
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"Wealthtech, Administration & Back Office", Recruitment, Legal & Reputation Management
Navigating RDR
Although the UK’s Retail Distribution Review largely only affects retail IFAs, when it comes to training and professional standards FOs need to pay attention
Henrietta Grimston
May 2012
•
Sandaire
Best Practice & Thought Leadership
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Macro Economics & Asset Allocation
Russia - Beyond Oil and Gas
Kira Nickerson
May 2012
•
Investment
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