David Kop - FPI
David Kop CFP®, an advocate for the financial planning profession, is Executive Director: Relevance at the Financial Planning Institute of Southern Africa. David is passionate about financial planning getting professional status. He holds a BCom in Financial Management and a Postgraduate Diploma in Financial Planning Law, Financial planning and services.
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Guernsey has the advantages for family offices
Chris Hards, Senior Associate at law firm Ogier in Guernsey, explains why family office structures are particularly attractive for Guernsey
Women as financial planning clients
It is a critical imperative for financial planners and wealth management companies to create value propositions that speak to the needs of the female market
It pays to plan if you’re looking to invest offshore
Kim Rassou, Portfolio Manager at Old Mutual Wealth Tailored Fund Portfolios, highlights some fundamental principles that investors need to bear in mind before investing offshore
Boutiques are better – right?
The debate about whether it is better to invest in a boutique manager or a more established manager continues
50 years of experience in Guernsey
Steven de Jersey, Director at Dixcart Trust in Guernsey, says that offshore structures offer certainty for families in an increasingly uncertain world
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