Over the years we have seen a host of great advice from leading wealth management companies and advisors with regards to what makes a good financial advisor a great financial advisor.

Giles Refoy

Accruvis were proud to be the main sponsor for The Rugby Patrons Dinner, Kenya, recently.

Giles Refoy

As inflation continues to skyrocket around the globe, here’s how IFAs can help investors adjust their portfolios and hedge against risk.

Giles Refoy

The phrase "cash is king" has been used for decades to emphasize the importance of having cash on hand. While cash continues to be an important medium of exchange and a store of value, the increasing use of digital payments and other forms of financial technology is changing the landscape.

Giles Refoy

Non-correlating asset classes, also known as uncorrelated or lowly correlated asset classes, refer to investments that have a minimal or no statistical relationship with each other.

Giles Refoy

As the world faces a new Cold War and Russia is hit with severe sanctions, investors, IFAs, executives, and economists around the globe are preparing for the onslaught of effects this will have on the volatility of markets, commodity prices, and currencies.

Giles Refoy

As self-service and internet-based solutions continue to overshadow the work of IFAs and those working in the financial sector, never before has the competition been so fierce.

Giles Refoy

Customer service plays an integral part in extracting value from clients and retaining their business.

Giles Refoy

If we follow what happened in the UK with the ‘Retail Distribution Review’ in 2013 which ultimately meant the removal of upfront commissions for advisors and advisory firms alike, the only option available to them, was to change their business model(s) from one where revenues that were largely generated by products and services paying upfront commissions with no direct payments made by clients.

Giles Refoy

It wont be a surprise to many, that more than 3 billion people worldwide use smartphones for a plethora of different activities.

Giles Refoy

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 rise again, lockdowns coming back into effect and travel restrictions are continuing to keep us less mobile than before the pandemic.

Giles Refoy

Slowly but surely change is coming to the offshore financial advice market.

Giles Refoy

There's a huge disparity between the quality and in particular cost of offshore financial products and onshore UK financial products.

Giles Refoy

Remote working in the traditional ‘non-nomadic’ worker scenario has up until recently carried a bit of a bad reputation.

Giles Refoy

Global leaders stand together with the shared vision to lay the ground for a ‘sustainable, inclusive and transformative economic recovery.’ The question is, how will that vision change our daily working lives?

Giles Refoy

With the immediate future still being uncertain for investors who are invested in equities or index tracking funds, we know that being in isolation is a time where people can reflect on their portfolios and begin to decide what the future of investing might look like for them.

Giles Refoy

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 activities as well.

Giles Refoy

Offshore financial advice has changed a lot over the years, increased regulation to protect investors is and always will be the key driver for change and rightly so.

Giles Refoy