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UK CISI advisers to visit South Africa on fact-finding mission

UK CISI advisers to visit South Africa on fact-finding...Lock icon

The Chartered Institute for Securities & Investment (CISI) is working with London-based firm Perceptive Planning to organise a fact-finding trip to South Africa in October.

Published : 24, Mar 2017
Westpac senior exec departs immediately in misconduct probe

Westpac senior exec departs immediately in misconduct...Lock icon

Following allegations of inappropriate contact, the chief investment officer of Australian wealth manager BT Financial Group has left the business with immediate effect. Other People Moves this week include Quilter Cheviot, Investec, European Wealth and Edison.

Published : 24, Mar 2017
Critical illness cover the next big opportunity for advisers

Critical illness cover the next big opportunity...Lock icon

Imagine your client owned a goose that laid a golden egg every month, says Chris Bagnall, chief underwriting officer and head of claims at Zurich International Life.

Published : 24, Mar 2017
More firms in the FCA firing line after Holborn sanctions

More firms in the FCA firing line after Holborn...Lock icon

Several more firms are at risk of being sanctioned by the Financial Conduct Authority (FCA) as the regulator steps up action against international IFA firms specialising in overseas pension transfers, says Tim Searle, chairman of Dubai-based advisory firm Globaleye.

Published : 23, Mar 2017
House of Lords warns of Brexit danger for crown dependencies

House of Lords warns of Brexit danger for crown...Lock icon

The crown dependencies’ financial services sectors could suffer if the UK government fails in its constitutional responsibility to represent the islands' interests during the Brexit negotiations, the House of Lords’ European Union Committee has warned.

Published : 23, Mar 2017
Gibraltar names date for Qrops test regulations to go live

Gibraltar names date for Qrops test regulations...Lock icon

Gibraltar’s government has revealed that it will put in place personal pension regulations "on or before 31 March", enabling the jurisdiction’s Qrops to retain their status.

Published : 23, Mar 2017
Luxembourg in ‘breakthrough’ tax treaty talks with Australia

Luxembourg in ‘breakthrough’ tax treaty talks...Lock icon

Luxembourg is in talks with Australia to sign a double tax agreement (DTA) following efforts by the Grand Duchy to clean up its controversial tax regime, finance minister Pierre Gramegna has said.

Published : 23, Mar 2017
Why T Rowe Price is significantly underweight in China

Why T Rowe Price is significantly underweight...Lock icon

With improved conditions in emerging markets set to continue, economic growth in the sector is poised to accelerate, says Gonzalo Pangaro, lead fund manager of T Rowe Price’s Emerging Markets Equity Fund.

Published : 23, Mar 2017
Luxembourg shuns ‘aggressive’ Brexit plan to attract UK firms

Luxembourg shuns ‘aggressive’ Brexit plan to attract...Lock icon

Luxembourg, the largest domicile for Ucits funds, will not engage in a “race to the bottom” to lure UK-based asset managers that want to maintain their passporting rights when Britain leaves the EU, according to Anouk Agnes, deputy director general of the Association of Luxembourg Fund Industry (Alfi).

Published : 22, Mar 2017
Praemium agrees to showdown with ex-CEO Ohanessian

Praemium agrees to showdown with ex-CEO Ohanessian...Lock icon

Australia-based platform provider Praemium will hold a shareholder meeting at the request of recently sacked chief executive Michael Ohanessian after he launched a bid to oust chairman Greg Camm and three directors.

Published : 22, Mar 2017
Hong Kong regulator freezes accounts in US Ponzi scheme

Hong Kong regulator freezes accounts in US Ponzi...Lock icon

Hong Kong’s Securities and Futures Commission (SFC) has obtained an interim court order to freeze bank accounts connected with a suspected $15m (£12.1m, €13.9m) US Ponzi scheme that invested in Brazilian and African gold mines.

Published : 22, Mar 2017
Holborn Assets ordered to immediately cease pension transfers

Holborn Assets ordered to immediately cease pension...Lock icon

The UK Financial Conduct Authority has ordered Holborn Assets Ltd to immediately cease all pension transfer business, particularly that introduced by overseas advisers.

Fees on European funds ‘must come down’, warns regulator

Fees on European funds ‘must come down’, warns...Lock icon

Asset managers in Europe must reduce the cost of their products, Steven Maijoor, chair of the European Markets and Securities Authority (Esma) has warned.

Published : 21, Mar 2017
Gibraltar ‘in danger’ of losing Qrops status

Gibraltar ‘in danger’ of losing Qrops statusLock icon

Gibraltar must put in place a system for regulating personal pensions in just over two weeks to enable the jurisdiction’s Qrops to retain their status and continue to operate in the market.

Published : 21, Mar 2017
PEOPLE MOVES: Standard Life/Aberdeen, Killik, OMGI

PEOPLE MOVES: Standard Life/Aberdeen, Killik,...Lock icon

Standard Life and Aberdeen have clearly defined the roles co-chief executives Keith Skeoch and Martin Gilbert will fill once the companies merge. Killik & Co’s Sarah Lord surprised many this week by announcing plans to move on from the company, while OMGI has parted ways with its fixed income head.

Published : 21, Mar 2017
Phoenix Group on growing and consolidating its brood

Phoenix Group on growing and consolidating its...Lock icon

Having bought Axa Wealth and Abbey Life in 2016, Phoenix Life chief executive Andy Moss tells International Adviser about the group's consolidation history and how it brings all of its new business on board.

South African expats unite against proposed tax changes

South African expats unite against proposed tax...Lock icon

South Africans working in countries with no income tax, such as the UAE, have banded together on social media to oppose new legislation that “might put them at an unfair disadvantage” of having to pay income tax in South Africa.

Published : 20, Mar 2017
HSBC boss ‘tested’ UK tax office on his non-dom status

HSBC boss ‘tested’ UK tax office on his non-dom...Lock icon

Stuart Gulliver, the chief executive of HSBC, may have set up a trust to test whether the UK taxman would accept he was a non-dom, according to specialist tax advice agency Mark Davies & Associates.

Published : 20, Mar 2017
Sarah Lord to leave Killik & Co

Sarah Lord to leave Killik & CoLock icon

Sarah Lord, one of the most highly qualified female financial planners in the UK, is to leave Killik Wealth Planning at the end of March to pursue other opportunities within the industry, the company confirmed to International Adviser.

Published : 20, Mar 2017
Nicaraguan bamboo fund shut down by IoM high court

Nicaraguan bamboo fund shut down by IoM high court...Lock icon

An Isle of Man-based fund that convinced 189 people to invest $61m (£49.6m, €56.8m) in bamboo plantations in Nicaragua by promising returns of up to 500% was wound up by order of the Isle of Man high court on Thursday.

Published : 17, Mar 2017

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UK to 'raid pensions' to fund U-turn on self-employed tax hike
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The UK Treasury is reportedly considering a fresh raid...

Holborn Assets ordered to immediately cease pension transfers
Holborn Assets ordered...Lock icon

The UK Financial Conduct Authority has ordered Holborn...

Gibraltar ‘in danger’ of losing Qrops status
Gibraltar ‘in danger’...Lock icon

Gibraltar must put in place a system for regulating...

Sarah Lord to leave Killik & Co
Sarah Lord to leave Killik...Lock icon

Sarah Lord, one of the most highly qualified female...

South African expats unite against proposed tax changes
South African expats...Lock icon

South Africans working in countries with no income...

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