• Home
  • Members' Area
GWM to ‘aggressively expand’ UHNW offering as Coady gets going

GWM to ‘aggressively expand’ UHNW offering as...

Guardian Wealth Management is to “aggressively expand” its ultra-high net worth client (UHNW) business, targeting UK residents as part of former deVere UK managing director Mike Coady’s new plans to grow its existing offices around the world in 2017.

Published : 9, Feb 2017
Hansard's alliance with UAE insurer Union goes live

Hansard's alliance with UAE insurer Union goes...

Hansard International launched its new strategic alliance with UAE-based Union Insurance Co on Thursday, which includes the provision of two new savings and investment products under the brand name ‘Infinity’.

Published : 9, Feb 2017
European investors pile into EM debt

European investors pile into EM debt

European investors have turned positive on emerging market debt again in January after two months of net outflows, reports Blackrock.

Published : 8, Feb 2017
The next phase for part surrenders of offshore life bonds

The next phase for part surrenders of offshore...

The use of partial surrenders of offshore bonds can still make for a good tax-planning strategy, says Utmost’s Simon Martin, ahead of a restitution process set to be introduced by HM Revenue and Customs (HMRC) later this year.

Published : 8, Feb 2017
Japanese funds to watch based on their AUM

Japanese funds to watch based on their AUM

Seeking returns from some of Japan's undervalued big companies, replicating indices, and using a benchmark-agnostic approach are some of the favoured strategies of Japanese funds with substantial assets under management.

Published : 8, Feb 2017
UK court opens door to pension rights for unmarried partners

UK court opens door to pension rights for unmarried...

The UK Supreme Court has ruled that an unmarried woman is entitled to her late partner’s occupational pension in a landmark decision that could have wider repercussions for pension schemes.

Published : 8, Feb 2017
Spain targets HNWs over tax evasion as data-sharing goes live

Spain targets HNWs over tax evasion as data-sharing...

Spain has announced new measures to crack down on tax fraud by wealthy individuals, as the country becomes one of the early adopters of the ‘automatic exchange of information’ regime.

Published : 8, Feb 2017
FCA issues warning over poor DB pension transfer advice

FCA issues warning over poor DB pension transfer...

The UK's Financial Conduct Authority has issued a warning notice to an unnamed individual for poor advice given to more than 700 members of defined benefit (DB) schemes that left them at “serious risk of unsuitable outcomes”.

Published : 7, Feb 2017
Newcomer Japanese funds to watch

Newcomer Japanese funds to watch

Investors in the Japanese stock market benefited from currency fluctuations in 2016 and the outlook for 2017 appears favourable, too.

Published : 7, Feb 2017
Four strategies to reject hidden fees and commissions

Four strategies to reject hidden fees and commissions...

We are very conscious that expats are often unfamiliar with the Singapore environment and that they are not protected by the same regulation that they are familiar with in the UK, says David Pugh, director of The Fry Group (Singapore).

Published : 7, Feb 2017
Japanese funds to watch based on their three-year performance

Japanese funds to watch based on their three-year...

Small-caps, a buying-and-holding approach, and unrestricted use of equities are some of the fund strategies to watch in Japan, according to Morningstar investment research analyst Lena Tsymbaluk.

Published : 7, Feb 2017
PEOPLE MOVES: Aviva, Aetna International, Insight Investment

PEOPLE MOVES: Aviva, Aetna International, Insight...

Emerging market debt seems to be a key theme, with both Aviva Investors and Insight Investment bolstering their existing teams, while Aetna International has named a director of new business sales.

Published : 7, Feb 2017
LCCG to launch UK life insurance company

LCCG to launch UK life insurance company

Life Company Consolidation Group (LCCG) is to set up a new UK life insurance company to house the business it will acquire following the demutualisation of Reliance Mutual Insurance Society.

Published : 6, Feb 2017
DeVere Acuma admits not disclosing commission in S Africa

DeVere Acuma admits not disclosing commission...

South African advisory firm deVere Acuma has confirmed that it did not disclose commission charges of nearly £65,000 ($81,114, €75,198) taken from a client’s portfolio over four years, reports local news feed Moneyweb.

Published : 6, Feb 2017
Soaring expat demand drives growth and new hires at ITA

Soaring expat demand drives growth and new hires...

Rising demand from local and expat clients in Dubai coupled with improved IT systems are the driving force behind Investors Trust Assurance’s “phenomenal growth” in the region, according to Philip Story, the life company’s head of distribution for EMEA.

Published : 6, Feb 2017
KPMG blasts Harlequin boss over investor pay-back plan

KPMG blasts Harlequin boss over investor pay-back...

The independent trustee of Harlequin Property, the £400m ($509m, €454m) overseas property scheme facing ruin, has blasted the company’s chairman David Ames over how he intends to pay back stricken investors.

Published : 3, Feb 2017
PEOPLE MOVES: Indosuez, Zedra, PraxisIFM

PEOPLE MOVES: Indosuez, Zedra, PraxisIFM

Indosuez Wealth Management has appointed a head of markets and investment solutions for Hong Kong, while Zedra has made three senior hires. PraxisIFM has created a group finance director role following the firm’s expansion in 2016.

Published : 3, Feb 2017
DeVere UK no longer providing overseas pension transfer advice

DeVere UK no longer providing overseas pension...

DeVere UK has stopped providing advice on overseas pensions transfers, a spokesperson has confirmed to International Adviser.

Published : 3, Feb 2017
Swiss regulator fines Coutts $6.6m for role in 1MDB scandal

Swiss regulator fines Coutts $6.6m for role in...

Switzerland's financial regulator has fined Coutts & Co, which counts the Queen among its clients, for violating money-laundering rules and illegally profiting from transactions associated with 1Malaysia Development Bhd (1MDB).

Published : 3, Feb 2017
Expats in South Africa facing ‘turmoil’ ahead of tax hikes

Expats in South Africa facing ‘turmoil’ ahead...

Wealthy expats living in South Africa are set to be hit hard by sweeping tax increases set to be announced in the country’s budget later this month.

Published : 2, Feb 2017

Sponsored Content

SJP slammed over ‘commission-style’ rewards for advisers
SJP slammed over ‘commission-style’...

St James’s Place, one of Britain’s biggest wealth managers,...

Isle of Man to investigate collapse of Nicaraguan bamboo fund
Isle of Man to investigate...

The Isle of Man's High Court of Justice has appointed...

New Earth’s fund manager expected to pay creditors in full
New Earth’s fund manager...

Isle of Man-based Premier Group, the fund manager behind...

Panama Papers law firm bosses arrested and denied bail
Panama Papers law firm...

The founders of Mossack Fonseca, the law firm at the...

British expats living in Europe face Brexit backlash
British expats living...

British nationals living in the European Union can...

OTHER STORIES FROM LAST WORD...