North America | 20 Aug 12
us tax specialist treitel launches own firm
David Treitel, a London-based US- and UK-qualified tax specialist, has struck out on his own with a new firm that specialises in helping American citizens, as well as advisers with American clients, who need help navigating the increasingly complex US tax landscape.
efg launches china fund for new joiner mok
EFG Asset Management is boosting its Asia strategies with the launch of an open-ended equity fund that will invest in up to 50 Chinese and Hong Kong stocks across all capitalisations.
rbc im fined hk4m over sale of unauthorized funds
A HK$4m ($520,000, 420,000) fine has been imposed on RBC Investment Management by the Securities and Futures Commission in Hong Kong in relation to investment advice provided by the firm on non-SFC authorized funds.
People Moves | 20 Aug 12
rbc investor services appoints client ops director
RBC Investor Services has appointed former Macquarie Investment head of fund accounting Kevin Hogan as its new director of client operations in Australia.
Profiles & Comment | 20 Aug 12
estate of things to come
With the implementation of the Retail Distribution Review, many financial institutions are having to adapt their approach to cope with the changes. Canada Lifes Andy Marks explains how his field-based team utilise their experience to bolster their estate planning proposition and reap dividends.