Most IFAs tweak business models ahead of ‘sunset’ deadline
The majority of UK-based advisory firms receive most of their recurring revenue from fees, a sure sign that many have made significant changes to their business models in the run up to next year’s ‘sunset’ deadline.
Investment | 10 Aug 15
Stewardship drives long-term rewards, says Hermes
Environmental, social and corporate governance, or ‘ESG’, is becoming increasingly fashionable, said Hermes’ Rhodri Mason, but ESG is a far cry from what he considers to be the real long-term game-changer: stewardship.
Profiles & Comment | 10 Aug 15
Asset allocator with Quilter Cheviot Jersey
Tim Childe, head of international for Quilter Cheviot – now part of Old Mutual – is setting his sights on furthering the group’s international reach.
UK expats must review wills ahead of EU succession rules
UK residents with assets in Europe could become liable for a heavy tax bill on their death as a result of changes in EU cross-border succession rules due to become effective next week.
Investment | 10 Aug 15
ETFs surge in Europe to record high
ETFs and ETPs listed in Europe are gathering net new assets 13% faster than in previous years, according to research consultancy ETFGI.