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ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

Best Practice | 8 Sep 17

Intelligent Money launches platform for inactive IFA clients

Investment manager and Sipp provider Intelligent Money has launched a white-labelled investment tool that allows advisers to offer a low-cost proposition to inactive clients they no longer serve face-to-face.

Asia | 8 Sep 17

Hansard and Fidelity unveil retail client risk profiling tool

Isle of Man-based savings provider Hansard International has teamed up with global asset manager Fidelity International to launch a tool to help financial advisers identify the risk profile of retail clients.

Europe | 7 Sep 17

Franklin Templeton launches smart beta ETFs for Europe

US fund giant Franklin Templeton launched its first range of exchange traded funds (ETFs) for European investors on Friday, chosing four global equity smart beta products to lick off the offering.

Best Practice | 7 Sep 17

Conflict of views on offshore bond IHT rules vexes adviser

Two international life companies gave conflicting views on the tax treatment of offshore bonds to chartered financial planner Patrick Murphy, of Zen Wealth, in his quest to offer fee-based advice for his UK domiciled clients who have been tax resident in Spain for 10 years.

Asian investment bank gains Ucits licence

Industry | 7 Sep 17

Zurich names Peter Huber as CEO of international business

Peter Huber has been appointed chief executive of Zurich International, bringing together as one team the insurer’s international life businesses in the Middle East and Isle of Man and Zurich International Corporate Solutions, including Zurich Eurolife.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.