PEOPLE MOVES: Primetime, Pinebridge, Kleinwort Hambros
A senior Prudential director has jumped ship to head up Primetime Retirement, while Pinebridge Investments has poached a State Street Global Advisors regional chief executive to become its chief operating officer and a series of senior changes has been announced at Kleinwort Hambros.
Assets break £50bn at Jupiter as net flows soar
Assets at Jupiter Asset Management soared past the £50bn mark in 2017, the firm’s latest trading update reveals.
Could Mifid II spark a market downturn?
The rule requiring managers to report any 10% fall in a portfolio to clients will do little to discourage the buy high/sell low mentality of the man on the street, but, that said, it remains unlikely that Mifid II will push markets into a downward spiral.
Robo-adviser launches in Switzerland
Digital wealth manager Scalable Capital has added to its UK, Germany and Austria offering by opening an office in Switzerland.
Best Practice | 11 Jan 18
10 steps to avoid being hit with 40% IHT in 2018
With inheritance tax payments hitting a record high at the end of 2017, the new year is a good time for advisers to ensure that clients are being as tax efficient as possible when passing on wealth to future generations, law firm Collyer Bristow has advised.