Cross border investors’ tax bind to end in EU
The EU has pledged to simplify cross border investing with new guidelines on withholding taxes.
Belgian robo-adviser joins forces with financial news media
A Belgian robo-advice firm is combining financial news with a portfolio builder to give readers access to investment opportunities.
UBS man connected to Baer hot seat
Veteran private banker Jürg Zeltner, UBS’s wealth management chief excluding North America, has been touted as Boris Collardi’s successor as chief executive of Julius Baer.
Manulife targets 474 million Chinese customers
Manulife is to join forces with the Agricultural Bank of China to explore potential business opportunities in retirement and related businesses in China.
Latest news | 12 Dec 17
LatAm advice industry ‘picking up speed’
The advice market in Latin America is picking up speed, according to Temenos’ regional director Enrique O’Reilly who sees three key trends backing up a positive economic picture.