People Moves | 3 Jul 13
sargent joins kleinwort from coutts
Kleinwort Benson has appointed David Sargent to the newly created role of executive private banker in its private wealth management international team.
lmim adviser group raises concerns over loan
Advisers acting for investors in the stricken range of LM Investment Management property funds, has raised concerns over the sale to Goldman Sachs of A$1.6bn of ‘non-core’ assets by a company with a first mortgage charge over a key investment property.
People Moves | 3 Jul 13
patrice dussol joins oddo
Oddo Asset Management has appointed Patrice Dussol as co-country head in charge of German-speaking Switzerland in the company’s drive to strengthen its presence in the country.
North America | 3 Jul 13
half of all asset managers confused by fatca
The majority of asset managers polled in a recent survey have admitted they are still unclear about the requirements of the Foreign Accounts Tax Compliance Act (FATCA) despite the cut off period for compliance now less than six months away.
Retirement | 3 Jul 13
hmrc apologises over qrops list mistake
HM Revenue & Customs has published a 30-word apology for releasing an incorrect list of QROPS yesterday which had more than 430 schemes missing and caused widespread confusion within the industry.