Tax & Regulation | 19 Jun 13
hk regulator suspends former hsbc adviser
The Hong Kong Monetary Authority has suspended a former HSBC adviser for three years over misselling an investment linked insurance scheme (ILAS).
Retirement | 19 Jun 13
boal and co launches gibraltar qrops
Isle of Man-based Boal & Co has launched its first Gibraltar QROPS after "extensive research" to give advisers multi-jurisdictional choice for their clients.
Profiles & Comment | 17 Jun 13
made to measure solution life trends
Since the RDR, portfolio planning has become much more bespoke, and Mark Hayhoe from Aegon Ireland says offering an alternative approach to tax-efficient investing can really cut a dash.
eu commission pushes for wider tax disclosure
The European Commission has today proposed extending the automatic exchange of information between member states, claiming that the new requirements will go further than FATCA in tackling tax evasion.
Alternatives | 11 Jun 13
coral student portfolio invests 60m in global fund
Coral Student Portfolio has partnered with overseas family office firm Capital Values Group to make a $60m phased investment to a $200m fund.