Best Practice | 20 Jun 17
Fearful advisers face ‘information vacuum’ on pension transfers
Nearly all financial advisers disagree with the UK regulator’s pension transfer value analysis assumptions and are having to deal with an “information vacuum” from the UK regulator, according to veteran retirement expert Mike Morrison.
Indosuez Wealth Mgt to buy Singapore and HK private bank
Indosuez Wealth Management has started exclusive discussions with Credit Industriel et Commercial to acquire its private banking operations in Singapore and Hong Kong.
Lombard Int’l unveils joint venture life company in Mexico
Lombard International is to launch a joint venture life company in Mexico in partnership with locally-based wealth management firm Akaan.
Praemium board probe clears Ohanessian
The new board of Australia-headquartered platform Praemium has issued a robust rejection of the way newly reappointed chief executive Michael Ohanessian was ousted by the previous directors, after conducting a “comprehensive review of events”.
BNP Paribas rebrands and targets three key markets
BNP Paribas Investment Partners is targeting Germany, China and the US as the three key markets where it can accelerate sales growth significantly, the firm revealed in a 2020 strategic plan statement.