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Industry

UK IFA banned over advice to invest £12m in store pods

Retirement | 10 Apr 17

UK IFA banned over advice to invest £12m in store pods

A former UK adviser has been banned from being a director for nine years after his now collapsed IFA firm gave advice to over 300 clients to invest £12m (€14m, $14.8m) in unregulated investments in storage units.

Alibaba-backed robo-adviser Youyu launches in Hong Kong

Asia | 10 Apr 17

Alibaba-backed robo-adviser Youyu launches in Hong Kong

Hong Kong-listed Yunfeng Financial Group’s has launched a direct-to-consumer robo-adviser Youyu.

OMI’s Kenny on the high net worth ‘sweet spot’

Life | 10 Apr 17

OMI’s Kenny on the high net worth ‘sweet spot’

Peter Kenny of Old Mutual International talks to International Adviser about the Isle of Man-based life company’s move into the high net-worth arena and the challenges and opportunities to come.

Key Republicans lobby US Treasury to repeal Fatca

North America | 7 Apr 17

Key Republicans lobby US Treasury to repeal Fatca

Two senior Republicans have called on the Trump administration to commit to repealing the Foreign Account Tax Compliance Act (Fatca) as they announce plans to overturn the legislation.

Sipp provider Liberty reports massive 87% rise in assets

Retirement | 7 Apr 17

Sipp provider Liberty reports massive 87% rise in assets

Liberty Sipp, a UK provider of self-invested personal pension schemes (Sipps), has increased its assets under management by an astonishing 87% over the last year.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.