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United Kingdom

Channel Islands’ stock exchange to open Isle of Man office

Companies | 10 Feb 17

Channel Islands’ stock exchange to open Isle of Man office

The Guernsey-based Channel Islands Securities Exchange (CISE) plans to open a representative office in the Isle of Man next month after rebranding as The International Stock Exchange (TISE).

Novia Financial launches DB pension transfer service

Platforms | 10 Feb 17

Novia Financial launches DB pension transfer service

Novia Financial has launched a transfer value analysis system (TVAS) service to help advisers compare the pension benefits under defined benefits (DB) schemes with the Novia self-invested personal pension (Sipp).

Openwork to launch discretionary fund management service

Investment | 9 Feb 17

Openwork to launch discretionary fund management service

Openwork is to launch a discretionary fund management (DFM) service in April that will leverage its investment proposition Omnis, which includes strategies run by groups including Woodford Investment Management, Schroders, and Threadneedle.

Disclosure is a benefit, ‘not an enemy’

Life | 9 Feb 17

Disclosure is a benefit, ‘not an enemy’

Having avoided the high commission trap, Isle of Man-headquartered IOMA Group is well placed to thrive in the new world of fee disclosure and transparency, says managing director Chris Kenning.

International Adviser

Companies | 9 Feb 17

GWM to ‘aggressively expand’ UHNW offering as Coady gets going

Guardian Wealth Management is to “aggressively expand” its ultra-high net worth client (UHNW) business, targeting UK residents as part of former deVere UK managing director Mike Coady’s new plans to grow its existing offices around the world in 2017.

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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. Site managed by Furness Media