Latest news
Guernsey wants off tax haven blacklists
Guernsey’s lack of inclusion on the EU’s tax haven blacklist has prompted the island to call for Portugal and Lithuania to follow suit and remove it from their respective lists.
Belgian robo-adviser joins forces with financial news media
A Belgian robo-advice firm is combining financial news with a portfolio builder to give readers access to investment opportunities.
UBS man connected to Baer hot seat
Veteran private banker Jürg Zeltner, UBS’s wealth management chief excluding North America, has been touted as Boris Collardi’s successor as chief executive of Julius Baer.
Best Practice | 14 Dec 17
Landmark FCA market abuse fine hits £70,000
An Aim-listed investment company has been fined by the Financial Conduct Authority for failing to disclose inside information, the first such ruling since market abuse regulations came into force in 2016.
Advising British Steel pension transfers too risky, says SJP
Continuing to provide defined benefit pension transfer advice to members of the British Steel Pension Scheme (BSPS) could put St James’s Place “outside its risk appetite”, the firm said.


