Financial planning

Banking | 8 Apr 24

Julius Baer International gains CISI chartered firm status

Criteria for achieving this status includes at least 50% of staff in their core area must be individually chartered with CISI

Best Practice | 8 Apr 24

Nearly two thirds of HNWIs are unaware of the size of their pension pots

Women were less familiar with their pension pots than men on average

Europe | 5 Apr 24

Cyprus investment firms warned to be ‘complete, truthful’ when advertising in Portugal

The advertising they carry out must include their ‘entity identification’, regardless of channel used

Asia | 5 Apr 24

HMRC reveals QROPS transfer changes in 11th hour lifetime allowance abolition update

Technical changes made through a second set of regulations will be effective from 6 April 2024

Companies | 3 Apr 24

Dubai-headquartered Hoxton Capital Management hits $1.6bn AUM

The company has grown to 300 staff, with offices in the UAE, UK, USA, Europe, Australia and South Africa