NRI Adviser
Hong Kong’s BMP Wealth gets ‘significant’ investment for acquisitions from UK asset manager
The investment will be used to acquire adviser firms whose owners are looking to retire or leave the industry in next few years
Regulation | 28 May 24
Banking fraudster jailed over fake applications for loans and pensions
He uploaded ‘selfie’ pics which, in conjunction with stolen customer personal data seized, enabled him to bypass online verification
Financial planning | 24 May 24
II Connect captures the pre-election mood with ‘call to action’ cross-jurisdictional planning
Canada Life’s John Chew call for advisers to urgently contact their clients “in the next week”
Association of International Life Offices launches guide to its ‘wide ranging services’
AILO in Focus’ is an 18-page brochure that captures the wide range of the association’s activities in 2023
Financial planning | 22 May 24
Hoxton Capital Management reclaims over £1m for clients through tax planning
The funds primarily stem from pension withdrawals and withholding tax deductions in the UK