Regions
Isle of Man-based firm partners with adviser trade body
Financial services firm also has an operation in Malta
Vontobel acquires Swiss firm’s US private client portfolio
The duo have also entered into a cooperation agreement about recommending clients
Concerns DIY retirement planning is on the rise
Only 32% of Brits accessing pension freedoms used an adviser
Pension tax issues to be tackled by HMRC-led industry group
Move follows guaranteed minimum pension equalisation for men and women