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United Kingdom

Technology | 27 Sep 24

Mallowstreet launches AI tool built for wealth, asset managers to analyse meetings

‘SOFI’ helps clients save time, check messaging, improve delivery, monitor performance, capture questions

Tax & Regulation | 26 Sep 24

Labour crackdown on non-doms may raise no money says Guardian report

James Quarmby who is partner of Stephenson Harwood, commented on ‘why this Guardian article is significant

Tax & Technical | 26 Sep 24

 Residence based IHT ‘expansion of the net’ on the cards says QB Partners’ Gerry Brown

It is unlikely that there will be any major shift in government approach

Tax & Regulation | 25 Sep 24

Will capital gains tax increase in the UK Budget?

There is speculation it could be a target in the Budget on 30 October

Europe | 25 Sep 24

Robeco launches new ‘flexible’ multi-asset strategy

It has an ‘outcome-focused’ approach by targeting cash plus 4% on an annual basis

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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.