United Kingdom

Best Practice | 8 Jan 18

While the pace of change may differ between clients, for the future of ESG investments the only way is up. So, how at risk are the funds or wealth managers that do not manage to move to a full ESG-process across a client’s entire portfolio?

Companies | 8 Jan 18

Emerging markets pioneer Mark Mobius will be stepping down as executive chairman of the Templeton Emerging Markets Group (TEMG) and formally retire from Franklin Templeton on 31 January.

Best Practice | 5 Jan 18

Investor interest in tax-efficient Enterprise Investment Scheme (EIS) funds, run by HM Revenue & Customs, is expected to rise despite managers being forced into higher-risk investments as a result of recent rule changes.

Best Practice | 5 Jan 18

The UK Government is raising awareness of the signs of money laundering and the risks firms and professionals face if caught facilitating or failing to reporting financial crime.

People Moves | 4 Jan 18

HSBC Private Banking has expanded its High Net Worth team, appointing Sam Ward as a senior relationship manager, and making several appointments from within HSBC.