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United Kingdom

Investment | 2 May 24

Evenlode Investment achieves B Corp™️ status

Its employee ownership structure was an important driver behind its highest score in the workers section of the assessment

Investment | 2 May 24

Dynamic Planner boosts DFM model portfolio research capabilities

Past performance for over 900 DFM MPS solutions currently risk profiled has been added

Financial planning | 2 May 24

HSBC Life UK launches inheritance tax calculator for advisers

Advisers can select a range of options including current IHT liabilities for clients and future liabilities based on increased asset values

Asia | 1 May 24

Canaccord Genuity WM names David Muncaster for newly-created international distribution role

He will cover UK distribution, Guernsey, Jersey, and the Isle of Man and oversee the international sales in Europe, Middle East, and Asia.

Retirement | 1 May 24

Pension Scam Industry Group launches consultation to determine its future

The consultation from 1 May to 31 July 2024 is aimed at pension trustees, advisers and administrators as well anyone else with an interest

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

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.