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United Kingdom

generali eyes uk clients with assets of 3m plus

North America | 30 Mar 12

generali eyes uk clients with assets of 3m plus

In one of the boldest moves by an offshore life company in recent years, Generali PanEurope this month will formally begin to target the UK high-net-worth and UHNWI market with a flagship portfolio product and wealth structuring services, which it plans eventually to roll out to private banks, private wealth managers and family offices around the world, International Adviser can reveal.

uk ifas and firms clash over post rdr independence

United Kingdom | 29 Mar 12

uk ifas and firms clash over post rdr independence

A huge disparity in the expectations of IFAs and their firms in the post-RDR world has been revealed by a study of the industry by CWC Research.

sanlam makes uk debut with offshore bond

United Kingdom | 28 Mar 12

sanlam makes uk debut with offshore bond

South African financial services group Sanlam is launching an offshore bond into the UK for the first time, with an option to protect against downside risk in falling markets.

state street gets deposit taking licence in jersey

United Kingdom | 27 Mar 12

state street gets deposit taking licence in jersey

State Street Corporation, the New York-listed financial services provider, has been granted a deposit-taking banking licence by the Jersey Financial Services Commission, making it the first Boston-headquartered bank to hold such a licence there.

a budget to close tax loopholes

United Kingdom | 22 Mar 12

a budget to close tax loopholes

The UKs Budget delivered yesterday by Chancellor George Osborne has seen the government clamp down on tax avoidance by Britains wealthy individuals.

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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.