Wealth Management
Tax & Regulation | 31 Dec 15
Investor immigration schemes draw rising interest in 2015
Investor immigration programs have been growing in popularity around the world, while governments have sought to constantly adjust their requirements to the increased demand.
Retirement | 23 Dec 15
Top five challenges to affect UK advisers in 2016
Clapton Consultants, a chartered accountancy practice supporting small IFAs, gives its view of the top five challenges facing the sector in 2016.
Sun Life closes part of wealth product range
Sun Life Financial International, part of Canada’s giant Sun Life Financial Inc, said it will no longer accept new applications for two of its key wealth products — Sun Secured Advantage Plus and Sun Investor.
Brewin’s wealth head Ford focusing on growth
Brewin Dolphin’s head of wealth and investment management Stephen
Ford applies two key principles when running money: he believes integrity is
paramount and that financial services is as much about people as performance.
WH Ireland expects “substantial fine” from FCA
UK wealth manager WH Ireland said it is likely to face “a substantial fine imposed by the FCA,” following a Financial Conduct Authority review.