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Zurich

Zurich ordered to pay £223k over IHT advice to British expat

Tax & Regulation | 6 Jan 17

Zurich ordered to pay £223k over IHT advice to British expat

A UK judge has ordered Zurich to pay damages of £223,000 ($275,211, €261,185) over wrong advice given to a British expat looking to reduce her inheritance tax (IHT) liability.

Zurich launches UK adviser platform with multi-application tool

Best Practice | 5 Jan 17

Zurich launches UK adviser platform with multi-application tool

Insurance giant Zurich has launched a protection platform where UK advisers can apply for multiple policies in one application.

How advised assets outperform DIY financial planning

Middle East | 22 Dec 16

How advised assets outperform DIY financial planning

Those clients who benefit from having a financial adviser have better performing assets in their portfolios than those who go it alone, says John Astrup, savings and investment propositions manager, Zurich International Life, Middle East.

PEOPLE MOVES: Zurich, MBMG, Close Brothers

People Moves | 1 Dec 16

PEOPLE MOVES: Zurich, MBMG, Close Brothers

A Zurich stalwart has been hired to the Middle East to head up the life insurer’s retail distribution team, while Bangkok-based advisory firm MBMG announces a departure. Close Brothers appoints a new business development director, who will work closely with UK advisers.

Charles Taylor agrees to buy Zurich’s closed book

Companies | 24 Nov 16

Charles Taylor agrees to buy Zurich’s closed book

Isle of Man-based Charles Taylor has agreed to buy one of Zurich’s closed book of international life assurance business as well as Allied Dunbar International Fund Managers.

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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.