News
Tax & Technical | news 13 Jun 18
Almost half of wealthy Britons eyeing expat status
Tax is a top concern for the UK rich with two in five saying they would emigrate in the wake of significant tax increases.
Swiss banking secrecy laws ‘not doomed yet’
Plans to scrap a class of anonymous shares in Switzerland have been met with fierce opposition and will likely not be passed into law, as three out of four of the nation’s major political parties have criticised the idea.
Advisers ditch plans to shrink active allocations
Global financial advisers have backtracked on plans to decrease their active exposure, instead marginally increasing allocations, according to a survey by Natixis Investment Managers.
PEOPLE MOVES: Ashburton, Brewin Dolphin, Sanlam
Ex-UBS man to lead Ashbuton’s international business, Brewin Dolphin hires from gold dealer to lead new London office and Sanlam recruits from Jupiter for UK regional sales role.
Adviser cracks during interrogation with regulator
A financial adviser who forged qualification documents has been banned after he cracked during a “compelled interview”.

