News
Utmost Wealth Solutions on track to hit €30bn in assets
Isle of Man-based insurer Utmost says it is on course to reach its “near-term” target of €30bn in assets under management, as it confirms the rebrand of recently acquired Ireland-based Generali PanEurope.
The Fry Group opens in Dubai
Global financial advisory firm The Fry Group has appointed a market head, Middle East as the business breaks into the region.
Should Australia introduce a UK-style restricted advice model?
With the vertically-integrated advice model under fire and the cost of financial advice being more than the average Australian is prepared to pay, could a UK-style tied model be the solution?
Investment | news 19 Jun 18
7IM assets up 14% ahead of acquisition
Seven Investment Management (7IM) ended 2017 with assets under management at £12.4bn ($16.4bn, €14.1bn), up 14% from £10.9bn in 2016.
Spanish tax inquiries triggered by common reporting standard
It is only “a matter of time” before an innocent international client is accidentally snared by the Common Reporting Standard (CRS), according to a European tax adviser with clients who have received tax investigation notifications.