News
Advisory firm PWS shuts Qatar office, to expand in Barcelona
Middle East advisory firm Prestige Wealth Solutions (PWS) has decided to close its Qatar office following the completion of its annual strategic business review.
Tax & Regulation | news 3 Apr 17
UK wealth managers refused FCA opt out from Mifid ‘taping’ rule
New rules to force UK wealth managers to tape telephone calls with clients will not apply to smaller advisory firms, the FCA revealed on Friday.
Lack of data ESG’s biggest challenge
Lack of robust data and reporting standards hinders ESG implementation, according to Lou Maiuri, executive vice president at State Street.
‘Friendly’ markets a boon for European fund flows
Morningstar data shows European equity funds saw net inflows of €3.4bn (£2.9bn, $3.6bn) in February with equity ETFs performing well on the back of positive markets, with net inflows of €6.4bn.
Retirement | news 31 Mar 17
Gibraltar shuns flexible access in surprise Qrops twist
Gibraltar will not drop its rule that 30% of a Qrops fund can be taken tax free despite a widespread industry view that HM Revenue & Customs requires full flexible access for all qualifying schemes.