News
Best Practice | news 3 Mar 17
Understanding estate planning in France
Estate planning in France is made far more challenging by ‘forced heirship’ succession law and inheritance tax rates of up to 60%, explains Jason Porter, director of European IFA firm Blevins Franks. The regime is particularly daunting for complex family situations.
Canaccord Genuity expands in IoM with Duncan Lawrie deal
Canaccord Genuity Wealth Management, part of Canada-based financial services group Canaccord, has bolstered its presence in the Isle of Man by snapping up more than 100 client portfolios from former wealth manager Duncan Lawrie Private Bank.
Do Hong Kong investors receive value for their fund fees?
Some of the most expensive funds available to Hong Kong investors deliver less than stellar returns.
Unigestion sees intermediary market as key growth area
Boutique asset manager Unigestion is looking to grow its presence in intermediary markets by expanding its relationship with Allfunds Bank.
Best Practice | news 2 Mar 17
Global transparency drive may catch more firms than Fatca
A lot more financial institutions could find themselves caught by the Common Reporting Standard (CRS) requirements despite being exempt from Fatca reporting, Allan Wilkinson, associate director of chartered accountancy firm Buzzacott, has warned.