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News

Citigroup fined for overcharging 60,000 clients for advice

North America | news 27 Jan 17

Citigroup fined for overcharging 60,000 clients for advice

Citigroup Global Markets has agreed to pay $18.3m (£14.5m, €17.1m) to settle charges in the US that it overcharged around 60,000 clients £18m for advice and misplaced contracts over a 15-year period.

Europe offers investors great opportunities, says Fidelity’s McQuaker

Equities | news 27 Jan 17

Europe offers investors great opportunities, says Fidelity’s McQuaker

A pickup in growth and earnings on the horizon in Europe offers investors could outweigh the political risks that many have focused on leaving its markets undervalued, according to Fidelity International’s Bill McQuaker.

Companies | news 27 Jan 17

PEOPLE MOVES: Standard Life, Quilter Cheviot, Crowe CW

Standard Life’s chief executive for UK and Europe Pensions and Savings is to retire, with Quilter Cheviot’s chief executive announcing similar plans. Audit, tax and advisory firm Crowe Clark Whitehill sadly announced on Friday that its national head of private clients has died.

HMRC under fire for £1bn fall in wealthy tax take

Tax & Regulation | news 27 Jan 17

HMRC under fire for £1bn fall in wealthy tax take

HM Revenue & Customs has come under attack for not explaining a near £1bn (€1.17bn, $1.25bn) drop in income tax receipts from high net worth individuals in a scathing new report by a UK parliament select committee.

Fee-based 1% model ‘overcharging’ UK clients, study finds

Best Practice | news 27 Jan 17

Fee-based 1% model ‘overcharging’ UK clients, study finds

UK consumers are being overcharged by advisers who levy a percentage point fee on the value of the assets a client invests, with too much money going into the pockets of wealth managers, according to a new report by Capital Asset Management.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

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.