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News

IoM global commission disclosure still two years away

Tax & Regulation | news 16 Jan 17

IoM global commission disclosure still two years away

Life companies based on the Isle of Man will have to disclose client commission worldwide from January 2019, the head of the Isle of Man Financial Services Authority (IoMFSA) has confirmed.

SJP faces backlash for escaping 1% exit charge on pensions

Best Practice | news 16 Jan 17

SJP faces backlash for escaping 1% exit charge on pensions

St James’s Place, one of Britain’s biggest wealth managers, has come under fire over claims it will not be caught by an incoming cap on exit charges.

Optimus launches Qnups aimed at UK IFA market

United Kingdom | news 16 Jan 17

Optimus launches Qnups aimed at UK IFA market

Isle of Man-based pension provider Optimus has launched a new qualifying non-UK pension scheme (Qnups) aimed at wealthy individuals hit hard by the UK’s lifetime allowance cap as well as the annual tax taper.

Investor fatigue hits absolute return funds

Equities | news 16 Jan 17

Investor fatigue hits absolute return funds

Absolute return fund flows hit their lowest level in more than two years in November. Do the fading inflows suggest investors are losing patience with an asset class that is failing to deliver on its promises?

Allianz favours short duration bonds as market volatility grows

Fixed Income | news 16 Jan 17

Allianz favours short duration bonds as market volatility grows

Interest rate volatility has spiked and investors are urged to stay away from bonds with long maturities, especially in developed markets, according to Allianz Global Investors’ chief investment officer, Malie Conway.

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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.