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News

Wealth managers underestimate HNWI appetite for robo-advice

Industry | news 17 Jun 15

Wealth managers underestimate HNWI appetite for robo-advice

Wealth managers are significantly underestimating the propensity of ultra high net worth individuals to make use of automated advice services, the World Wealth Report 2015 shows.

Osborne reveals £1bn withdrawn since UK pension reforms

Retirement | news 17 Jun 15

Osborne reveals £1bn withdrawn since UK pension reforms

Thousands of UK savers have collectively withdrawn more than £1bn from their pension pots after new freedoms were introduced in April.

Macquarie agrees compensation for wrap platform users

Tax & Regulation | news 17 Jun 15

Macquarie agrees compensation for wrap platform users

Macquarie Investment Management, the asset management arm of Australia’s Macquarie Bank, is to refund over A$5.5m (£2.68m, $4.2m) to around 2,300 clients for errors on its wrap platform.

Advisers told to delay QROPS transfers as HMRC suspends list

Retirement | news 17 Jun 15

Advisers told to delay QROPS transfers as HMRC suspends list

Advisers have been “strongly advised” to exercise caution around QROPS transfers until HMRC lifts its suspension of the overseas pensions list, with the Revenue suggesting that schemes will be missing upon its return.

BNP poaches Schroders multi-asset man

Products | news 17 Jun 15

BNP poaches Schroders multi-asset man

BNP Paribas Investment Partners has enhanced its multi-asset offering with the recruitment of Matt Joyce as portfolio manager.

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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.