PEOPLE MOVES: Schroders, Progeny, Ocorian
Co-heads of intermediary named at investment manager, while wealth firm opens tax service
Author: Cristian Angeloni
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Landmark ruling on foreign power of attorney
As England and Wales court recognises most orders made abroad
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AJ Bell to roll out third-party DFM models
In tandem with a retirement investment account in 2020
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Canadian independent financial adviser arrested
For allegedly defrauding 24 investors of C$2m
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Income drawdown jumps 99% in five years
With Brits withdrawing £18.5bn from pension pots in 2018/19 alone
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‘Accidental Americans’ take Fatca fight to EU
Some MEPs argued the European Commission was putting politics over citizens’ rights
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PEOPLE MOVES: Allianz GI, 7IM, Close Brothers
C-suite shake-ups at German firm, investment manager and asset management company
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South Africa asset manager founder dies
Allan Gray passed away from a heart attack over the weekend
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M&A drive expected to boost UK advice firm revenue by 50%
As it focuses on ‘organic growth and cash generation’ following its acquisition spree
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Over 25% of Brits believe they need £100k to seek advice
Majority think independent financial advice provides the best returns for their money
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Allianz buys €800m stake in Chinese life insurer
The shares will be sold by Goldman Sachs
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Singaporeans offered life insurance calculator
To help them understand the gap between their current coverage and protection needs