Financial planning firm sold to employees
Staff in line to receive annual bonus following change in ownership
Author: Cristian Angeloni
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Allianz ends Spanish joint venture with Santander
Deal saw life insurance, pensions, asset management and non-life products distributed in Spain
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Anti-money laundering regulator inundated with reports
With too many ‘low-quality’ submissions undermining enforcement work
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Five Zurich funds added to Aegon platform
They were previously only available via the Swiss insurer
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HMRC given power to issue third-party notices globally
After tribunal ruled the UK taxman can demand information from non-residents
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Hollywood actor invests in financial literacy app for teens
Digital tool aims to teach young people how to manage their finances
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Wary investors sitting on ‘piles of cash’ scared to open up
IA spoke to the newly formed Attitude Financial Services about advising LGBT clients
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Crown dependencies bow to EU pressure on public registers
Despite fighting UK parliament’s efforts to impose them
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Bermuda fines trust provider over money laundering failures
Firm did not address its ‘deficiencies’ within the timeframe given by the regulator
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PEOPLE MOVES: Columbia Threadneedle, Saunderson House
Asset manager appoints Emea CEO, while former top politician joins wealth manager investment committee
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MFS plans further expansion in Italian retail market
As the firm signs partnership with Deutsche Bank in the country
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US expats in France win tax battle against IRS
They will be refunded overpaid tax that shouldn’t have been charged in the first place