Relationship manager banned by Dubai regulator
He provided false account statements and forged a client’s signature
Author: Cristian Angeloni
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UK, EU to cooperate and share information in no deal Brexit
Eiopa, the FCA the PRA and the Bank of England will ‘keep the door open’ for communication
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When diversity means business
The financial services industry has won the ‘philosophical battle’ on representation, but what’s next?
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Crown dependencies fight UK-mandated public registers
British parliament trying to force jurisdictions to create open beneficial ownership registers
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Investment duo to create Jersey private wealth business
They will also provide investment advice in the Channel Island
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Brits’ pensions to be protected even after ‘no deal’ Brexit
UK parliament endorsed an amendment to protect expats’ social security in the EU
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Financial planner unveils IoM product for SA expats
Some South African expats could face tax bills of up to 45% of their earnings from March 2020
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How to target age-based investment offerings
With differing values and priorities, financial advisers need to keep up with changing needs
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UK investors most defensive in Europe
British investors’ expectations ‘dramatically low’, while Europeans are more optimistic
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PEOPLE MOVES: Nedbank PW, Columbia Threadneedle, Pinebridge
Resignation at the top for Columbia Threadneedle moving to L&G role
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SJP records growth in funds despite asset price falls
‘Challenging markets’ did not stop the wealth manager’s profits
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Brits unaware of who will benefit from their retirement policy
Most believe that a will is sufficient, but pensions are not part of a person’s estate