sargent joins kleinwort from coutts
Kleinwort Benson has appointed David Sargent to the newly created role of executive private banker in its private wealth management international team.
Author: International Adviser
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lmim adviser group raises concerns over loan
Advisers acting for investors in the stricken range of LM Investment Management property funds, has raised concerns over the sale to Goldman Sachs of A$1.6bn of ‘non-core’ assets by a company with a first mortgage charge over a key investment property.
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patrice dussol joins oddo
Oddo Asset Management has appointed Patrice Dussol as co-country head in charge of German-speaking Switzerland in the company’s drive to strengthen its presence in the country.
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half of all asset managers confused by fatca
The majority of asset managers polled in a recent survey have admitted they are still unclear about the requirements of the Foreign Accounts Tax Compliance Act (FATCA) despite the cut off period for compliance now less than six months away.
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hmrc apologises over qrops list mistake
HM Revenue & Customs has published a 30-word apology for releasing an incorrect list of QROPS yesterday which had more than 430 schemes missing and caused widespread confusion within the industry.
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harlequin questions survey
Two days after a survey of some 292 investors in Harlequin highlighted significant flaws in the way many were sold their stakes, the beleaguered property firm has hit back with a statement questioning the survey’s findings and statistical relevance.
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auditor slams death bonds cheerleader
EEA Fund Management, a vocal defender of traded life policy investments, has issued an annual report of its Life Settlements Fund a year behind schedule and with a damning report from auditors included.
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coutts shifting trust operation base to jersey
Coutts & Co is shifting its “growing” international trust business to Jersey, and as part of this strategy is looking for a buyer for its trust operations in the Cayman Islands.
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hmrc admits to qrops list mistake but offers
HM Revenue & Customs has admitted to a “problem” in relation to the list of registered Qualifying Recognised Overseas Pension Schemes it published last night, which shows more than 430 schemes missing.
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natixis appoints head of international product
Natixis Global AM has appointed Chris Jackson as head of international product.
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van der wielen named head of friends lifes
John Van Der Wielen has been named chief executive of both UK and International divisions of UK insurance giant Friends Life, as divisional UK CEO David Hynam departs.
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432 schemes removed from qrops list
HM Revenue & Customs has removed 432 schemes from its list of registered Qualifying Recognised Overseas Pension Schemes.