sanlam lowers charges on offshore bond
Sanlam Global Investment Solutions has decreased the charges on its Global Investment Plan offshore bond, which it launched into the UK last year.
Author: International Adviser
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who wants to join the naming and shaming club
As we await the outcome of a consultation on the naming and shaming of tax avoiders, Baker Tillys head of tax risk and investigation, Mike Down, reflects on the strategy so far.
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insurance policies taken outside uk for tax
Clients who take a UK insurance policy outside the UK under seal may no longer benefit from savings of up to 40% on their inheritance tax bill.
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opposition forces postponement
Maltese government officials have been forced to postpone implementation of a controversial scheme that would permit high net worth individuals from outside the European Union to become Maltese and thus EU citizens, in exchange for paying a set fee.
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Gillan to hand Edinburgh Dragon to Lim
Andrew Gillan has decided to leave Aberdeen Asset Management, handing over his Edinburgh Dragon investment trust to Adrian Lim. He is understood to be joining Henderson.
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meps scrap proposed 200 cap on advisers
The European Parliament has scrapped plans to introduce a cap of 200 on the hourly rate an adviser can charge clients, after pressure from bodies representing advisers and the life industry across Europe.
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nordea an establishes singapore sales team
Nordea Asset management has established its first distribution team in Singapore.
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the acuma deal in nigel greens own words
There has been much speculation about the purchase by deVere earlier this year of UAE wealth adviser Acuma. Here deVere CEO Nigel Green explains the deal.
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funds to watch in the global natural resources
Commentators have recently been split on whether the commodities super-cycle is over, with McKinsey noting recently that talk about the death of the super-cycle appears premature, writes Cyrique Bourbon, senior portfolio manager at Morningstar OBSR.
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the fcas 100k social media bill
The UK’s Financial Conduct Authority has spent more than £100,000 on social media, clocking up its bill by training staff on Twitter and Facebook as well as monitoring and analysing online platforms.
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alfi survey gives picture of Luxembourg
Real estate investment funds come in about as many shapes and sizes as the entities that comprise the asset class they invest in, but a new survey by the Association of the Luxembourg Fund Industry reveals what the average Luxembourg-domiciled REIF might look like.
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have you considered peer to peer finance
Peer-to-peer lending is becoming a serious investment asset class, and financial advisers should be taking note, says Christian Faes co-founder of LendInvest.