KW Wealth launches ethical portfolio range
Move comes despite limited number of suitable actively-managed fund choices
Author: Sam Shaw
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Hong Kong gains pace with regulatory shifts
Mark Christal, chief executive officer of Hong Kong for Old Mutual International, part of Old Mutual Wealth, on the shifting sands of Hong Kong’s regulatory landscape, its impact on all participants in financial services within the region, and the challenges facing product providers, advisers and end clients.
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Brooks Macdonald: A model for growth
Brooks Macdonald has been developing its proposition for international advisers for the past three years. Richard Hughes discusses how its consultative approach has led to the development of significant adviser partnerships across key jurisdictions.
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Lombard Int’l takes a bite out of the Big Apple
Lombard International has opened its first office in New York City, identifying it as a key financial centre for new and existing clients.
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Julius Baer adds five heavy hitters in Guernsey
Swiss private banking group Julius Baer has strengthened its Channel Islands offering by adding five heavyweight private banking and investment management professionals to its Guernsey operation.
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Panama papers claim first scalp
The political fallout of the leaked Panama Papers surged ahead as Iceland’s prime minister became the first global government casualty and David Cameron found himself under intense scrutiny.
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Pensions freedoms positivity a boon for financial advice
Changes to UK pension rules, implemented a year ago, have boosted the retirement confidence of over a third (34%) of those retiring in 2016. As a result, nearly a third (31%) are more likely to seek financial advice, indicating a future win for retirement planners.
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NN IP launches absolute return factor investing fund
NN Investment Partners has launched a Luxembourg-based multi asset absolute return fund using a strategy that allocates to multiple factors across different asset classes.
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Panama papers fallout: the industry reacts
The offshore financial advisory, wealth management and life office sectors should remain unharmed by the “uninformed hysteria” surrounding the Panama Papers, industry reaction has suggested.
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HMRC crackdown nets big CGT haul
HM Revenue & Customs (HMRC) has collected more than £150m ($213m, €188m) following a crackdown on unpaid capital gains tax (CGT) over the past 12 months.
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Document leak ‘biggest ever blow to the offshore world’
Around 11.5 million leaked documents from a Panama-based law firm have exposed the offshore holdings of politicians, sports stars and public officials around the world.
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UK academies launch best practice workshops
With advisers scrambling to stay up-to-date with an ever-changing market, SimplyBiz and Bankhall have both announced that they will host UK workshops aimed at supporting advisers’ ongoing development.