5 steps to stay ahead of the demand for digital advice
Most clients would not hesitate to switch advisers for firms with better digital capabilities according to an EY report, which gives five tips for staying ahead of the robo-advice curve.
Author: Will Grahame-Clarke
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STM agrees to Deloitte probe
STM Group has agreed to cooperate with the regulators and allow auditors Deloitte to probe its books.
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Offshore firm bolsters Luxembourg and Mauritius offering
Jersey-based corporate, alternative investment and private client services provider Ocorian has completed its acquisition of Luxembourg and Mauritius-based MAS International.
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Robo-adviser launches in Switzerland
Digital wealth manager Scalable Capital has added to its UK, Germany and Austria offering by opening an office in Switzerland.
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Common Reporting Standard’s conflict with data human rights
The intrusive Common Reporting Standard will only be curbed if someone is prepared to sacrifice their own privacy in a test case to assert the right to privacy for everyone, according to a partner at British law firm Mishcon de Reya.
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Will 2018 see the decline of British expats in the EU?
Brexit aside, this year looks set to be the turning point when the number of British retirees living in Europe slips into decline.
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RBC Wealth plots 2018 Jersey growth
RBC Wealth Management International’s fiduciary services division is planning to expand in 2018 through the deliberate and targeted recruitment of directors with specific books.
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HSBC builds up internationally experienced HNW team
HSBC Private Banking has expanded its High Net Worth team, appointing Sam Ward as a senior relationship manager, and making several appointments from within HSBC.
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Schroders to launch global Facebook chatbot
Schroders has launched a Facebook Messenger chatbot for advisers to boost client engagement.
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IDD to be pushed back 7 months
The European Commission is to push back the Insurance Distribution Directive (IDD) by seven months to 1 October 2018.
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Celebs lose film scheme tax plea
Celebrities including Premiership footballers embroiled in the failed Ingenious Film scheme have lost their tax relief appeal with HM Revenue and Customs.
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Police probe STM despite court threat
Anti-money laundering officers are investigating STM Group in Gibraltar despite a month old court bid designed to block the police inquiry.