Inflows soften at Nucleus and Brooks Macdonald
Volatility sees platform’s net inflows drop 10% quarter-on-quarter, while DFM’s UK growth halves
Industry
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Jersey drafts law to avoid EU tax haven blacklist
Companies based in the jurisdiction will face an economic substance test
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PEOPLE MOVES: Standard Life, UBS, DWS
Standard Life Aberdeen appoint UK propositions manager, while UBS Asia appoints new president
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Adviser fines under regulatory microscope in Hong Kong
Insurance Authority eyes maximum HK$10m penalty for licensed insurance intermediaries
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Troubled Greyfriars AM sells SIPP, SSAS pension businesses
Advice firm wind up linked to failed DFM service
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Budget 2018: predictions, hopes and fears
With the Budget only a few days away, industry experts share their views on what to expect
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Rothschild & Co to get out of trust business
The family-controlled bank to focus on wealth management and private banking
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Frozen pensions for expats ‘diminish quality of life’
93-year-old pension activist to present petition to Downing Street
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AMP sells Australian life and advice business to Resolution
Company shares fell by a quarter after a deal was announced
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Gam AUM shrivels 20% following Haywood saga
Excluding Haywood’s fund range, net outflows were CHF5.3bn
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Women account for 40% of global wealth, says Credit Suisse
Investment bank’s Global Wealth Report includes chapter on women and wealth for first time
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Annual drawdown review should consider de-risking with annuity
Retirement expert Billy Burrows suggests review should consider selling down bonds for older clients