Guernsey private wealth adviser in MBO
BDO Guernsey directors in management buyout
Industry
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Zurich’s Latin America expansion heads life growth
Life business profits exceed $760m despite challenging markets in Asia and North America
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Winners and losers among UK income funds
UK equity income funds are struggling to deliver according to the latest Sanlam study
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Technology can make or break adviser/client relationships
Clunky technology “almost always reflects badly on the adviser”
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M&G Prudential demerger a ‘distraction’ as headwinds loom
Prudential shares have fallen 2% over the last six months
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Inflows drop 75% at Quilter International
£69m set aside in compensation for long-standing customers
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Bruised Beaufort clients seek refuge at The Share Centre
Execution-only broker looks to rebuild trust with distressed book of clients
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Three Asia focused robo advisers compared
Three “robos” from the crucible of wealth tech share their data versus benchmarks
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Liberty Sipp facing 500 ombudsman claims
Record profits could take an £18m hit from mass mis-selling claims
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Australia’s fee-for-no-service compensation to hit A$850m
Financial institutions have already paid out A$259.6m
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Hargreaves raises Brexit fears as founder backs ‘no deal’
Peter Hargreaves pans Brexit negotiations as the investment platform publishes its annual results
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PEOPLE MOVES: Brown Shipley, Highvern, Fairstone
Trust adds Middle Eastern family focus, chief tempts ex-colleague and IFA firm appoints from Cofunds