Expat advice company opens office in Bordeaux
It will be headed up by senior advisers Jean Pierre Çarçabal and Malcolm McDowell
Industry
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Pension savings increase following LTA scrapping
Some 23% of higher rate taxpayers are delaying retirement to save more
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Over 5,000 families reclaimed overpaid inheritance tax last year
With 1,000 families already reclaiming in 2023/24
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Half of Europe’s asset managers yet to achieve 40% female representation on boards
Though boardrooms have ‘visibly evolved’, according to EY Investors Boardroom Monitor
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Advice tech market lacks ‘effective collaboration and integration’
IA speaks with Fintel joint chief executive Matt Timmins about the progress of technology in the industry
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What advisers need to know about the Isle of Man life industry
Market is ‘mature’ and ‘self-confident’
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Lombard Odier eyes office in DIFC
Swiss private banking giant said it is in the process of obtaining a licence to set up in the centre
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Retirees need ‘mix and match’ approach to income planning
Combining annuities with other retirement planning products can help individuals meet their income needs
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UK MPs launch inquiry into sexism in financial services
As they explore whether careers in the industry should be marketed to a more diverse base of individuals
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PEOPLE MOVES: EFG Int’l, Old Mill, Omnis Investments
Financial services group names CEO of private bank, as wealth manager makes c-suite change
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Waverton Sterling Bond most viewed among advisers
While inflation protection searches ‘barely register’, acccording to Square Mile’s Market Intelligence report for Q2
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Half of Brits are intimidated by investing
More than a third ‘baffled by jargon’