PEOPLE MOVES: DWP, Transamerica Life Bermuda, T Rowe Price
Guy Opperman is back at the Department for Work and Pensions, as insurer makes c-suite change
Middle East
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UAE unveils tax residency criteria
Legislation is a ‘logical step’ towards a global compliance framework
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Will the ‘golden pension scheme’ help expats retire in the UAE?
Clients usually have to ‘weigh up complex and often fee-laden solutions’ to plan for later life
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UAE ruling sets precedent for expat divorces
It has opened up the possibility of having a choice of jurisdiction
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40% of HNWs globally do not have formal inheritance plan
Inadequate strategies ‘can be costly and could lead to unresolved family conflict’
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PEOPLE MOVES: Hargreaves Lansdown, Schroders PW, UBS
CEO to retire from investment firm, as advice group names chief technology officer
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HSBC sets up private banking hub in UAE
It will offer wealth management services to clients with investable assets of over $2m
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Dubai fintech rolls out investment app
In a bid to help people save more towards their retirement
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Rise in US expats flocking to Portugal ‘impossible to ignore’
Gavin Pluck and John Westwood spoke to IA about Blacktower’s expansion plans
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PEOPLE MOVES: Syz Capital, AllianceBernstein, L&G
Swiss company names managing partner, while investment firm hires director of Italian distribution
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Does ESG have a place in the UAE advice sector?
Most wealth managers expect going green will help them grow over next three years
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PEOPLE MOVES: Equiom, Allspring Global Investments, Deutsche Bank
Financial services provider makes c-suite change, as independent asset manager names Singapore CEO