Darren Jones departs Guardian Wealth to join deVere
Guardian Wealth Management’s training and technical director, Darren Jones, has left the company to join deVere Group in a similar role.
Middle East
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Wealth adviser plots 2018 Dubai growth
Despite increasing client acquisition by 34% last year, Arbuthnot Latham Dubai chief Paul Millar is not resting on his laurels.
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‘Unlimited fines’ on the way for offshore tax evaders
Prison sentences and “unlimited fines” are two draconian penalties HM Revenue & Customs (HMRC) will have at its disposal from next week for UK taxpayers who evaded tax through offshore means in tax year 2017/18.
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Wealth adviser grows Dubai client acquisition by 34%
London-headquartered Arbuthnot Latham boosted client acquisition in Dubai by more than a third over 2017.
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PEOPLE MOVES: Marlborough, CISI, State Street
Marlborough hires a head of business development from Brooks Macdonald, the Chartered Institute for Securities & Investment appoints a board chairman, while a former Blackrock employee joins State Street to head ETF model portfolios.
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Momentum Wealth and Provisca part company
Guernsey-based platform Momentum Wealth International is bringing its marketing and distribution back in-house and has ended its contract with Provisca, which had been providing these services.
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TAKAUD DIFC says well positioned for great market prospects
Dubai International Finance Centre-based Takaud Savings & Pensions (DIFC) Ltd, a wholly owned subsidiary of the Bahrain-based Takaud Savings and Pensions B.S.C. (c), said there is a critical need in the region for professional advice on pension planning, pension scheme design and scheme administration technology that should be addressed by the financial industry.
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Dubai adviser facing court date
Dubai adviser Neil Grant, who was convicted of operating without a licence, is to be pursued in the UAE’s civil courts.
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PEOPLE MOVES: WHIreland Int’l Wealth, AIA and HANetf
WHIreland hires a PWC partner as non-executive chairman, AIA Singapore announces its next chief technology adviser while HANetf appoints a former Blackfriars employee as director of operations.
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EU announces first blacklist sanctions
The EU Commission has sent a “wake-up call” to those on its blacklist for non-cooperative tax jurisdictions, announcing its first sanctions to counter their “aggressive tax practices”.
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Liquidation date set for Guardian Wealth Management Qatar
Qatar’s International Court has served a notice on Guardian Wealth Management Qatar LLC, setting a hearing date of Tuesday 24 April for the liquidators just over two years after the international adviser firm decided to exit the independent emirate state.
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Mike Coady joins Swiss Global Group with immediate effect
Swiss Global Group has named Mike Coady as its global sales director, based in Dubai with immediate effect.