PEOPLE MOVES: Allianz GI, 7IM, Close Brothers
C-suite shake-ups at German firm, investment manager and asset management company
Regions
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Overlooking female clients costs industry $700bn a year
Retail and wealth products are not ‘consistently designed for women’s financial lives’
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South Africa asset manager founder dies
Allan Gray passed away from a heart attack over the weekend
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Brits taking unconventional routes to talk about finances
Some 4.2 million would engage with their social media followers or chat to a taxi driver
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Legal view on UAE commission cap
Law firm expects separate set of rules dealing specifically ‘with advisers and individual sales personnel’
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Editor’s diary – notes from Hong Kong
Does the footage on the news really depict what’s happening on the ground?
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Wealth of Asian billionaires drops sharply
Total assets of Apac’s super-rich fell 8% to $2.5trn
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M&A drive expected to boost UK advice firm revenue by 50%
As it focuses on ‘organic growth and cash generation’ following its acquisition spree
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Aisa opens Cyprus office
Four members of the group hold the CySEC advanced investment exam
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IFAs say inheritance tax complexities hinder client interaction
As Sipp provider admits death benefits are top technical challenge for advisers
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Swiss bank fined HK$400m for overcharging on fees
Some 5,000 client accounts in its Hong Kong wealth arm were affected
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Over 25% of Brits believe they need £100k to seek advice
Majority think independent financial advice provides the best returns for their money