Quilter Cheviot launches service for ‘Big Four’ employees
Workers at Deloitte, KPMG, EY and PwC are eligible
Deloitte
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Increasing investor engagement with personalised behavioural interventions
Oxford Risk’s Greg Davies writes how technology can help advisers adopt a more personal touch with investors
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Will Luxembourg’s exit tax impact capital gains?
Deferral regime no longer on the table
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STM skilled person review costs hit £0.3m
The group has implemented all recommendations made by Deloitte
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PEOPLE MOVES: SJP, Artemis, BlueBay
International wealth management group St James’s Place makes several changes to its range of funds, Artemis appoints Jasper Berens, former JP Morgan Asset Management UK head, to take over its head of distribution and Martin Currie poaches from Blackrock.
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Luxury asset structuring a major opportunity in Asia
Swathes of Asia’s greatest family fortunes held in alternative assets like fine art or watches are being overlooked by financial planners, according to an experienced trustee.
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PEOPLE MOVES: HMRC, Deloitte, StanChart
HMRC’s most senior tax professional is to retire, while Deloitte has poached a senior commissioner from the US Internal Revenue Service, and Standard Chartered Private Bank has hired two veteran private bankers in Asia.
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Deloitte launches regulatory and investor reporting service
Business advisory firm Deloitte has launched a new service targeting investment managers, banks and insurance firms struggling to navigate the growing wave of complex marketing regulations and tax rules.
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MiFID II costs will create a ‘squeezed middle’, predicts Deloitte
MiFID II will have significant and wide-ranging implications for the strategy, operations, conduct, and governance of a wide range of firms in Europe, even ahead of its implementation on 3 January 2017, according to Deloitte.
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New tax disclosure amnesty for Finland
Finland is on course to introduce new rules for a temporary amnesty allowing voluntary disclosure of undeclared foreign investment income.
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Hargreaves Lansdown poaches CFO from IG Group
UK advice firm Hargreaves Lansdown has poached IG Group’s chief financial officer just weeks after the financial spread-betting firm’s chief executive announced his retirement.
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Hong Kong Singapore wealth centres catching up
Even as Switzerland remains the worlds largest wealth management centre, other locations such as Hong Kong, Singapore and the US are also catching up rapidly, according to research from Deloitte.