Wealth firm buys Isle of Man insurance and pension group
Deal adds around £500m in assets under management
IOMA
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Disclosure is a benefit, ‘not an enemy’
Having avoided the high commission trap, Isle of Man-headquartered IOMA Group is well placed to thrive in the new world of fee disclosure and transparency, says managing director Chris Kenning.
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PEOPLE MOVES: Standard Life, Quilter Cheviot, Crowe CW
Standard Life’s chief executive for UK and Europe Pensions and Savings is to retire, with Quilter Cheviot’s chief executive announcing similar plans. Audit, tax and advisory firm Crowe Clark Whitehill sadly announced on Friday that its national head of private clients has died.
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ioma restructures intermediary sales team
IOMA has expanded its sales function to enable access to a wider range of products across life, pensions and investments.
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ioma group hires former zurich director
IOMA Group has named former Zurich director Linda Muirhead as its group operations director.
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IOMA launches estate planning product
IOMA has broadened its product range with the introduction of an estate planning tool designed to regulate the distribution of client wealth to child beneficiaries.
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batey to leave senior role at ioma
Mike Batey is leaving his position as director, life and pensions at IOMA, International Adviser has learned.
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core values life trends with ioma group
Chris Kenning, group CFO at the Isle of Man-headquartered IOMA Group, explains how, despite a period of transition for the company, its underlying founding principles of integrity and honesty will never change.
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ioma group makes raft of senior management changes
Isle of Man based IOMA Group has appointed two non-executive directors and promoted Philip Scales to group chief executive in a raft of senior management changes.
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ioms boston trust buys ioma fiduciary
Boston Trust Company, the Isle of Man-based trust and corporate services provider, has acquired IOMA Fiduciary, also based in the IoM.
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IOMA launches Guernsey QROPS
Isle of Man-based IOMA Pensions has launched a Guernsey QROPS.
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Ioma: coalition gov could boost offshore tax planning
The offshore tax planning industry may benefit from a coalition government in the UK, Ioma believes.