UK tax allowances cut 11% in 10 years
Savers urged to act ‘rather than wait and think it will be the same’
Quilter
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PEOPLE MOVES: Royal London AM, AHR Private Wealth, Tilney S&W
Asset manager names CEO, while international advice firm makes triple hire
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Only LatAm is cheaper than the UK for investors right now
But Brexit is now a reality – not a risk – so that discount could be set to shrink, says Waverton CIO
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Life companies exempted from UK property fund CGT charge
Quilter International CEO says it’s ‘music to much of the industry’s ears’ but ‘not out of the woods yet’
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PEOPLE MOVES: Financial Ombudsman Service, Gam, HSBC AM
CEO steps down from ombudsman, while investment firm hires head of marketing and client experience
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Quilter to merge investment management and private client arms
Review of international life business still pending as board not ‘in a position to reach a conclusion’
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Platforms struggle to identify ‘orphan’ clients
Only 20% engage with advisers about stranded investors
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How advisers can inflation-proof retirement pots
It is the ‘forgotten risk’ for savers and can have ‘devastating impact’ on pensions
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Tech rally stumble forces investor rethink
Is now the time to sell out of Amazon, Google, Facebook and Netflix?
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How financial advisers can help clients with redundancy
People may feel ‘uneasy’ discussing it but the industry adds ‘considerable value’
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Singaporeans slashed savings during the pandemic
Just 17% were able to save more
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PEOPLE MOVES: Benchmark Capital, Indosuez WM, Quilter
Schroders subsidiary hires wealth director, while global firm names head of Middle East