Should segmentation be used in cross-border wealth planning?
Industry experts discuss the pros and cons of segmenting clients according to particular characteristics
Stonehage Fleming
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Stonehage Fleming partners with US wealth firm
Both will be able to expand their client offerings and geographical capabilities
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Stonehage Fleming joins forces with Lombard International
Family office will offer unit-linked life assurance to clients in 20 markets
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PEOPLE MOVES: Aberdeen Standard Investments, IA, Efama
ASI creates head of global insurance asset management role, while trade bodies Efama and the IA make changes at the top
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PEOPLE MOVES: RSM UK, Stonehage Fleming, FASEA
RSM UK promotes to fill chief operating officer role, Stonehage Fleming appoints a director to its Jersey office and an Australia adviser standards agency has named an acting managing director.
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PEOPLE MOVES: Quilter Cheviot, CBA, Stonehage Fleming
Australia’s largest bank is to lose its chief executive at the end of the next fiscal year, stirring speculation the move might be linked to a money laundering scandal. While, Quilter Cheviot promotes the deputy head of its Birmingham office to the branch’s top spot.
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Stonehage Fleming expands distribution with Gemini tie-up
Stonehage Fleming and Gemini Investment Management have entered into a distribution partnership to broaden the reach of the Stonehage Fleming Global Best Ideas Equity Fund.
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Growth in UK non-doms slowed by finance act
The number of resident non-doms arriving in the UK has fallen in the years since the Finance Act ’08
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TriAlpha launches corporate bond fund
TriAlpha Investment Advisors is launching a absolute return credit fund with a strong capital preservation emphasis.