PEOPLE MOVES: James Hay, Kingswood, Eastspring
Retirement platform hires CEO, as UK-headquartered group names head of wealth planning
Waverton
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Praemium eyes expansion of Fatca-compliant offering
Many firms and financial institutions have been turning US citizens away due to reporting burden
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UK wealth firms team up to support health service
As Zurich in the Middle East finds alternative ways to help life customers
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PEOPLE MOVES: Novia, Raffles Family Office, HSBC
Platform recruits international sales manager, as family office hires from Schroders
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PEOPLE MOVES: Waverton IM, Brooks Macdonald, Cazenove Capital
CEO named at investment manager, while wealth firm announces two promotions and a departure
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DFM makes strides in IFA space with London acquisition
As Fairstone Group completes its eighth M&A deal of the year
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PRODUCT WRAP: Royal London, CPR AM, Hawksmoor
Multi-asset funds high on retail agenda and Amundi subsidiary’s thematic fund to tackle global warming
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Waverton IM opens real assets fund in UK and Jersey
The team will invest in property, infrastructure, asset finance, commodities and specialist lending
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Advisers must be aware of the complexities US clients face
American citizens living outside the US often have their financial lives made more complex by local advisers who do not appreciate their need for joined up advice to avoid negative tax treatment by US or local authorities.
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PEOPLE MOVES: Holborn hires CCO as part of big expansion
Holborn Assets is planning to expand across the Middle East and Asia over the next 12 months, while Schroders has created a new sales director role for the Middle East. A Manulife insurance salesperson in Hong Kong has been added to the Guinness Book of World Records for his astonishingly long career.
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PEOPLE MOVES: Axa, HSBC, JP Morgan
Axa Life Insurance has lost its head of international brokers in Singapore, while the private banking arms of HSBC and JP Morgan have named regional heads of various European countries.
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PEOPLE MOVES: Lombard Odier, J O Hambro, Brewin Dolphin
Lombard Odier Group has named two managing partners, with J O Hambro Capital Management confirming the resignation of its former group chief executive. Brewin Dolphin appoints a former Barclays Wealth banker as divisional director.