Aberdeen disappoints on fees as it overhauls trust
Asian Smaller Companies rebrands and promotes Hugh Young in raft of changes
Wills And Trusts
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UK launches inquiry into taxation of trusts
HMRC is seeking views and evidence on whether the current regime is transparent, fair and simple
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Advisers list three client barriers to trusts
New research by Quilter shows lack of client understanding as main limit to advisers’ recommendations
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Rothschild & Co to get out of trust business
The family-controlled bank to focus on wealth management and private banking
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Mobius plans threaten to lure Temit assets
Mark Mobius has already poached ex-colleagues from Franklin Templeton Investors, now a closed-ended launch could swipe flows from his former employer
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Three ways Singapore advisers need to build trust
Singapore’s regulator has called on advisers to build trust by empowering clients, raising conduct standards and enhancing oversight.
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DFM behemoths blamed for widening trust discounts
Wealth managers have been accused of rapidly moving away from the investment trusts sector creating wide discounts in some parts of the market.
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Blackrock trust offers investors swift exit
Investors in the Blackrock Emerging Europe investment trust will be able to exit at the net asset value, a regulatory filing published on Wednesday said.
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Landmark ruling restores confidence in Channel Island trusts
Confidence in the security of assets held in Jersey and Guernsey trusts has been restored following a recent ruling in the Privy Council, says Nick Robison, partner at law firm Babbé, which was involved in the case.
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Woodford Patient Capital directorships raise eyebrows
Woodford Patient Capital Trust’s holdings in companies in which its independent directors, including its chairwoman, hold senior positions has raised eyebrows with investors, as they highlight concerns about the board’s ability to act in shareholders’ best interests.
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High net worth family planning using trusts
In this real-life case study, a high net worth family of mixed ethnicity faces complex issues around succession planning, inheritance tax and forced heirship.
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UK quashes fears of public trust register
The UK Government has confirmed it is opposed to public access to its register of beneficial owners of trusts.