A new flat rate tax regime introduced in Italy earlier this year is putting the nation on the map of potential destinations for super-wealth expats of all nationalities, an expert has told International Adviser.
The UK’s Financial Ombudsman Service (FOS) received 59% more complaints about self-invested personal pensions (Sipps) in the first quarter of the 2017/2018 financial year compared to the same period a year before.
Is there a potential conflict of interest arising from investment platforms or “fund supermarkets” recommending their own products to clients?
Small and expensive, are funds that have failed to hit £10m ($13m, €11m) in assets just clogging up the investment universe?
Improving economic conditions are likely to create pockets of value in parts of the global bond market, according to Morningstar.
When Vanguard UK announced a 50% reduction in its UK closed-platform fee structure for online clients recently, it certainly caused a stir, says Paul Gambles, managing director of Thailand-based MBMG Group.
Professional investors in Europe are losing their enthusiasm for absolute return funds.
The new Residence Nil Rate Band (RNRB) could have some complicated domicile-related ‘international’ aspects to consider, explains Graeme Robb, technical manager for the Prudential.
High net worth individuals might end up footing the bill for the forthcoming corporate income tax overhaul in Belgium.
It was a bad time to be an active manager in 2016, the year of Brexit and Trump, with underperformance plaguing funds as passives tracked the market higher and higher.
While it’s no secret that passive, low-cost products are relentlessly increasing their market share, investors’ hunt for yield has also buoyed sentiment towards flexible and unconstrained mandates, according to Morningstar.
St James’s Place Wealth has suffered another week of grim headlines about its advice model, but for rival IFAs and restricted advisers to win business and clients off what is arguably the market leader is easier said than done.
