JP Morgan offers Academy to deVere advisers
JPMAM has begun providing bespoke educational courses to advisers working for the deVere Group.
News
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Hong Kong HNWs signal desire for financial discipline
Taiwan, Hong Kong, Korea, Qatar and Japan have the greatest desire for financial discipline.
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Treasury unveils plans to boost charities via IHT relief
The UK Treasury today unveiled a consultation aimed at using tax to R&D and charitable donations.
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UK resident non-domiciles: an update
Kleinwort Benson’s Graeme Stenson considers the pending UK Treasury consultation on non-doms.
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Guernsey pensions provider appoints new executive director
Guernsey-based pension provider Carey Group has appointed Tim Bush as its new executive director.
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Europe first stop for Cheviot as it targets offshore market
Cheviot, the UK-based discretionary asset management firm, is expanding into the offshore market.
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Westerby launches multi-jurisdictional QROPS in Malta
Westerby Trustee Services has launched its first QROPS, in Malta.
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ECB signals further rate rise as BoE holds firm again
The BoE and the European Central Bank have both kept their headline rates of interest on hold.
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Portfolio X-Rays
Ensure your clients are in the right tax wrapper, says Axa Intls Richard Leeson.
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Pending HMRC consultations have UK tax experts attention
The pending release of a number of major HMRC consultations has the attention of UK tax experts.
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HSBC Life UK names Deborah Moon tax, planning manager
HSBC Life UK has appointed Deborah Moon tax and financial planning manager.
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Alfi names Marc Saluzzi as president
The Association of the Luxembourg Fund Industry has elected its new president.