Retirement planning products available to Chinese investors
First batch is now offered to individual investors in four cities
News
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FCA sheds light on LV= takeover
Members will need to vote on two resolutions for the deal to go ahead
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Expats blame DeVere for pension losses
Some say they lost half their savings after being convinced to transfer out
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US in the news: Mercer Global Advisors makes double acquisition
A round-up of people moves and M&A deals across North America
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Over 20 mini-bond companies shut up shop in four years
Regulator does not ‘routinely collect data from firms on their issuing/distribution of these products’
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PEOPLE MOVES: UBS, Novia Global, Hargreaves Lansdown
Wealth manager hires group CFO, as investment platform names sales director
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‘Accidental’ Americans file Fatca appeal in Belgium
After taxman refused to stop the transfer of data to the US
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Standard Chartered sets up wealth academy
Programme will start in Hong Kong and Singapore before end of year
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Barclays Private Bank expands to Spain
After it set up teams in Italy, France and Singapore in the past year
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UK advice firm fined for breach of cold calling ban
It instigated over 107,000 unsolicited marketing calls about pension schemes
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Abrdn acquires investment platform for £1.49bn
Deal brings £55bn AuA and over 400,000 customers to the group
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Hong Kong relationship manager banned for 10 years
After ‘misrepresenting’ her academic qualifications to former employers Julius Baer and Bank of Singapore