74% of Brits have done nothing to reduce future IHT bill
There is ‘a huge opportunity for further education and guidance’ on inheritance tax planning
News
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NRIs need to approve recurring payments in battle against fraud
They will have to send their banks in India advance notifications or face having transactions cancelled
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Singaporeans should not rely on property for retirement
Bank says investors need to look at alternatives ‘which have comparable, if not superior, returns’
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How to support ethnic diversity in the investment sector
Data shows that inclusive firms perform better, but ‘treating people equally is the right thing to do’
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Decade of triple lock increased value of state pension by 35%
But next year marks the first time the rise will not be in line with the model
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IFA and client discrepancy over demand for ESG
‘Industry is still some way from providing standard definitions’ for sustainable investing
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Global wealth firm eyes Swiss and Singapore expansion
As the company sees further M&A opportunities in cross-border and expat advice markets
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UBS Chinese subsidiary gets distribution licence
Making it the second wholly foreign-owned enterprise to obtain such permissions
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Is demand for expat advice in UAE back to pre-pandemic levels?
It ‘is no longer just a place where people come to make money before moving back home’
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European private banking group to exit Swiss market
Company has not decided how it will leave, which could include selling or winding down the operation
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PEOPLE MOVES: Utmost, Morgan Stanley, Tilney Smith & Williamson
Insurer makes board changes, while US giant names head of global centres in India
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Structured product platform creates Europe white label service
It helps the firm ‘make great strides’ in the region’s financial advice market