cfa launches new wide reaching training initative
As part of its crusade to regain trust and raise professional standards across the industry, the CFA Institute has launched a new self-study training programme aimed at the wide range of workers involved in the financial services sector.
Middle East | 29 May 13
uae asset managers shun soft commission
The payment of so-called ‘soft commission’ to advisers in the United Arab Emirates by some asset management companies is causing a headache for larger international asset managers who do not pay additional incentives to advisers.
la mondiale europartner scm private
La Mondiale Europartner is teaming up with SCM Private, the UK-based asset manager, to offer a new, cross border-compliant investment option for retail investors in La Mondiale’s flagship offshore bond product.
julius baer begins integration of hk and singapore
Julius Baer has begun the integration of the Hong Kong and Singapore based portion of Merrill Lynch’s International Wealth Management business.
Tax & Regulation | 28 May 13
french legal document suggest personal
A France-based partner with the Spectrum IFA Group has found what she believes is proof that the French authorities do not expect foreign personal pension schemes with France-resident beneficiaries to report to them on these schemes’ holdings, as is now being required of other types of trusts.