Tax & Technical | 4 Jul 13
the ticking retirement time bomb
Concerns over the UK’s “pension gap” are well documented, but have you considered how much harder the planning will be for your expatriate clients asks Guardian Wealth Management’s Gavin Pluck.
People Moves | 4 Jul 13
stms erhardt takes advisory role at maltas harbour
David Erhardt, a key executive for the past seven years with Malta-based QROPS provider STM, has joined Harbour Pensions Malta as an adviser to its board.
Tax & Regulation | 4 Jul 13
with great regulatory change comes great
In markets hit by a wave of complex and contradictory regulation and change, only investment firms that capitalise on emerging opportunities will survive according to a new KPMG report.
People Moves | 3 Jul 13
sargent joins kleinwort from coutts
Kleinwort Benson has appointed David Sargent to the newly created role of executive private banker in its private wealth management international team.
lmim adviser group raises concerns over loan
Advisers acting for investors in the stricken range of LM Investment Management property funds, has raised concerns over the sale to Goldman Sachs of A$1.6bn of ‘non-core’ assets by a company with a first mortgage charge over a key investment property.