DBS bank unveils portfolio tool for advisers in Asia
To help them with performance assessment reports, risk exposure and investment opportunities
Crown dependencies weigh in on start of Brexit negotiations
Jersey, Guernsey, the Isle of Man and have been ‘working closely’ with the UK
How global families can plan for UK IHT
Tax treaties, recognition of trust structures and different laws make inheritance hard to navigate
What do international advice firms want from platforms?
Hint: it is more than just low fees
PEOPLE MOVES: HSBC Global Asset Management, Gam, Openwork
Investment firm makes C-suite changes in Asia, while advice network hires former Rathbones chief