Quilter Cheviot

Best Practice | 7 Aug 17

The UK’s Financial Ombudsman Service has upheld a complaint about the unsuitable transfer of investments worth around £200,000 ($260,869, €221,431) made against Attivo Financial Services.

Companies | 1 Aug 17

Political firework Anthony “the Mooch” Scaramucci may return to the investment world after being fired as White House communications director. Legal & General Insurance has created a managing director role focusing on fintech, while a former deputy chief justice of the DIFC court has died.

Offshore Bonds | 11 Jul 17

Life insurer Old Mutual International has launched an offshore bond aimed at British expats in the Middle East and Africa which can help them return to the UK without incurring the “deemed gain” tax charge on their overseas investments.

People Moves | 7 Jul 17

Jersey Finance appoints a former IMF economist as its new chairman while Quilter Cheviot’s Jersey office makes a notable investment hire. HSBC names a new investment strategist on Asia as UBS promotes its head of Asia-Pacific.

Best Practice | 19 Jun 17

Regulation will make the job of a wealth manager “harder and harder” over the coming years, Quilter Cheviot’s Mark Hallam has said.