News
PEOPLE MOVES: Holborn, Carrick Wealth, Vanguard
Holborn Assets Hong Kong names its chief executive, Carrick Wealth appoints an acquisitions director who comes by way of the UK, Singapore and Dubai, while Vanguard bolsters its ETF Capital Markets team in Europe.
Carrick targets ultra-wealthy with family office launch
South Africa advisory firm Carrick Wealth has set up a family office to cater to the “unique needs” of ultra-high net worth individuals (UHNWIs).
Tax & Technical | news 17 Jul 18
Rich using life insurance to protect against inheritance tax
Life insurance can play a vital role helping wealthy international UK residential property owners protect themselves against future inheritance tax (IHT) bills, according to lawyers Howard Kennedy.
Best Practice | news 17 Jul 18
Model portfolio risk labels ‘dangerously naive’
The UK’s Financial Conduct Authority has taken aim at risk-targeted model portfolios in its platforms study, which has sparked calls for platform providers to re-evaluate “subjective” branding and the amount of information they disclose.
Pacific Asset Management partners with UK advice firm
The asset management arm of Pacific Investments Group has entered into a strategic partnership with financial advice business Chartered Financial Management (CFM(UK)).