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News

PEOPLE MOVES: Woodbrook Group, Investec, Barings

Companies | news 1 May 18

PEOPLE MOVES: Woodbrook Group, Investec, Barings

Woodbrook appoints a former deVere senior partner, Appleby appoints across offshore jurisdictions and Investec boosts its multi-asset team.

Tax & Regulation | news 1 May 18

Calling all advisers who battle IHT complexity

Advisers battling the complexity of the UK’s inheritance tax are being asked to contact the government’s Office for Tax Simplification.

Heartwood adds lower-risk options to sustainable range

Alternatives | news 1 May 18

Fulcrum launches alternatives fund with ESG input

Fulcrum Asset Management has launched the Diversified Liquid Alternatives fund, which it said will have a significant ESG research input.

Law firm adds insurance and private wealth service

Companies | news 1 May 18

Law firm adds insurance and private wealth service

Law firm Ogier has launched an insurance and private wealth service in Luxembourg.

Industry | news 1 May 18

Providers to stump up 25% of advisers’ compensation bills

Despite some strong opposition, the UK financial regulator has released major plans to force providers to pay 25% of advisers’ Financial Services Compensation Scheme (FSCS) bills.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.