Portfolio Adviser’s sister publication International Adviser has just celebrated its 10th anniversary. And as part of the festivities it pinned down a few asset management heads for the view on what the future holds.
Portfolio Adviser’s sister publication International Adviser has just celebrated its 10th anniversary. And as part of the festivities it pinned down four leading international IFAs for their view on where the advice business is going in the next decade.
Nigel Watson, sales director of VAM Funds, sets out what he sees as the key challenges and opportunities for global asset managers in 2016 and beyond.
The influential chairman of the UK’s Treasury Select Committee has called for a more simple approach to the planned rise in the inheritance tax threshold for the estates of those who die on or after 6 April 2017.
Inheritance tax will not be charged when pension scheme funds are earmarked for drawdown but do not draw all of the funds before death, the Autumn Statement said.
The Financial Conduct Authority is hoping its ‘regulatory sandbox’ – a proposed test environment for innovative new products and services – will help retain its position as Europe’s leading fintech centre.
Liontrust is looking forward to gathering European assets in the alternatives space, focusing on the smaller wealth management groups and family offices across the continent.
US based bank Wells Fargo is believed to be circling the City of London to bolster its fund management capabilities, according to reports.
S.W. Mitchell Capital’s Stuart Mitchell and Jamie Carter expect up to five years of continued underperformance from European stocks exposed to China and are holding firm with their underweight position.
Pensions could be taxed like ISAs as part of a fundamental reform of tax relief, chancellor George Osborne said in today’s UK Budget.
Allfunds Bank, one of Europe’s largest mutual fund platforms, has named Simon Shapland to “take it into its next phase” as the new head of its office for UK and Ireland, with immediate effect.
Former Financial Services Authority chief executive Hector Sants has been named as the chairman of Julius Baer International from 1 July.
