Octopus-owned investment platform Seccl has appointed Jonathan Dees as UK CEO following David Ferguson’s promotion to ...

Elston Consulting has unveiled a suite of sustainable model portfolios. All five of the risk-rated funds are 100% compliant ...

The FCA has fined Neil Woodford £5.9m and Woodford Investment Management £40m for their failures in managing the liquidity of the Woodford Equity Income fund (WEIF).  The regulator has also banned ...

AES has appointed former editor-in-chief of International Adviser and Investment International Mark Battersby as managing ...

In Part 1 of this article series from Utmost Wealth Solutions, we explored how Inheritance Tax (IHT) has evolved into a ...

Wealth manager Hoxton Wealth has made its first acquisition in Asia with the purchase of Infinity Financial Solutions. The deal will add $300m (£225m) in assets under management to Hoxton’s portfolio, ...

The CEO of the Association of International Life Offices (AILO) has warned the international life industry is facing ...

Inheritance Tax (or ‘IHT’ for short) as we know it today was introduced in 1986 when Nigel Lawson was Chancellor of the Exchequer. This replaced the earlier Capital Transfer Tax which itself replaced ...

Friends Provident International (FPI) has launched a protection plan that aims to provide Hong Kong residents with insurance against the financial consequences of premature death, terminal illness, ...

St. James’s Place has achieved record funds under management on the back of strong inflows and positive investment ...

Rathbones' new Asia ex-Japan and emerging market equity funds will launch by the end of this year, the firm announced in its interim results today (30 July). The asset manager hired three fund ...

Five Mins With...video, IA Publisher Gary Robinson meets with Titan Wealth International team members Rebecca Ellis, Head of ...