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Guardian Wealth expands its Swiss footprint

By: Helen Burggraf | 13 Nov 2017

Guardian Wealth Management, the Dubai-based advisory group founded by David Howell and John Hasberry more than 20 years ago in the UK, has opened a second outpost…

STM Group suspends shares, plans to acquire Malta’s Harbour Pensions

By: Helen Burggraf | 13 Nov 2017

STM Group, the Gibraltar headquartered, AIM-listed cross border financial services provider, said today that it had agreed, on Friday, to acquire  Harbour Pensions Ltd, a licensed retirement…

Isle of Man’s QROPS Bureau drops the QROPS in QB Partners rebrand

By: Gary Robinson | 10 Nov 2017

Isle of Man-based The QROPS Bureau has dropped QROPS from its name and announced that it has rebranded as QB Partners. The rebrand, while it does not end the…

Australia turns up heat on best interests duty violators with A$1m penalty

By: Helen Burggraf | 30 Oct 2017

An Australian court has imposed a civil penalty of A$1m (US$766,000, £582,000) against a Melbourne-based advisory business for “breaches of the best interests duty”, in the latest…

STM Group CEO Kentish arrested in Gibraltar; company says ‘no merit’ to allegations

By: Helen Burggraf | 30 Oct 2017

Alan Kentish, the chief executive of the London-listed, Gibraltar-headquartered  STM Group, was arrested more than a week ago for allegedly failing to disclose information to Gibraltar’s authorities…

A reader asks: ‘How do I advise my divorcing dual UK-US citizen client to split his pension?’

By: R. Stanton Farmer, CFP, Of Thun Financial Advisors | 25 Oct 2017

This is one of those questions that UK-trained and UK client-focused advisers who only look after American expat clients occasionally say they come up against from time…

Inquiry told some UK retirees are abusing pension freedoms, ending up needing help

By: Helen Burggraf | 24 Oct 2017

What is likely to be seen as potentially significant evidence about the effects “pension freedoms” have had on some retirees’ lives has begun to emerge from a…

World’s pension systems ‘at risk of creating inter-generational issues’

By: Helen Burggraf | 23 Oct 2017

“Inter-generational equity issues” are among a number of potential dangers facing pension systems around the world, many of which urgently need action taken now if countries are…

Private pension assets in OECD ‘highest ever’ in 2016

By: Helen Burggraf | 23 Oct 2017

Pension assets held in private pension schemes hit their highest-ever level in 2016, totalling more than US$38trn, according to the OECD’s latest report on such schemes, but…

‘Business as usual’ for IFAs in Catalonia as Spain gets tough

By: Eugene Costello | 19 Oct 2017

As Spain promises to begin the process of imposing direct rule on Catalonia in response to the latter’s intransigence over independence, a UK financial advisory firm says…

Fry Group unveils its ‘first-ever’ X-border investment product

By: Helen Burggraf | 19 Oct 2017

The UK-based Fry Group has announced the launch of a new “global investment proposition” for its cross-border clients, which it says is designed to give such individuals…

UK chancellor: ‘Alive to the risk’ of post-Brexit insurance ‘uncertainties’

By: Helen Burggraf | 11 Oct 2017

UK Chancellor Philip Hammond has said the government was “alive to the risk” that the UK’s withdrawal from the European Union “could in some cases create legal…

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