Author profile

Julia Bahr

Articles by Julia Bahr

Parmenion to acquire £1.9bn EBI Portfolios

Business Development

Parmenion to acquire £1.9bn EBI Portfolios

clock 07 September 2022 • 2 min read
Phoenix hires Bank of Ireland COO for 'critical' transformation role as life CEO Andy Moss retires

People Moves

Phoenix hires Bank of Ireland COO for 'critical' transformation role as life CEO Andy Moss retires

clock 06 September 2022 • 2 min read
HMRC renews trust tax focus as HNW underpayment grows

Taxation

HMRC renews trust tax focus as HNW underpayment grows

clock 18 August 2022 • 2 min read
'Watershed moment for financial services': FCA unveils final Consumer Duty rules

Regulation

'Watershed moment for financial services': FCA unveils final Consumer Duty rules

clock 27 July 2022 • 5 min read
Advisers 'underestimate' number of financially vulnerable clients

Research

Advisers 'underestimate' number of financially vulnerable clients

clock 07 July 2022 • 3 min read
St James's Place launches financial research institute

Research

St James's Place launches financial research institute

clock 05 July 2022 • 3 min read
FCA updates data strategy to tackle online scams

Regulation

FCA updates data strategy to tackle online scams

clock 23 June 2022 • 2 min read
SJP signs deal to provide advice to Law Society members

Business Development

SJP signs deal to provide advice to Law Society members

clock 13 June 2022 • 2 min read
Radically different models to reframe future of advice - EY

Wealth management

Radically different models to reframe future of advice - EY

clock 07 April 2022 • 3 min read
CII launches career development platform FutureMe

Business Development

CII launches career development platform FutureMe

clock 07 April 2022 • 1 min read
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01

End of real estate option for golden visas gets reapproved in Portugal

27 September 2023 • 1 min read
02

FCA fines and bans two advisers in 'one of the worst cases' of retirement planning

28 September 2023 • 2 min read
03

Barclays sets UK expats six month deadline to exit current or savings accounts

25 September 2023 • 1 min read
04

UK India tax treaty 'loophole' means Rishi Sunak family will not gain from IHT abolition

29 September 2023 • 2 min read
05

VIDEO PREVIEW: II Middle East Forum 2023 - LGT Wealth Management

25 September 2023 • 1 min read
06

Jersey faces Moneyval inspection this week in bid to avoid grey listing

25 September 2023 • 1 min read