Punter Southall Financial Management is set to snap up adv-iser firm Opus Holdings. The deal is expected to be completed by December and will increase Punter Southall’s advisers from 40 to 60. The IFA and employee benefits consultancy says Opus is likely to be its last acquisition as it believes it has adequate geographical coverage. […]
Welcome to the latest edition of In Focus. In this issue, Jelf examines the private medical insurance market for employers with expatriate workforces in Germany. This includes the common challenges faced in sourcing appropriate coverage, along with a selection of available solutions. This will be of particular interest to HR/reward decision makers with employees based in Germany. It will assess the cultural norms, risks and backdrop that are relevant to organisations with expatriate staff in this location.
Blackrock has been named most attractive brand among European asset manager firms, according to the annual report Fund Brand 50. The study, by corporate services company Broadridge Financial Services, monitors the influence of brand on third-party fund selection. Fund Brand 50 is based on intensive interviews with nearly 900 of Europe’s most significant fund selectors, […]
Four people have been arrested as the FCA and Serious Fraud Office continue their probe into collapsed mini-bond provider London Capital & Finance. The firm fell into default in January, a month after the FCA issued it with an order to take down promotional material of the bonds, ruling they were “misleading, not fair and […]
Last week I met John, an aspiring financial planner who is less than a year into his job at a mid-sized IFA firm. John told me he had always wanted to be a financial planner. He’s interested in money; he wants to make some and he wants to help people manage theirs. He had been […]