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Indosuez WM to acquire BNP Paribas Group subsidiary in Monaco.

4 days ago | investment-international.com | Gary Robinson

Indosuez Wealth Management announces that its entity in Monaco, CFM Indosuez, has signed an agreement to acquire the Wealth Management clients of the BNP Paribas Group subsidiary in Monaco. The acquisition, subject to regulatory approval, is set to bolster Indosuez Wealth Management's position on the Monegasque market in which it has been present since 1922.
UK to lose more than 16,500 millionaires in 2025 - report

4 days ago | investment-international.com | Gary Robinson

The UK will haemorrhage more than 16,500 millionaires over the course of 2025, according to Henley & Partners’ annual Wealth Migration Report, with the vast majority likely to move to the United Arab Emirates. The figure is more than double the 7,800 that is forecast to leave second-placed China, which until this year had topped report’s exit leader board for 10 straight years.
Novia Global launches MiFID II platform for European advisers

4 days ago | investment-international.com | Gary Robinson

International platform provider Novia Global has launched a MiFID II-authorised platform – Novia Global Europe – in a bid to offer financial advisers across the EU access to what it calls "a more transparent, service-led and efficient way to manage cross-border investments".
Santander AM CEO elected new president of EFAMA

5 days ago | investment-international.com | Gary Robinson

Samantha Ricciardi, CEO of Santander Asset Management, was elected as EFAMA’s President for a two-year term, running until June 2027. Ricciardi, who has been the CEO of Santander Asset Management since 2022, has more than 25 years of international experience in various leadership roles within the asset management industry, including companies such as BlackRock, Schroders and Citi. Micaela Forelli, CEO Europe at M&G Investments, was also elected as EFAMA’s Vice-President.
Vanguard drops ETF fees across European range

5 days ago | investment-international.com | Gary Robinson

Vanguard has announced fee reductions across seven of its fixed income Exchange Traded Funds (ETFs) available to European investors, effective 1 July 2025. Jon Cleborne, Head of Vanguard for Europe said that company estimates these changes will save investors approximately $US3.5m annually and is part of an ongoing move to expand Vanguard's fixed income offering throughout this year.”“The bond market is now twice the size of the equity market, yet remains opaque and expensive,"said Cleborne.
Malik named president of CISI Swiss National Advisory Council

5 days ago | investment-international.com | Gary Robinson

Professional body the CISI (Chartered Institute for Securities & Investment) has announced the appointment of Assad Malik, pictured left, Chartered FCSI as president of CISI’s Swiss National Advisory Council (NAC). Assad is a management consultant in fintech advisory, currently engaged at UBS.
Lifetime offers new solution in a. bid to cut 'off boarding'

5 days ago | investment-international.com | Gary Robinson

Lifetime Financial Management has launched a new service in a bid to service clients that otherwise may have been 'off-boarded'. The 'Enhance' solution aims to enable planning and advice firms to provide a service and advice solution for lower portfolio value clients, which, Lifetime says will "improve advisers’ operational scalability without sacrificing care standards and support consumer duty requirements across all client segments".
Isle of Man government appoints new AML watchdog head

1 week ago | investment-international.com | Gary Robinson

Former MONEYVAL secretariat member Jilly Christian has been appointed as the new Head of Anti-Money Laundering (AML) Policy, taking responsibility for coordinating and developing the Island’s strategy for anti money laundering, the government said. The IoM Gov't said in a statement that the appointment of Christian comes "at a critical time for the Island with the MONEYVAL Mutual Evaluation taking place in 2026, and as the global landscape continues to evolve".
Canada Life AM reduces fees across multi-asset fund range

1 week ago | investment-international.com | Gary Robinson

Canada Life Asset Management has announced that it has implemented an ongoing charge (OCF) cap of 0.65% for the WS Canlife Portfolio fund multi-asset range, while at the same time increasing its capacity to invest directly securities, bonds and alternatives from 10% to 30%. The total cost investors pay will not exceed this, regardless of market conditions, portfolio turnover or changes to the underlying holdings, the company said in a statement earlier today.
VIDEO: II Connect 2025 Pensions, Trusts & Retirement Panel

2 weeks ago | investment-international.com | Gary Robinson

In this video filmed live in stage in London, Tuesday May 20, 2025 at II Connect 2025, the Pensions, Trusts & Retirement Panel was chaired by II Associate Editor Jonathan Boyd and this panel featured David White, MD, QB Partners, Rachel Meadows, MD, IFGL Pensions and James Floyd, MD AllTrust and Co Founder - The UAP Group. Click here to view or on the image below.