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Wealth firm targets 'orphaned' UK expats in EU | International Adviser

British people 'shouldn’t be penalised or cut off' from accessing investment management services ....

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PEOPLE MOVES: Brewin Dolphin, XPS Pensions, Citi

PEOPLE MOVES: Brewin Dolphin, XPS Pensions, Citi
international-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers.

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Transamerica Life Singapore CEO Joins Quilter

Transamerica Life Singapore CEO Joins Quilter
finews.asia - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from finews.asia Daily Mail and Mail on Sunday newspapers.

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Quilter International Singapore CEO departs

His successor was chief executive of Transamerica Life Bermuda in the city state
Ian Kloss has stepped down as chief executive of Quilter International Singapore.
He recently left Quilter International and has relocated to the UK, the insurer confirmed on Tuesday.
High net worth strategy
His replacement has been named as Nicholas Kourteff, who joins the international life office from Transamerica Life Bermuda where he served as Singapore chief executive.
He has held a number of senior roles at some of the biggest names in the sector during his 25-year career. These include Credit Suisse, UBS, Axa Wealth Management Asia, Winterthur Life and Commonwealth Bank of Australia. ....

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High net worth individuals fear lack of financial knowhow

Advisers ‘can play a critical role’ in a bid to help educate clients
Client financial education has been one of the biggest problems in the UK for a number of years and research shows that it also an issue in Asia.
Quilter International surveyed 107 high net worth (HNW) individuals across Hong Kong and Singapore and found 47% believe their greatest concern is a lack of financial knowledge about managing their wealth.
Despite this, 53% across both regions want to be actively involved in managing their wealth, meaning that they are part of the decision-making process and are informed about why actions are being taken. ....

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