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Author profile

Caroline Allen

Articles by Caroline Allen

Investment

Global regulators share info in increasingly 'invasive' practice

Regulators collaborate to target firms already probed in one jurisdiction

clock 03 February 2010 •

Investment

Qatar sets out new financial industry focus

Qatar positions its financial industry in the Gulf region

clock 03 February 2010 •

Investment General

Iveagh fund scoops rating in record time

The Iveagh Wealth Fund, run by Iveagh Private Investment House, the Guinness family office, has been awarded a Standard & Poor's AA fund rating, just 14 months after the fund launched.

clock 14 January 2010 •

Investment General

HSBC warns wealthy to review tax effect on pensions

Tax changes aimed at the wealthy in the UK and due to take effect from April 6, 2011 are likely to make a significant impact on pension provision.

clock 17 December 2009 •

Investment

HSBC, Railpen lead Climate risk audit

Railpen Investments, which manages some £17bn in UK railways pension schemes - has challenged its asset managers, investment advisers and actuaries to prove they are prepared for the long term economic shift necessitated by climate change.

clock 17 December 2009 •

Global Funds

Iveagh Wealth fund launches charities share class

Iveagh Private Investment House, the Guinness family office, is to launch a new share class for the Iveagh Wealth fund to enable charities to invest in the fund at a reduced charge.

clock 14 December 2009 •

Investment General

Wealth hire reflects exit from UK

Search firm Execuzen has hired Julia Reece as a senior research consultant in its Global Private Wealth Management Team in London.

clock 14 December 2009 •

Investment

HSBC offers new discretionary service

HSBC Private Bank (UK) Limited has launched a Discretionary Portfolio Service to give high net worth investors access to a spectrum of asset classes as they start to move out of cash.

clock 14 December 2009 •

Tax Planning

Advisers urged to review use of trusts

Trusts are being under-utilised as a tool for offshore investment business, according to research from Skandia International.

clock 14 December 2009 •
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