People Moves
17 June 2024

BIL Suisse Adds To Zurich Teams

The bank operates in a number of Swiss locations. ...

ESG
17 June 2024

Lombard Odier, Mizuho Expand Pact Into Sustainability Alliance

With sustainability and ESG investments still popular – despite setbacks – the financial groups...

Trust Estate
17 June 2024

Advisors Must Practise What They Preach To Clients On Succession

We talk to the CEO of Crestbridge Family Office Services about succession planning within the...

ESG
14 June 2024

As New Rules Loom, UK's MainStreet Launches Sustainability Toolkit

New UK rules, designed in part to remove the problem of "greenwashing," mean that fund buyers need...

Surveys
14 June 2024

Capital Protection, Geopolitical Turmoil Weighs On Minds – Schroders Survey

The survey of UK financial advisors, conducted in late April and early May, lifts the lid on what...

People Moves
14 June 2024

Who’s Moving Where In Wealth Management? – Northern Trust AM, Crestbridge Family Office Services

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Tax
14 June 2024

UK's Labour Confirms Non-Dom IHT Squeeze, Says It Will Change Private Equity Tax

The party reiterated its desire to end the non-dom system, and cut off the ability of such persons...

Tax
14 June 2024

Proposed UK Temporary Residence Plan Clashes With Immigration Policy – Fragomen

As the UK prepares to say goodbye to the non-dom system – and possibly many using that status as...

M and A
14 June 2024

Deals Of The Day: The Latest In Wealth Management M&A – 360 ONE WAM

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

ESG
14 June 2024

UK Investment Firm Secures CISI Chartered Firm Status

The status is awarded by the Chartered Institute for Securities & Investment. ...