M and A
8 October 2024

Deals Of The Day: The Latest In Wealth Management M&A – Cazenove Capital, Whitley AM

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

Strategy
8 October 2024

ANALYSIS: Wurster’s Challenge At Schwab: Don’t Mess Things Up

Our US correspondent looks at the change at the top of the US brokerage and financial services...

Trust Estate
8 October 2024

Financial Advice, Planning In A Fast-Moving World – In Conversation With Stephenson Harwood

As the UK moves to shut down the non-dom system, and other jurisdictions' charms wax and wane, a...

Tax
8 October 2024

Conference Preview: UK, Swiss Approaches To Taxation Of HNW Individuals – A Comparison

A conference exploring the implications of the end of the UK's resident non-dom system, and how...

People Moves
8 October 2024

Switzerland's Bonhôte Continues Hiring

The Swiss firm continues to add to its teams around the country. ...