Compliance
12 February 2024

Swiss Regulator Updates EAM, Trustee Licences Data

The Swiss EAM and trustees industry has gone through a major regulatory change in recent years....

People Moves
12 February 2024

JM Finn Names New Chief Operating Officer

The chief operating officer comes from RBC Brewin Dolphin. ...

Tax
12 February 2024

UK Tax – Investigating Income From HNW Individuals At Record High

As UK chancellor of the exchequer Jeremy Hunt prepares the Spring budget on 6 March, and as HMRC...

People Moves
12 February 2024

Who's Moving Where In Wealth Management? – Quilter Investors, AXA IM, Others

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

People Moves
12 February 2024

Expansion-Minded Progeny Names Chief Financial Officer

The business has acquired almost 30 businesses, such as tax and financial advisors and accountancy...