Evelyn Partners Int’l teams up with Jersey cash deposit platform
In a bid to help clients ‘make the most of their savings’
Author: Robbie Lawther
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Will Spain scrap its golden visa programme?
Pulling the plug could be ‘counter-productive’
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Liquidation-hit wealth manager under investigation
UK lifeboat scheme is now accepting claims against the company
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US taxman warns investors over Maltese retirement schemes
‘International tax compliance remains a high priority’
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Aviva-owned advice company snaps up IFA business
It is the firm’s 62nd acquisition since 2014
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UBS revamps management team ahead of Credit Suisse merger
As the wealth manager sets out its post-deal operation model
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Abu Dhabi Global Market expands footprint
Following increased demand from international companies looking to set up in the UAE
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US in the news: Pathstone buys Texas-based wealth firm
A round-up of people moves and M&A deals across North America
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Investors lose appeal over film tax avoidance scheme
Promoters ‘will take every step to limit their liabilities should things not pan out as expected’
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PEOPLE MOVES: Canaccord Genuity WM, Evelyn Partners, Rockpool Capital
Wealth manager bolsters Isle of Man office, as financial services group expands Bristol financial planning team
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AI wealthtech platform raises $12m
Funding will be used to bolster its wealth management tools
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Digital advice firm wants to become IFA consolidator
Following a change in majority shareholders