Succession planning legislation needs modern makeover
‘Antiquated’ laws are proving to be a thorn in the side of cross-border families
‘Antiquated’ laws are proving to be a thorn in the side of cross-border families
Deal adds around £260m assets under management
‘Firms like Wealthify offer B2B and make the point that small pots are viable’
HSBC Life discovers an ‘intrinsic link’ between financial planning and improved mental and physical health
Meet the rising stars and peer group ready to fill the gap left by two industry veterans
Wealth manager reports record gross flows of £4bn
Acquirer wants to make deals ‘at a sensible and sustainable pace’
To give clients and advisers ‘another way to access the people and planet-focused investment solution’
Assetco and Premier Miton have put forward offers for the business
Clients may be eligible for compensation
Investment management recruitment lifts off in Scotland, while Swiss private bank targets domestic growth
It adds £55m AUM to the group