PEOPLE MOVES: InvestCloud, Eastspring, Kingswood
CEO leaves global wealthtech firm, as asset manager names interim chief executive
Barnett Waddingham
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PEOPLE MOVES: Brooks Macdonald, Barnett Waddingham, Moneyfarm
Head of responsible investments departs wealth manager, while consultancy firm hires CEO of Sipp arm
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PEOPLE MOVES: Zurich, Hargreaves Lansdown, Transact
Insurer reshuffles global senior management, while platform’s head of research departs
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Inheritance tax untouched by UK chancellor
But budget sees £90,000 increase in tapered annual allowance
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Will IFA acquisitions be scuppered by DB pension transfers?
Anything that represents risk and potential future liability will impact valuation and M&A deals
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What’s next for the DB pension transfers?
As market has a lack of high-quality, affordable financial advisers
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PEOPLE MOVES: SJP, Guernsey Finance, Pensionhelp
St James’s Place hires a partner from Odyssey Asset Management, Guernsey Finance appoints a permanent representative in Hong Kong and Pensionhelp snares an ex-Financial Conduct Authority (FCA) heavyweight.