How family investment companies can solve IHT problems
Set out ground rules for a shared understanding of how wealth will be managed, writes Edd Hollier and Phil Pellegrini
EFG
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PEOPLE MOVES: Investec, Irwin Mitchell, LGIM
Bank names CEO of its Channel Islands arm, as law firm appoints group chief executive
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PEOPLE MOVES: EFG Int’l, Old Mill, Omnis Investments
Financial services group names CEO of private bank, as wealth manager makes c-suite change
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PEOPLE MOVES: Blacktower, Platform One, M&G Wealth
Advice company names joint managing director, as platform hires COO
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PEOPLE MOVES: UBS, Novia Financial, IoMFSA
Wealth manager names CEO, as platform announces c-suite departure
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PEOPLE MOVES: EFG, Omnis Investments, First Abu Dhabi Bank
Banking group bolsters Hong Kong operation, as investment firm hires chief executive
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PEOPLE MOVES: Hargreaves Lansdown, EFG, Shard Capital
Investment giant names CEO, as financial services group bolsters Dubai operation
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Private banking group sets up Israel office
It is the second company in a week to bolster its offering in the country’s wealth market
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PEOPLE MOVES: GSB Capital, EFG International, Seccl
UAE advice firm hires managing partner, while Swiss private bank names chairman
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PEOPLE MOVES: Deutsche Bank, Wren Sterling, IQ-EQ
Banking group hires Asia CIO, while financial advice firm names CEO
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EFG International sells minority stake in Spanish private bank
Deal will enable ‘us to focus fully on our core’ business
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PEOPLE MOVES: Natixis WM, Goldman Sachs AM, BNY Mellon IM
Wealth manager names CEO, while asset manager hires head of Emea retail