PEOPLE MOVES: Evelyn Partners, Globaleye, M&G
Wealth manager names CEO, as advice group hires director of wealth planning
Evelyn Partners
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Should inheritance tax be scrapped?
After Conservative MPs reportedly call for the UK prime minister to abolish ‘morally wrong’ IHT
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PEOPLE MOVES: Ardevora AM, CII, Evelyn Partners
Investment firm appoints CEO, as professional body names interim vice president for local institutes
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PEOPLE MOVES: FWD Group, Melbourne Capital Group, BNP Paribas WM
CFO exits insurance company, as advice firm names head of business development
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PEOPLE MOVES: Schroders, Novia Financial, Man Group
Asset manager names global head of wealth management, as platform makes c-suite change
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Evelyn Partners Int’l teams up with Jersey cash deposit platform
In a bid to help clients ‘make the most of their savings’
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Liquidation-hit wealth manager under investigation
UK lifeboat scheme is now accepting claims against the company
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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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Evelyn Partners adds four model portfolios to int’l MPS range
Strategies are defensive, conservative, growth and maximum growth
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HMRC rakes in record high of £7.1bn in IHT receipts
It is ‘no longer a tax only on the wealthiest estates’
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PEOPLE MOVES: MFSA, Nomura, Marlborough
Malta regulator names CEO, as bank expands Asia wealth operation
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Evelyn Partners boosts professional services arm with M&A deal
Acquired firm offers a range of personal tax services