Taxman rakes in record £3.5bn in IHT in just six months
Increase in inheritance tax receipts ‘will be music to the ears’ of the Treasury
Evelyn Partners
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PEOPLE MOVES: Hargreaves Lansdown, Schroders PW, UBS
CEO to retire from investment firm, as advice group names chief technology officer
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PEOPLE MOVES: Syz Capital, AllianceBernstein, L&G
Swiss company names managing partner, while investment firm hires director of Italian distribution
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PEOPLE MOVES: Equiom, Allspring Global Investments, Deutsche Bank
Financial services provider makes c-suite change, as independent asset manager names Singapore CEO
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PEOPLE MOVES: Nedgroup Investments, CII, Morningstar WP
Asset manager names MD of international business, as professional body appoints president
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PEOPLE MOVES: M&G, Pictet, GPP
International savings and investment business names CEO, as private bank makes c-suite change in Asia
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PEOPLE MOVES: Natixis IM, LV=, Blackrock
Investment manager names Singapore boss, while UK insurer hires CEO
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How advice firms can deal with current economic climate
IFA owners ‘should get a grip of the key risks facing the business’
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Evelyn Partners buys investment management business
Deal brings in £90m in assets under advice
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PEOPLE MOVES: Bank Syz, Evelyn Partners, Robeco
Swiss group names head of client solutions, as wealth manager bolsters UK financial planning offering
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PEOPLE MOVES: Phoenix Group, Eastspring, BNP Paribas AM
Savings and retirement business makes c-suite changes, as investment firm names CIO
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Evelyn Partners adds seventh advice firm to succession programme
It is the second company to join the wealth manager’s Newcastle office through the scheme