PEOPLE MOVES: Standard Chartered, Lombard International, IWP
Bank hires global head of wealth management, as solutions provider names managing director of Europe
Lombard International
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Lombard Int’l unveils covid-19 social distance selling strategy
Policy subscriptions will be carried out remotely, in a ‘compliant, secure and efficient manner’
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How global families can plan for UK IHT
Tax treaties, recognition of trust structures and different laws make inheritance hard to navigate
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Brexit day is ‘only the beginning’ for the UK
As it faces more ‘substantial and daunting task’ of agreeing trade deals with all 27 EU states
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‘Vague’ EU tax rules create cross-border headache
What does the newly-implemented EU directive mean for intermediaries?
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PEOPLE MOVES: FCA, Lombard International, Indosuez WM
UK regulator names interim CEO, while life assurance firm hires group chief executive
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PEOPLE MOVES: DeVere Acuma, Close Brothers, Aviva
General manager joins from FPI, while asset manager names managing director
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How to help spell out ESG in the wealth sector
With more HNWIs looking towards green investing, firms need to open ‘active dialogues’ with clients
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PEOPLE MOVES: Intelliflo, Lombard International, HSBC
Former CEO returns to top job at technology provider and insurer names Swiss director
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PEOPLE MOVES: Columbia Threadneedle, Deutsche Bank WM, Barclays
Asset manager CIO resigns, as German bank hires managing director for China
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PEOPLE MOVES: UBS, Seven Investment Management, Natixis IM
Swiss bank names successor to co-president of global WM, as UK investment manager makes c-suite hire
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PEOPLE MOVES: DeVere Group, HSBC, Deutsche Bank WM
Global financial adviser firm makes two hires and German bank appoints Gulf head of wealth management