PEOPLE MOVES: Vontobel, Lazard AM, Progeny
CEO to leave financial services giant, while chief executive of Middle East steps down from asset manager
Withers
-
-
Withers invests in digital estate planning platform
Law firm will initially offer the service to clients in the UK before rolling it out in other markets
-
Withers creates legal service for HNW clients in Middle East
It will be led by the co-founder of asset manager Darin Partners
-
International inheritance and succession network hits the market
It will help individuals, family offices and advisers manage the complexities of cross-border planning
-
PEOPLE MOVES: Sun Life, Time Investments, Julius Baer
Insurer names president of Asia operation, as investment manager hires head of strategic partnerships
-
How to deal with unexplained wealth orders
‘Clients should be looking at undertaking an information audit as best practice’
-
Is a wealth tax the solution to rising UK debt?
Predicted deficit expected to hit 19% of GDP – the highest peacetime figure on record
-
Singapore eyes 50% penalty for tax avoidance
People will only have one month to pay even if they appeal the fine
-
US grants tax relief to foreigners stuck in the country
They will be given a 60-day exemption due to covid-19
-
Tax wish list for the wealth industry
Changes to IHT, stamp duty, property, trusts and pensions in private client space wanted
-
Advisers and clients feel paralysed by Brexit
With Nigel Farage and Jeremy Corbyn in last place for votes if a general election was held tomorrow
-
PEOPLE MOVES: AAM Advisory, Withers, Wealth Wizards
Singapore advice firm makes double hire, as law firm appoints head of pensions