Family inheritance talks ‘still not happening enough’
One of the ‘worst situations’ is where clients are ‘vulnerable, bereaved and have no Will’
Zedra
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Increase in demand for deed of variation in trust planning
It ‘can provide a useful solution to address’ inheritance tax concerns
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Why are HNWs attracted to private fund structures?
Hedge and private equity funds may not offer the ‘greatest degree of flexibility’
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PEOPLE MOVES: HSBC, Succession Wealth, Nedgroup Investments
Bank makes c-suite changes in its wealth unit, while advice firm hires chief commercial officer
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PEOPLE MOVES: ASI, Cazenove Capital, Intelliflo
Investment firm names global head, while Schroders wealth management subsidiary bolsters UK presence
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Private wealth service provider sets up UK estate planning unit
It will also look after international clients with British assets
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PEOPLE MOVES: Utmost Wealth, Morningstar, STM
Head of sales joins life insurer, while investment research firm makes Middle East promotion
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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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BNP Paribas WM sells off Singapore trust business
But the French bank will continue to offer its clients wealth management services
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M&A triple for global financial advice sector
AFH, Morningstar Australasia and Zedra all complete acquisitions
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Winners Gallery: Global Financial Services Awards 2019
Photos of the winners and gala dinner Click through the slides below to see who triumphed!
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PEOPLE MOVES: AAM Advisory, Withers, Wealth Wizards
Singapore advice firm makes double hire, as law firm appoints head of pensions