Julius Baer sells 50% stake in Mexican wealth manager
But will still retain 19.9% of the business as it remains ‘committed’ to the market
News
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HNWs urged to gift to charities for IHT benefits
Law firm calls on government to make donations more tax-efficient
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Zurich takes over ANZ life business in Australia
It will offer roles to employees looking to transition to the insurer
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What’s next for UK and international platforms?
Praemium sale is ‘an interesting illustration’ of the ‘developmental currents present’ within both sectors
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UK investment platform unveils fixed-fee Sipp
‘More conversations need to be had about meaningful, long-term savings’
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US in the news: CI Financial buys California wealth firm
A round-up of people moves and M&A deals across North America
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PEOPLE MOVES: Cushon, Natixis IM, Phoenix Group
Fintech pension and savings provider makes c-suite hire, as investment firm bolsters distribution team
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EU hits out at golden visas amid Ukraine-Russia conflict
‘The Kremlin has long thought it could buy its way into Europe. It’s time to close any loopholes’
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Management buyout at Europe-based expat advice firm
Deal ‘provides the momentum for executing new growth strategies’
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AI-driven Singapore fund manager receives regulator grant
As it partners with wealth managers and insurers to help them build portfolios for their clients
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Ex-Continental Wealth clients still waiting for compensation
STM and Momentum Pensions were ordered to pay redress by Maltese arbiter in December
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Isle of Man scraps Tier 1 Investor Visa
No applications for the scheme have been received since 2017