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Over two thirds of family business owners do not have a succession plan
Over two thirds (69%) of family business owners do not have a succession plan detailing what will happen to the business and ...
International Adviser
1 天
Blacktower FM founder John Woodwood gains lifetime achievement award
Blacktower Financial Management founder and group chairman John Westwood has been honoured with a Lifetime Achievement Award ...
International Adviser
1 天
Janus Henderson launches income ETF
Janus Henderson has launched its new Income ETF, aimed at achieving a high current income with a secondary focus on capital ...
1 天
WBR Group expands in SSAS sector with acquisition of Brunel Trustees
WBR Group, the UK’s largest independent provider of SSAS services and tax experts has acquired NM Perris & Co Ltd, which ...
1 天
Schroders Personal Wealth appoints ex-Close Brothers AM CEO to its board
Schroders Personal Wealth (SPW) – the joint venture between Lloyds Banking Group and Schroders – has appointed experienced ...
2 天
Advanta adds £800m AUM with acquisition of City Financial Planning
Advanta Solutions has acquired City Financial Planning Limited, adding a further £800m of AUM under its stewardship. City ...
3 天
Fulcrum to launch diversified private markets LTAF
The WS Fulcrum Diversified Private Markets LTAF is an open architecture solution, with the underlying managers drawn from ...
5 天
CII names seven new chartered corporate adviser firms
The Chartered Insurance Institute (CII) has named seven new insurance and financial planning firms which have achieved ...
5 天
Three themes for bond investors from the US election
Also, we must remember that Trump is a businessman. He knows the other side of government spending is corporate profits and ...
5 天
Cyprus-run fake investment platforms defraud German investors of €10m
German and Cypriot authorities have launched a coordinated operation to block 13 fake investment platforms, with support from ...
5 天
AXA Switzerland launches bancassurance solution powered by additiv tech platform
Protect gives banks direct access to the platform without the need for additional integration with existing IT systems ...
International Adviser
6 天
Succession planning under a high tax regime
In a record-breaking year for elections the debate over the appropriate taxation of wealth continues to be heated. With over ...
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