Quilter doubles DB legacy contingency fund to £24m
As the firm moves from ‘significant advice business acquisitions’ to focus on organic growth
Ex-DeVere duo fined $750,000 by US regulator
One was also handed a permanent ban
Global life insurer opens Singapore branch
It received licence approval from the regulator in May 2020
Bank of Singapore expands Middle East footprint
It has had a presence in the region since 1996
Best Practice | 11 Aug 20
Wealth transfer – certainty in an uncertain world.
David Denton, Head of Technical Sales, outlines the key considerations for advisers when succession planning for their wealthy clients. Help your clients to plan to pass on their wealth at a time of uncertainty Having accumulated wealth, internationally mobile and high net worth clients then face the matter of succession law and how they […]