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Companies | 23 Jul 21

US in the news: Mariner Wealth Advisors buys California firm

A round-up of people moves and M&A deals across North America

Companies | 23 Jul 21

Lombard International under investigation in Italy

Following allegations of tax evasion and money laundering

Companies | 23 Jul 21

UK regulator bans jailed financial adviser

He stole more than £600,000 from family members

Increase in demand for deed of variation in trust planning

Companies | 23 Jul 21

Increase in demand for deed of variation in trust planning

It ‘can provide a useful solution to address’ inheritance tax concerns

Asia | 22 Jul 21

UBS unveils family trust solutions in China

It is reportedly the first foreign bank to provide the services onshore

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.