Financial planning | 26 Sep 24
CISI joins Financial Planning Standards Board to mark World Financial Planning Day
The eighth annual World Financial Planning Day takes place on 9 October
Tax & Regulation | 26 Sep 24
Labour crackdown on non-doms may raise no money says Guardian report
James Quarmby who is partner of Stephenson Harwood, commented on ‘why this Guardian article is significant
Financial planning | 25 Sep 24
Governance is the top challenge for family offices, says global research study
The study covered more than 300 family office professionals managing a combined $155bn in assets
Avaloq partners with Gulf Bank wealth arm to boost wealth offering
InvestGB will implement Avaloq’s advanced platform
Isle of Man-based Charterhouse Lombard acquires BSpoke 360
Its Dubai office also celebrates its 20th anniversary this year