Companies
InvestCloud teams up with fintech firm for Latam wealth platform
Solution will help affluent Latin American savers access US investment markets
Wealth manager creates Aim IHT managed portfolio service
Following demand from its private client and financial intermediary customers
Ex-Capital AM financial planner launches advice business
He was also previously at Standard Life
Wealth manager sets up shop in Dubai
It already has offices in Saudi Arabia and Bahrain
24% rise in number of inheritance tax payers
Frozen thresholds will lead to more ‘record breaking numbers in the years to come’