Companies
Increase in demand for deed of variation in trust planning
It ‘can provide a useful solution to address’ inheritance tax concerns
UBS unveils family trust solutions in China
It is reportedly the first foreign bank to provide the services onshore
Italian firms team up to roll out digital wealth solution
It will leverage artificial intelligence and open banking technology
Will retail investors embrace ESG like UK advisers have?
As a quarter of clients are yet to incorporate sustainability preferences in portfolios
PEOPLE MOVES: CPR AM, Stanhope Capital, Perceptive Planning
Amundi subsidiary names CEO, as global wealth manager hires CFO