Industry
Swiss wealth manager Indosuez acquires Banque Thaler
Indosuez Wealth Management now holds 100% of the capital of Banque Thaler
ASIC takes action against former adviser over conflicted superannuation advice
The regulator will seek to allege that Merhi used marketing companies to push potential clients to his financial advice businesses
Tax & Regulation | 28 Aug 25
Advisers see rise in use of deeds of variation to avoid IHT
Advisers say usage will increase over the next few years ahead of upcoming IHT changes
Chesnara eyes further M&A opportunities on the back of strong results
Cash generation increased by 26% to £37m in the first half of 2025
Half of millionaires leaving charitable gifts in will
Charitable will trusts and donor advised funds are also being used by one in three millionaires