Industry
Over 5,000 families reclaimed overpaid inheritance tax last year
With 1,000 families already reclaiming in 2023/24
Half of Europe’s asset managers yet to achieve 40% female representation on boards
Though boardrooms have ‘visibly evolved’, according to EY Investors Boardroom Monitor
Advice tech market lacks ‘effective collaboration and integration’
IA speaks with Fintel joint chief executive Matt Timmins about the progress of technology in the industry
What advisers need to know about the Isle of Man life industry
Market is ‘mature’ and ‘self-confident’
Lombard Odier eyes office in DIFC
Swiss private banking giant said it is in the process of obtaining a licence to set up in the centre