United Kingdom
Jersey-based Crestbridge promotes four in family office team
Their work spans multiple jurisdictions including Switzerland, Cayman, Middle East and the US
Foster Denovo adds £87m AUA with acquisition of Verum Wealth
It marks the firm’s seventh acquisition in just over a year
Tax & Regulation | 7 Jan 25
UK Treasury Committee launches Lifetime ISA review
Lifetime ISAs offer an upfront bonus and tax-free access for a first property purchase
People Moves | 7 Jan 25
RSM UK appoints new private client tax partner
She is based in RSM’s Edinburgh office and supports clients throughout the UK
Wren Sterling Group exec chair Ian Darby steps down
His position as executive chairman in Wren Sterling Financial Planning will not be replaced