Latest news
HSBC eyes hiring spree in Asia wealth business
As part of the bank’s $6bn investment in the region
78% of Brits over 60 do not have an estate plan in place
But 72% intend to pass assets to their children after they die
STM sells Jersey trust businesses for £1.86m
To ‘focus on core activities of pension administration and provision of life assurance wrappers’
US in the news: Coldstream WM and Paracle Advisors merge
A round-up of people moves and M&A deals across North America
NAB sale of wealth arm to IOOF approved
A$1.4bn deal could not go ahead until Aussie regulator gave green light