United Kingdom
PEOPLE MOVES: Weatherbys PB, Julius Baer, Highvern
Private bank hires associate director, as wealth manager bolsters Brazil operation
FCA warns investors about mismanagement of trust schemes
UK watchdog says it has seen cases of trustees making ‘unsuitable investments’
HMRC rakes in record high of £7.1bn in IHT receipts
It is ‘no longer a tax only on the wealthiest estates’
Wealth management veterans acquire financial advice company
Duo eye further M&A deals in 2023
Another British Steel advice firm under investigation
Company dissolved in June 2022