Brown Shipley
PEOPLE MOVES: Brooks Macdonald, Shard Capital, Raffles FO
Investment manager names CIO, while wealth firm makes c-suite change
Five million wealthy Brits will not receive inheritance
As only 40% of HNWs have plans in place to minimise the tax paid by beneficiaries
PEOPLE MOVES: Beaufort Financial, Barclays, Brown Shipley
Wealth firm hires head of advice, while private bank creates global family office role
PEOPLE MOVES: Openwork, Brown Shipley, Quintet
Advice network’s parent company and UK and Luxembourg private banks hire chairmen
Best Practice | 20 Apr 20
UK wealth firms team up to support health service
As Zurich in the Middle East finds alternative ways to help life customers