Evelyn Partners
PEOPLE MOVES: Canaccord Genuity WM, Evelyn Partners, Rockpool Capital
Wealth manager bolsters Isle of Man office, as financial services group expands Bristol financial planning team
Evelyn Partners adds four model portfolios to int’l MPS range
Strategies are defensive, conservative, growth and maximum growth
HMRC rakes in record high of £7.1bn in IHT receipts
It is ‘no longer a tax only on the wealthiest estates’
PEOPLE MOVES: MFSA, Nomura, Marlborough
Malta regulator names CEO, as bank expands Asia wealth operation
Evelyn Partners boosts professional services arm with M&A deal
Acquired firm offers a range of personal tax services