News
Global wealthtech firm in ‘active discussions’ over €5.5bn sale
There is no certainty that a deal will be agreed
Global financial services group buys Guernsey trust business
To bolster its offering in the Channel Islands
59% of potential expats concerned about tax implications of moving
‘Crucial’ advisers can help reduce the time people spend worrying about money matters
US in the news: Savant WM buys Atlanta advice firm
A round-up of people moves and M&A deals across North America
Best Practice | news 24 Feb 23
Should financial services firms partner with sports clubs?
There could be commercial benefits for companies as well as the opportunity to educate players