Inheritance tax: Government takings grow to £597 million amid frozen thresholds
Wealth managers said many are turning to gifting or donating to avoid having to pay the tax
Source: standard.co.uk
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Delta Capita, The Financial Services Unit Of Prytek, Appoints Julian Chesser As Regional Head Of APAC
Delta Capita, a Capital Markets consulting, managed services and technology provider has welcomed Julian Chesser as its Regional Head of APAC.
City Of United Kingdom Julian Chesser Joe Channer Global Markit Management Committee Financial Services
Source: crowdfundinsider.com
Clarity AI: 44% of Professional Investors Are Now Using Sustainability Analytic Capabilities or Data from Multiple Service Providers
Clarity AI: 81% of Professional Investors Are Open to Switching Sustainability Analytic Capabilities or Data Service Providers to Access Higher Quality Data 44% of professional investors are now using
Source: finanznachrichten.de
Steward Partners' Joe Faber Named to CFO 5
/PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, proudly announces that Joe Faber, Chief...
Michaela Morales Joe Faber Steward Partners Investment Advisory Neither Steward Partners Investment Solutions Dow Jones Company Prnewswire Steward Partners Global Advisory
Source: prnewswire.com
FCA eyes simplification of UK listing rules
The Financial Conduct Authority has proposed to reform the UK listing regime to simplify and streamline the current framework.
Source: investmentweek.co.uk
M&A activity in wealth management sector set for significant rise
M&A activity levels in the UK wealth management sector are set to increase significantly as firms pursue scale ups and digitalisation.
Source: investmentweek.co.uk
G4 FRIENDS Conference
The first and only global conference focused on blockchain, and crypto funds is going to take place on 22 September in Limassol, Cyprus, Europe.
Family Offices Wealth Managers High Net Worth Individuals Accredited Individual Eastern Europe Middle East
Source: coinspeaker.com
Steward Partners Honored on USA Today's Inaugural List of Best Financial Advisory Firms
/PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, proudly announces the firm has been awarded on...
United States Michaela Morales Mellon Pershing Jim Gold Investment Advisory Services Steward Partners Investment Advisory
Source: prnewswire.com
Global Private Banking Awards: Meet the judges
The latest news and analysis on the Nordic institutional investment industry, interviews with key industry figures and in depth investor profiles, from pwm, a Financial Times service.
Source: pwmnet.com
Steward Partners Honors 16 Advisor Partners Named to 2023 Forbes Best-In-State Wealth Advisors List
/PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, applauds its 16 advisor partners named to the...
Source: prnewswire.com