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UK remains a ‘powerhouse’ in family office landscape but lacks succession plans


By Jack Gray

The UK remains a ‘powerhouse’ in the global family office landscape but lacks focus on succession planning, according to a report from Agreus


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Multrees integrates Firenze Lombard lending solution

Multrees Investor Services has partnered with Lombard lending solution provider Firenze to make portfolio-backed lending accessible to more wealth managers and their clients

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IFAs urged to prioritise governance conversations

Independent financial advisers (IFAs) should prioritise governance conversations with their investment partners, Hymans Robertson Investment Services (HRIS) has urged

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Bordier UK completes strategic review of services

Wealth and investment manager Bordier UK has completed a strategic review of its services and introduced a series of changes to its proposition

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Number of higher and additional rate taxpayers rises by 88% in five years

The number of people paying higher or additional rate income tax in England has risen by 88 per cent over the past five years, analysis of Office for National Statistics data by Price Bailey has shown

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FNZ publishes AI roadmap for wealth management industry

Global wealth platform FNZ has published a roadmap for wealth management firms looking to utilise artificial intelligence (AI) to advance their businesses

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Wealth managers and advisers expect VCT tax relief cut to hit fundraising

Wealth managers and advisers believe the cut in venture capital trust (VCT) tax relief from 30 per cent to 20 per cent will hit fundraising, a survey by Calculus Capital has shown

FCA launches AI testing initiative

The Financial Conduct Authority (FCA) is to work alongside financial services firms to test artificial intelligence (AI) and better understand its potential benefits and risks

People moves: Raymond James Wealth Management, Skybound Wealth, and True Potential

The latest appointments in the wealth management industry
Sarasin & Partners launches Shariah investment service

Global investment manager Sarasin & Partners has launched a new Shariah investment service

Advisers seeking flexible IHT solutions amid increased estate planning demand

Adviser demand for flexible inheritance tax (IHT) solutions has increased amid concerns that pension reforms, client inertia, and policy uncertainty are leaving families exposed to potential IHT liabilities, according to Foresight Group

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