Whitman Asset Management, a fund management and private client investment firm, has acquired Kestrel Partners’ AIM Inheritance Tax Portfolio service (KITS), bringing it within Whitman’s existing AIM IHT portfolio management business.
Protective Life Corporation (Protective), a wholly owned US subsidiary of Dai-ichi Life Holdings, has launched Concourse Financial Group (Concourse).
Phoenix American partners with Forge Trust to make it easier for IRA account holders to invest in alt assets
Phoenix American, a transfer agent and fund administrator for alternative investment sponsors, and Forge Trust, a provider of custody services for alternative investments, have announced a partnership to make it easier for IRA account holders to invest in alternative assets.
Chartered financial planners Tony Moss and Robert Goldschmidt have re-kindled their partnership by becoming founders of the brand-new Raymond James, Barbican.
Barclays Wealth Management & Investments is partnering with EOS at Federated Hermes, a specialist stewardship services provider.
Multi-family office Huriya Private has been appointed as an agent form North Macedonia’s long-awaited Citizenship by Investment programme, which require applicants to donate EUR200,0000 to a government fund in return for Citizenship and a North Macedonian passport.
The London Secretariat of MSI Global Alliance (MSI), an alliance of independent legal and accounting firms with 250 members across more than 100 countries, will be moving to the London offices of member firm and co-founder, haysmacintyre.
PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, has announced Rosie Reynolds Marketing as the latest PIMFA Plus partner, offering PIMFA members support in enhancing their digital marketing approach.
Jersey based FinTech business, EWG (previously eWealthGlobal) is launching a new alternative digital banking platform.
Workiva Inc has released results from a survey of individual investors that reveals approximately 70 per cent of respondents believe organisations have a responsibility to demonstrate ESG performance to investors, with Gen Z and younger millennial-aged investors (18-34 year-olds) the most demanding around ESG credentials.