Industry
Latin America | 8 Jan 25
Julius Baer to sell Brazilian wealth manager unit to BTG Pactual
Julius Baer Brazil has offices in São Paulo, Belo Horizonte, and Rio de Janeiro
Jersey-based Crestbridge promotes four in family office team
Their work spans multiple jurisdictions including Switzerland, Cayman, Middle East and the US
Foster Denovo adds £87m AUA with acquisition of Verum Wealth
It marks the firm’s seventh acquisition in just over a year
Tax & Regulation | 7 Jan 25
UK Treasury Committee launches Lifetime ISA review
Lifetime ISAs offer an upfront bonus and tax-free access for a first property purchase
Best Practice | 7 Jan 25
IA Global Financial Services Awards are back for 2025
The International Adviser Global Financial Services Awards for 2025 will be launched soon with all categories for 2025 open for nominations