Latin America
40% of HNWs globally do not have formal inheritance plan
Inadequate strategies ‘can be costly and could lead to unresolved family conflict’
Blacktower unveils Panama advice operation
Country ‘is a valuable addition’ to the firm’s regulatory footprint
PEOPLE MOVES: Invesco, Julius Baer, Societe Generale
Head of multi asset retires from investment firm, while wealth manager reshuffles Americas team
£226m Harlequin fraudster handed 12-year prison sentence
After he was found guilty of running the scheme in August 2022
Credit Suisse sells part of Mexico operation
Bank will still offer wealth services to clients with ‘complex and global’ needs