STEP
Inheritance tax is in ‘dire need of reform’
STEP says it wants to see a low flat-rate estate tax regime with few reliefs and exemptions
PEOPLE MOVES: FWD Group, Amundi, Novia Global
Insurance company makes c-suite change, as asset manager names CEO of Italy and Austria
PEOPLE MOVES: Kingswood, 7IM, HSBC Private Bank
Three senior promotions and a hire at wealth firm, while investment manager’s co-founder retires
PEOPLE MOVES: Axa, LGIM, Aviva
Insurer names group chief innovation officer, while investment manager hires compliance chief
PEOPLE MOVES: Deutsche Bank, RLAM, J. Safra Sarasin
After Deutsche Bank’s head of anti-financial crime stepped down just six months into the job, the German bank has named his replacement. RLAM has created a global equity team by poaching three staff from Waverton IM, while J. Safra Sarasin has a new managing director for client advisory in Hong Kong.