Waverton Investment Management
News 24 Jan 18
Advisers must be aware of the complexities US clients face
American citizens living outside the US often have their financial lives made more complex by local advisers who do not appreciate their need for joined up advice to avoid negative tax treatment by US or local authorities.
News 4 Aug 17
PEOPLE MOVES: Holborn hires CCO as part of big expansion
Holborn Assets is planning to expand across the Middle East and Asia over the next 12 months, while Schroders has created a new sales director role for the Middle East. A Manulife insurance salesperson in Hong Kong has been added to the Guinness Book of World Records for his astonishingly long career.
News 17 Jan 17
PEOPLE MOVES: Lombard Odier, J O Hambro, Brewin Dolphin
Lombard Odier Group has named two managing partners, with J O Hambro Capital Management confirming the resignation of its former group chief executive. Brewin Dolphin appoints a former Barclays Wealth banker as divisional director.