A look at the top stories on eprivateclient this week…
Monday
Rothschild Trust rebranded as Sequent following a management buy-out of Rothschild Trust from Rothschild & Co, via a special purpose acquisition vehicle
The governments of Guernsey, the Isle of Man and Jersey raised strong objections to several amendments that are being proposed to the UK’s Financial Services (Implementation of Legislation) Bill
Tuesday
US law firm Katten Muchin Rosenman named Matthew Sperry as the newest member of its trusts and estates department
HMRC’s efforts to combat offshore tax evasion were boosted following the receipt of the 2018 wave of financial information under the Common Reporting Standard (CRS), according to Bill Duggan, tax manager at law firm Edwin Coe
Wednesday
Following the acquisition of Westleton Drake by Blick Rothenberg last summer, both firms are now operating as a single entity under the name of Blick Rothenberg
Fiduciary services provider Vistra appointed Alan Brown as its new chief executive and chief financial officer
Thursday
UK law firm BDB Pitmans hired Tristan Ward from Macfarlanes as a partner in its private wealth department, as part of the newly merged firm’s bid to build its private wealth offering
Asset manager Stellar launched an ‘all inclusive’ inheritance tax planning service that gives financial advisers access to a network of legal and tax advisers as well as estate administrators
Friday
Winners of the 2019 PAM Awards are revealed with 12 firms successful on Thursday night at the Dorchester in London