eprivateclient

The week on eprivateclient: Rothschild Trust, Blick Rothenberg, PAM Awards and more...

News Team, 08/03/2019

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

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