01/26/2026
In her role, she will lead and manage a team overseeing portfolios that serve ultra-high-net-worth Asian families with a focus on relationship management, strategic advisory, and the delivery of comprehensive wealth solutions.
01/26/2026
His expertise spans pensions and retirement planning, tax-efficient investing, inheritance tax planning, personal protection and wealth structuring, particularly in relation to business exits.
01/23/2026
The team provides comprehensive financial planning services, specializing in tax and estate planning strategies, and they serve professionals, next generation accumulators, retirees, entrepreneurs and families.
01/23/2026
Recognising colleagues in Jersey, Guernsey and Ireland offices, 23 individuals have been promoted for their continued commitment and contribution to the firms’ successes.
01/22/2026
Her work included portfolio construction, macroeconomic analysis, and asset and manager selection for sovereign wealth funds and public pension plans.
01/22/2026
In his new role, he will be responsible for aligning sales, partnerships and client growth across all DASH products, with a focus on sustainable revenue growth.