The week on eprivateclient: BDO, Credit Suisse, Jersey Finance, Vistra and more....

19/05/2017 Will Sidery

A look at the top stories on eprivateclient this week.....


Credit Suisse appoints Carolyn Steppler as head of UK wealth planning for Investment Wealth Management (IWM) Europe in Switzerland. Ms Steppler - who was named as an eprivateclient 50 Most Influential from 2012 to 2015 - joins Credit Suisse from EY in London, having joined the latter in November 2010 and served as a partner


Global fiduciary services provider Vistra acquires the compliance division of Foster Raffan, a boutique chartered accounting firm based in Sydney, Australia. The team of 17 staff at Foster Raffan’s compliance division, led by partner, Vivien Tang, will join Vistra where Ms Tang will remain responsible for her team, whilst taking up the role of head of international expansion in Australia within Vistra

Eight out of ten British adults believe the next UK Government should take action to prevent UK companies from avoiding tax, according to new research commissioned by international poverty charity ActionAid


Law firm RadcliffesLeBrasseur promotes Marianne Frall and Hetty Maher to the firm’s partnership. Ms Frall specialises in healthcare law and works in the healthcare providers team, whilst Ms Maher – who joined the tax and private client department in 2011 - specialises in onshore tax and private client business


Speaking at Jersey Finance’s annual private wealth conference in London, the promotional body’s chief executive Geoff Cook looks at what might impact the global economy in the coming months

Accountancy firm RSM advises revisions to the UK’s substantial shareholding exemption (SSE) rules could offer useful tax planning options for family businesses


Accountancy firm BDO boosts its UK private client offering with three hires in the South of England. Majid Hussain joins as a tax director from Deloitte, whilst Charlotte Wates (formerly of Saffery Champness and Deloitte) and Alice Flaxman (formerly of Saffery Champness and RSM) join as managers

Readers still have their chance to have their say in eprivateclient’s Global Wealth Management Centres Survey which remains open for professionals to let us know which jurisdictions they do business with and why. Click here to complete the survey

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