AWD Chase de Vere has launched a tax and trusts division for legal and accountancy and corporate clients.
The wealth manager has appointed Paul Grafton-Holt and Claudio Bacci as directors of the team, which also includes a client relations manager. AWD will appoint a technical manager within the next month. Grafton-Holt and Bacci will provide a technical resource to advisers on investing and managing wealth offshore, tax wrappers and advice on strategic senior management remuneration packages. Both previously spent the last four years as directors of the tax and trusts services team at financial and risk services company Alexander Forbes. Before joining Alexander Forbes, Grafton-Holt spent ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes