PWC Makes its Way to the Top in Switzerland – and Hopes for UBS
Figures show that gross revenues rose by 30 percent in the financial year to June.
Legal
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ZEDRA to acquire fiduciary services business from AlTi Tiedemann Global
ZEDRA will welcome 59 employees who have been providing trust, corporate, marine and aviation, and family office administration services through its offices in the Isle of Man, Geneva and London.
UBS's Ermotti to Get a Serious Case of Deja Vu as French Trial Continues
The trial overshadowed the end of Sergio Ermotti's first term as UBS's chief executive officer in the autumn of 2020.
Increasing the inheritance tax threshold will pull 12,500 families out of IHT annually
Quilter’s calculations show this reform would cost the Treasury on average £1.4 billion per year and prevent around 12,500 families paying inheritance tax each year.
Professional Investment Portfolio Management
As a result, certain UK retail protections may not be available to clients of Fisher Investments.
Union Investment reshapes management of €20bn multi-asset range
The German fund house has reworked senior roles and prioritised risk metrics over asset allocation calls.
FCA issues stern warning to high-cost and underdelivering wealth managers
‘We have seen many wealth managers and stockbrokers failing to meet their obligations to provide a service that delivers good consumer outcomes’
Finma recognizes new risk – after the crisis is already over
The supervisory authority now attaches greater importance to the risks associated with liquidity and refinancing as well as the outsourcing of business activities.
German regulator finds ‘serious deficits’ in Leonteq’s due diligence
German regulator finds ‘serious deficits’ in Leonteq’s due diligence
Swiss SEBA Bank gets approval to provide crypto-related services in Hong Kong
SEBA will begin offering its services to institutional, professional investors and high-net-worth individuals in Hong Kong with immediate effect
How to prepare your taxes for 2024 if you’re a HNW
Tax advisers tell Spear’s how HNWs can get their affairs in order before the 31 January self assessment deadline and the new tax year in April
Types and uses of Cayman Islands law trusts
It is an arrangement intended for the safekeeping, management and eventual disposal of property.