08/27/2025
UK seeing far greater exodus of wealth than it is attracting under the FIG regime
For this cohort, the new FIG regime is attractive as they have four years tax free on overseas income and gains and are IHT exempt for 10 years.
Wealth and Asset Management
08/27/2025
CaixaBank exceeds €2.5 billion in financing for the hotel and tourist accommodation sector in the first half of 2025, with year-on-year growth close to 45%
This volume was formalized through a total of 2,357 credit operations signed across the country, representing a year-on-year increase of 24.2%.
08/27/2025
Royal Bank of Canada reports third quarter 2025 result
All amounts are in Canadian dollars and are based on financial statements presented in compliance with International Accounting Standard 34 Interim Financial Reporting
08/27/2025
Paying for our pensions
This conjures up a picture of warehouses full of stockpiled food, clothes and all the other things we’ll need when we retire.
08/26/2025
HSBC unit to halt services to ‘high risk’ Middle East wealthy clients
The move follows a finding by the Swiss banking watchdog Finma that the lender’s private bank failed to conduct adequate due diligence on high-risk accounts held
08/26/2025
Danske Bank's Strategic Expansion and Technological Innovation in Private Banking: Reshaping Nordic Wealth Management
Danske Bank has strategically narrowed its focus to Denmark, Finland, and Sweden, where it aims to dominate high-value segments.
08/26/2025
Citi Wealth Launches “Advisor Insights” Pilot and “AskWealth,” AI-Driven “Gamechangers” for Client Communications
The AI-powered innovations mark a significant step forward in Citi Wealth’s AI, data, and technological capabilities
08/26/2025
Investors ditch wealth managers over fees despite strong returns
The findings highlight an increasing sensitivity among affluent investors to the impact of charges on long-term outcomes.
08/26/2025
VP Bank reports half-year profit of CHF 28.8 million and significant net new money inflows with annualised growth of 8.3 per cent
VP Bank has taken decisive steps with the package of measures launched in 2024 to increase efficiency and accelerate growth.
08/26/2025
Ukraine’s PrivatBank posts 14% profit rise, accounts for nearly half of sector earnings
The top five also included state-owned Ukreximbank with 4.22bn hryvnias, and First Ukrainian International Bank (FUIB) with 3.57bn hryvnias, both recording slight declines.
08/26/2025
Migros Bank further expanded its business in the first half of 2025
Migros Bank also received various awards in the areas of credit cards, investing, digitalization, and customer satisfaction.
08/22/2025
Morgan Stanley Investment Management’s 1GT Invests in Series C Funding for Overhaul Group
The Company’s proprietary IoT-enabled software provides real-time cargo tracking and protection, while proactively responding to threats to asset integrity.
08/22/2025
Bank of Singapore loses private banker
The private banker had been with the Singaporean bank for over seven years, and was previously with UOB and UBS.
08/22/2025
What not to do with £100 million, according to top wealth managers
Leading voices from the Tatler Address Book share the pitfalls to avoid
08/22/2025
Centricity Expands Private Banking Team to Boost Reach Beyond Metros
They will manage portfolios exceeding INR100 crore (USD12 million) in major cities, and portfolios above INR50 crore (USD6 million) in tier II and III locations.
08/22/2025
UBS slashes euro zone corporate earnings outlook for 2025
UBS, which had previously estimated flat growth for 2025, expects earnings to recover with a 5% growth in 2026 and a faster acceleration in 2027, supported by improving trade dynamics and policy clarity.
08/22/2025
The power of precision: private banks turn to new generation of clients
By combining different types of artificial intelligence, wealth managers can deliver a personalised service to today’s younger, affluent clients
08/22/2025
Clientis Key figures and annual reports
Information on the business development of the Clientis Group and Clientis banks
08/22/2025
Luzerner Kantonalbank Reports 1st Half 2025
Best half-year result in history
08/22/2025
UBS and Gaëlle Deschamps Empower the Next Generation of Female Leaders in Jersey
“Empowering young women to lead isn’t just morally right — it’s economically smart. Closing the gender gap could unlock $12 trillion for the global economy.