04/22/2025
The guide covers regulatory frameworks and licensing schemes across key markets in Asia, Middle East, and Africa to help corporates and fintechs navigate the evolving global payments landscape
04/16/2025
Following this transaction, Rockhold will continue to operate under its existing leadership, broadening 7IM's funds and MPS offering, which are a core component of 7IM's growth strategy.
04/14/2025
At the heart of the storm is Reyl, a Geneva-based boutique bank that has long marketed itself as a discreet and customer-focused institution for wealthy international clients.
04/09/2025
This environment also increases the risk of recession in all countries, including the US.
04/09/2025
Supporters of a wealth tax say it will raise billions for vital services, but critics argue it will be a nightmare for HMRC. What do you think?
04/08/2025
The proposed changes seek to ease market entry, boost growth, enhance competition, and foster innovation in the sector.
04/02/2025
Deutsche Bank-owned DWS had publicly claimed that it was a "leader" in environmental, social and governance (ESG) investing, and that ESG was an integral part of its DNA.
04/02/2025
UK’s outlook contrasts with recent German fiscal ambition, and leaves the UK limited room to respond to a rapidly changing global outlook
04/02/2025
Taxpayers can adopt several simple strategies to preserve and grow their wealth, and seeking financial advice can be an invaluable resource for providing peace of mind while helping people to achieve their goals and prepare for all scenarios.
04/01/2025
The company's broad and diverse product range means that clients have solutions made just for them, allowing Brooks Macdonald to support clients throughout their entire lives as needs and circumstances change.
04/01/2025
The Swiss Financial Market Supervisory Authority FINMA has announced an adjustment to its organisation. It is creating a new cross-divisional function for “Integrated Risk Expertise” and merging the “Markets” and “Asset Manag
03/25/2025
Seraina Invest has picked up its Finma licence as it sets its sights on launching new real estate funds.
03/19/2025
Consequently, UK stocks listed on AIM will now have a 20% inheritance tax applied to them, as part of measures aimed at raising up to £2bn.
03/19/2025
Fellow US manager Federated Hermes also adjusts names, exclusions for ESG, SDG and biodiversity funds.
03/17/2025
Relocating to Spain can be highly lucrative for professionals due to tax advantages.
03/17/2025
The founder of Odey Asset Management has been fined and banned for showing ‘reckless disregard’ for governance.
03/14/2025
Thomas Kowalczyk has stood up Steadtrust LLC, a Dallas-area RIA.
03/13/2025
The China Securities Regulatory Commission has approved the sale of a 36.01 percent stake to Beijing State-owned Assets Management.
03/13/2025
Additionally, ASIC determined that Mr Surtenich lacked the necessary judgement and competence to be a financial adviser.
03/11/2025
The new licensing requirements, which must be complied with at all times, primarily serve to protect investors from unfair business practices and to strengthen the reputation of the Swiss financial centre.