Managers of Wealth

TISE Signs Memorandum of Understanding with Boursa Kuwait to Strengthen Cooperation

The MoU aims to enhance technical and knowledge-based cooperation between the two parties.

Asset management update – Targeted support, Consumer Composite Investments, statement on the Consumer Duty, client categorisation, and fund liquidity risk management

Firms will need to be of the view that consumers will be in a better position if they receive targeted support than if they had not received it.

Tax reform expected to push Brazilian wealthy to invest more abroad

Nau Capital and Avenida gather 40 family groups with average wealth of R$300m for immersion event: dividends, alternative assets, tax strategies, and rare wines

Monetary Policy Assessment of 11 December 2025

National Bank leaves SNB policy rate unchanged at 0%

FINMA approves merger of two supervisory organisations

As soon as the merger of the two supervisory organisations has been completed, FINcontrol Suisse AG will be renamed OSFINcontrol AG.

HNWIs have no written record of what they have gifted to loved ones complicating IHT

This is a smart way to manage inheritance tax (IHT), but only if the right records are kept and put in writing.

UBS and a Turning Point for Swiss Banking Regulation

Under the current proposal, Swiss regulators would require UBS to fully capitalise assets such as in-house software and deferred tax assets.

Autumn Budget 2025 deep dive: What Rachel Reeves’ tax reforms mean for private wealth and high-value property

Her point is hard to dispute. One of the most eye-catching measures is probably the so-called Mansion Tax, an annual council tax surcharge of at least £2,500 on properties valued above £2 million.

Qivalis, joint venture of a European banking consortium, to launch euro stablecoin in the second half of 2026

Amsterdam-domiciled Qivalis is working towards Dutch Central Bank (DNB) authorization and supervision as an Electronic Money Institution (EMI)

Budget boost for UK wealth managers

Plus, NYC pension warning, UK borrowing and Salvador Dalí at the Shapero Modern

Swiss wealth tax proposal to test public appetite for redistribution

Around 2,500 taxpayers in Switzerland have assets worth more than 50 million francs, according to Swiss tax authorities, with a total wealth of about 500 billion francs.

Budget 2025 - Business Owners and Entrepreneurs Hit with a Fresh Volley of Tax Hikes

The Budget has seen a slew of measures which will impact business owners, requiring careful financial planning.

What will the new year bring?

As the year draws to a close, attention is turning toward 2026, with a focus on establishing long-term perspectives and strategic positioning for the year ahead.

£100k tax trap to hit 2.3m taxpayers by 2029

Rathbones’ FOI request reveals an additional 493,000 UK taxpayers are set to be caught in the next four years, representing a rise of 27% on the number now.

Four key changes to charitable giving are coming in 2026

New tax laws will affect your charitable giving strategy in the new year. Learn how to make the most of your giving now—before year-end.

UK facing outflow from wealth community unless policymakers take action, Utmost Wealth warns

Acheson pointed out the country’s top 1% of taxpayers contribute a third of all tax revenue

Wealth management employee class action settlement reaches $25.5m accord

This class action settlement will benefit more than 4,400 current and former wealth management employees.

Slashed CGT thresholds trigger hike in clients needing support

According to the latest HMRC data, 359,000 individuals were liable to CGT in 2023/24, up marginally from 355,000 the tax year prior.

The tariff genie will not go back in the bottle

The Supreme Court is currently considering the legality of tariffs imposed by President Donald Trump under the International Emergency Economic Powers Act (IEEPA).

Could an exit tax in the UK accelerate moves to Jersey?

The idea of a 20% levy on unrealised gains from UK business assets has sparked concern, curiosity and, in many cases, action.

Legal,Regulation,Tax & Compliance