02/02/2023
DIFC overhauls family office regulations
Following the creation of a private wealth centre in August 2022
02/02/2023
Following the creation of a private wealth centre in August 2022
01/31/2023
Remember that criminals rely on you being panicked or flustered and they are skilled at extracting sensitive information.
01/31/2023
The regulator has also put 153 companies on its warning list.
01/30/2023
The rankings are the product of research carried out by the Spear's Research Unit, and comprises in-person and telephone interviews, peer reviews, analysis from subject matter experts and information gathered from clients, advisers and firms themselv
01/30/2023
Exclusive: Leak shows oligarch was a major client of Barclays in Monaco and UBS in Zurich, with at least $940m in assets held at the banks
01/27/2023
The winners are those judged to have excelled in achievement, innovation, expertise, and service.
01/25/2023
Time is ticking in terms of getting processes and actions in place and this review highlights that as an industry we cannot take our foot off the gas.
01/20/2023
Make no mistake, Bank of America has propelled the Merrill Lynch business forward.
01/20/2023
Fidelity International and Neuberger Berman make new regulatory filings
01/18/2023
Managing director Michel Fest said the company can now celebrate the two important milestones with the Finma authorization and the acquisition of the fund.
01/17/2023
They claim in the filing that Sompo had wrongfully benefited from the Sunflowers painting for many years while both knowing that the painting is a casualty of Nazi policies and falsely misrepresenting that it is not.
01/13/2023
Data obtained through FOI by private equity firm Growthdeck and provided to Spear’s shows that in the year to October 2022 the government increased its annual total CGT receipts by 27.5 per cent, up to £15.3 billion.
01/11/2023
Klein's boutique will be merged with CS First Boston to which Credit Suisse plans to outsource large parts of its international investment banking and sell it to third parties in a further step.
01/10/2023
From an investment perspective, although these unfortunate events of violence may make Brazilian assets volatile in the near term, we expect any impact to be short-lived.
01/05/2023
The FCA are seeking views on their proposed rules to introduce a new financial resilience regulatory return for solo-regulated firms.
01/04/2023
€100m in total
01/03/2023
The Pictet North American Advisors chief investment officer said that 2022 had been a radical rupture from the previous era.
12/29/2022
Banks both offer tax-loss harvesting, which has boomed in popularity on Wall Street this year
12/29/2022
One key strategy millionaires deploy when using this method is doing so in a way that ensures the original business and the management company have different fiscal year ends.
12/27/2022
In the second half of 2022 to date, Leonteq continued to register reduced client demand on the back of an overall challenging market environment but recorded stable monthly net fee income over the same period.