Managers of Wealth

DFM launches MPS for US citizens caught in tax ‘catch-22’

David James Wealth USA has launched a model portfolio service for US citizens living in the UK facing the risk of double taxation on their fund investments.

Switzerland's financial center is shrinking – these are the reasons

The sector is consolidating not only because companies are weak

UK weighs 20 per cent exit tax on wealthy emigrants

The measure could generate around £2 billion in additional revenue

Citi's probe into Andy Sieg failed to interview prominent accusers: Report

Longtime Citi law firm Paul Weiss did not interview prominent former executives who raised concerns about Sieg conduct, the Financial Times reported.

California billionaires face proposed one-time wealth tax

Measure would need 870,000 signatures to reach November 2026 ballot

FCA publishes review of consolidation in financial advice and wealth management sector

Good practice identified in the review included clear group structures, strong governance, effective monitoring of group debt and comprehensive risk management across all entities.

Saxo UK partners with BlondeMoney to help guide investors through the Autumn Budget

Saxo UK is preparing for heightened market uncertainty and volatility

Schroders demonstrates extensive credit expertise by acting as an anchor investor in a €455m new notes issue by GTC Finance DAC

GTC Aurora is part of GTC Group, one of the leading commercial real estate investors and developers in central and eastern Europe and Germany.

Monetary Policy Assessment September 2025: Summary of the Discussion

In the future, a press release will no longer be published; notification of the publication will be available via the SNB News Alert (Monetary Policy category).

HNWs brace for rising burden as pensions fall into inheritance tax scope

Britain’s wealthiest are increasingly worried about rising taxes, with many taking steps to protect their pensions ahead of new Inheritance Tax rules from 2027

SFC reprimands and fines UBS AG $8 million for professional investor misclassification

As a result, UBS incorrectly classified certain joint accounts as PI accounts when in fact they ought to be classified as non-professional investors’ accounts (Non-PI Clients).

Increase in tax paid by richest residents

The figure is up on the £2.6m raised by the government in 2019.

Wealth transfer needs drive demand for tax efficiency and portfolio stability: study

Wealthy clients also want customised intergenerational wealth strategies, the study found.

FINMA appeals partial decision of the Federal Administrative Court on AT1

FINMA will appeal the ruling of October 1, 2025, and appeal it to the Federal Supreme Court.

PIMFA responds to HMT’s Financial Ombudsman consultation

The review seeks to ensure the FOS continues to provide a fair, free, and accessible service for consumers while addressing long-standing industry concerns about consistency and alignment with FCA rules.

Study on international banking regulation sees UBS at a disadvantage

Alvarez & Marsal had previously worked on behalf of the Federal Council

When the Brakes Fail: UBS and the Collapse of First Brands

Bankruptcy Court for the Southern District of Texas, it disclosed more than $10 billion in liabilities against roughly $3.5 billion of annual revenue.

PIMFA calls for relief from regulatory burden on wealth managers and advisers

Eight in 10 firms (79%) have seen an increase in compliance expenditure over the past 12 months

Government backs Jaguar Land Rover with £1.5 billion loan guarantee

The Government announces support package for JLR following the recent cyber-attack.

FINMA and the UK supervisory authorities strengthen cooperation in financial services

The Swiss Financial Market Supervisory Authority FINMA and the UK supervisors FCA and PRA signed a memorandum of understanding (MoU) today.

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