Managers of Wealth

Moody's penalizes Vontobel

The outlook for the long-term deposit ratings was changed from "under development" to "stable."

St James’s Place under renewed fire over exit fees

New customers sold products with high charges days before new fee structure takes effect

Trump's tariffs do not stop at Swiss gold exports

The reason for the Swiss gold melters' large order books was the price difference between US gold futures and the London spot price for the precious metal.

US tariffs on Switzerland take effect

Switzerland is expected to pursue direct engagement with President Trump, potentially offering non-tariff concessions.

Deutsche Bank demonstrates enhanced resilience in 2025 EBA stress test

Deutsche Bank’s capital ratios would also remain considerably stronger than in hypothetical scenarios modelled in the previous EBA stress test in 2023, indicating the bank’s greater resilience under stress conditions.

Tax in Switzerland: what’s changing in 2025

In Geneva the reform is part of efforts to ensure tax competitiveness, seeking to stop wealthy taxpayers from moving away.

Evercore to acquire UK advisory firm Robey Warshaw

Set up in 2013, Robey Warshaw has been providing advisory services to some of Europe's leading multinational companies.

KPMG Tax Updates: July 30th 2025

Consistent with our commitment to provide updated information on current tax issues

PRA Regulatory Digest - July 2025

The PRA Regulatory Digest is for people working in the UK financial services industry and highlights key regulatory news and publications delivered for the month.

FNZ rejects $4.6bn lawsuit as ‘entirely without merit’

The claim names 17 current and former directors and accuses them of breaching fiduciary duties, acting oppressively and authorising transactions that were not on commercial terms.

Harneys remains in top bands for Chambers HNW guide 2025

This is the tenth consecutive year the firm has received these recognitions.

Mourant commended for its "brilliant reputation" in Chambers and Partners High Net Worth 2025

Lawyers from across our British Virgin Islands (BVI), Guernsey, Jersey and London offices also achieved 12 individual rankings in the guide.

"Uniformly excellent" Ogier retains tier one status in Chambers High Net Worth Guide for Cayman, Guernsey and Jersey

Global head of Private Wealth Matt Guthrie said: "What a fantastic achievement for the firm's Private Wealth teams.

Deutsche Bank Accused of Bypassing EAM in Singapore

EAMs act as an intermediary between their end-clients and banks.

Billionaires Leave UK as Government Ends Tax Breaks for Wealthy Foreign Residents

Under the new rules, all long-term UK residents pay taxes on their worldwide income.

Taxing the wealthy: HMRC does not know how many billionaires pay tax in the UK

PAC warns of lack of clarity over how much tax is paid or avoided by the very wealthy, as report highlights significant opportunities to collect more revenue.

Nikko AM Group successfully completes management company transfer to Apex Group

Nikko AM Group offers active investment management across Equity, Fixed Income, and Multi-Asset strategies

Taxing the rich would rob the UK of ambition

On the face of it, a wealth tax looks like a simple solution to redistributing wealth and helping fill the Treasury’s empty piggy bank.

Nordea Reaches Milestone in Switzerland

The Finma license is a key step toward our growth ambitions in Switzerland.

Burges Salmon guides Wealthtime through innovative business transformation with 10-year partnership with Wipro and GBST

The partnership delivers a market-leading, digital-first platform and innovative customer-centric service offering.

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