Managers of Wealth

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.

The FCA survey questions stressing out wealth boutiques

Earlier this year the financial watchdog sent out the third iteration of its annual information request to the wealth and stockbroking sector.Earlier this year the financial watchdog sent out the third iteration of its annual information request to the we

Carey Olsen lawyers recognised in the 2025 Spear’s 500 rankings

Bernadette Carey, partner in the firm’s Cayman Islands office, has been named Top Recommended in the Trusts, Structuring & Offshore category.

Lawrence Stephens announces the launch of LS Private

Acting as a single point of accountability, LS Private coordinates the full ecosystem of legal, financial, and personal affairs ensuring that every adviser, asset, and decision is aligned.

Switzerland seals deal slashing US tariffs

The agreement, which follows a Swiss business delegation visit to the White House, improves the outlook for the Swiss economy.

It’s Harvest Time: Advancing Tax-Aware Portfolio Management for Wealth Managers

Yet in modern wealth management, tax loss harvesting is no longer a once-a-year exercise.

One in eight business chiefs set to leave UK over tax burden

Among those planning to relocate a third (33%) said they will also move their business abroad, with another third looking to move as individuals, while the rest plan only to move their businesses.

Banks: Regulation as a source of innovation?

Objectway has developed a collaborative approach to regulation

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.

Legal,Regulation,Tax & Compliance