11/27/2023
Expat investors to drive growth of SJP's Dubai wealth business, says COO
UK wealth manager St James’s Place opened its third international office and first in Dubai to cater to the growing expat population in the UAE.
11/27/2023
UK wealth manager St James’s Place opened its third international office and first in Dubai to cater to the growing expat population in the UAE.
11/27/2023
It was on November 7th that the Spanish Constitutional Court gave the “green light” to the tax on large fortunes, which is levied on assets exceeding three million euros, with exemption for the first 700 thousand euros.
11/27/2023
Police are investigating a Chinese wealth management company owned by Zhongzhi Enterprise Group days after the firm told investors it was insolvent
11/24/2023
Of more interest is the Government’s stated intention to permit certain fractional share contracts within ISAs.
11/23/2023
It was suggested that they had not truly moved their life and were not spending enough time there.
11/23/2023
Days before redress scheme vote ends
11/22/2023
Shakira settled a €14.5 million bill in Spain that hinged on where the singer lived during the disputed period.
11/22/2023
We successfully obtained judgment against the companies during the disclosure stage of the proceedings.
11/21/2023
The acquisition will bring Paradigm’s specialist range of governance services to Hawksford’s global fund manager client base, complementing its longstanding expertise in key regions including Asia, EMEA and the UK.
11/15/2023
Figures show that gross revenues rose by 30 percent in the financial year to June.
11/15/2023
ZEDRA will welcome 59 employees who have been providing trust, corporate, marine and aviation, and family office administration services through its offices in the Isle of Man, Geneva and London.
11/13/2023
The trial overshadowed the end of Sergio Ermotti's first term as UBS's chief executive officer in the autumn of 2020.
11/13/2023
Quilter’s calculations show this reform would cost the Treasury on average £1.4 billion per year and prevent around 12,500 families paying inheritance tax each year.
11/10/2023
As a result, certain UK retail protections may not be available to clients of Fisher Investments.
11/09/2023
The German fund house has reworked senior roles and prioritised risk metrics over asset allocation calls.
11/09/2023
‘We have seen many wealth managers and stockbrokers failing to meet their obligations to provide a service that delivers good consumer outcomes’
11/09/2023
The supervisory authority now attaches greater importance to the risks associated with liquidity and refinancing as well as the outsourcing of business activities.
11/09/2023
German regulator finds ‘serious deficits’ in Leonteq’s due diligence
11/09/2023
SEBA will begin offering its services to institutional, professional investors and high-net-worth individuals in Hong Kong with immediate effect
11/08/2023
Tax advisers tell Spear’s how HNWs can get their affairs in order before the 31 January self assessment deadline and the new tax year in April