11/17/2025
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.
11/17/2025
The agreement, which follows a Swiss business delegation visit to the White House, improves the outlook for the Swiss economy.
11/14/2025
Yet in modern wealth management, tax loss harvesting is no longer a once-a-year exercise.
11/12/2025
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.
11/12/2025
Objectway has developed a collaborative approach to regulation
11/12/2025
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.
11/10/2025
The sector is consolidating not only because companies are weak
11/03/2025
The measure could generate around £2 billion in additional revenue
10/31/2025
Longtime Citi law firm Paul Weiss did not interview prominent former executives who raised concerns about Sieg conduct, the Financial Times reported.
10/31/2025
Measure would need 870,000 signatures to reach November 2026 ballot
10/31/2025
Good practice identified in the review included clear group structures, strong governance, effective monitoring of group debt and comprehensive risk management across all entities.
10/28/2025
Saxo UK is preparing for heightened market uncertainty and volatility
10/24/2025
GTC Aurora is part of GTC Group, one of the leading commercial real estate investors and developers in central and eastern Europe and Germany.
10/23/2025
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).
10/22/2025
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
10/21/2025
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).
10/16/2025
The figure is up on the £2.6m raised by the government in 2019.
10/16/2025
Wealthy clients also want customised intergenerational wealth strategies, the study found.
10/15/2025
FINMA will appeal the ruling of October 1, 2025, and appeal it to the Federal Supreme Court.
10/13/2025
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.