11/17/2025
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.
Legal,Regulation,Tax & Compliance
11/14/2025
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.
11/12/2025
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.
11/12/2025
Banks: Regulation as a source of innovation?
Objectway has developed a collaborative approach to regulation
11/12/2025
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.
11/10/2025
Switzerland's financial center is shrinking – these are the reasons
The sector is consolidating not only because companies are weak
11/03/2025
UK weighs 20 per cent exit tax on wealthy emigrants
The measure could generate around £2 billion in additional revenue
10/31/2025
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.
10/31/2025
California billionaires face proposed one-time wealth tax
Measure would need 870,000 signatures to reach November 2026 ballot
10/31/2025
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.
10/28/2025
Saxo UK partners with BlondeMoney to help guide investors through the Autumn Budget
Saxo UK is preparing for heightened market uncertainty and volatility
10/24/2025
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.
10/23/2025
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).
10/22/2025
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
10/21/2025
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).
10/16/2025
Increase in tax paid by richest residents
The figure is up on the £2.6m raised by the government in 2019.
10/16/2025
Wealth transfer needs drive demand for tax efficiency and portfolio stability: study
Wealthy clients also want customised intergenerational wealth strategies, the study found.
10/15/2025
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.
10/13/2025
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.
10/13/2025
Study on international banking regulation sees UBS at a disadvantage
Alvarez & Marsal had previously worked on behalf of the Federal Council