Goodbye, tax havens? OECD and EU tightening on new tax rules.
The era when simply opening an account in a “restricted” country was enough to avoid national taxes is over.
Wealth and Asset Management
15256 articles found
Q3 2025 NatWest Group Results
A summary of NatWest Group’s Q3 2025 results.
Affinity Private Wealth partners with Optifi to enhance digital operations
“Affinity’s reputation for values-led client service sets a high bar.
Barclays plays down £20bn exposure to private credit industry
CEO says bank has ‘right controls’ in place despite warnings about industry from IMF and Bank of England
Ashton Thomas Private Wealth Opens New Office in San Francisco
Now with a permanent office location, the team provides bespoke advice to discerning clients enhanced by Ashton Thomas’ suite of industry-leading tax and wealth solutions, including access to state-of-the-art technology, thought leadership and new p
Swiss-backed private bank snaps up London wealth firm
Turicum Private Bank establishes a footprint in the UK by buying a majority stake in Hassium Asset Management.
SJP exceeds £200bn in funds under management
Elsewhere, the firm recorded gross inflows of £5.7bn amid transitioning to its simple, comparable charging structure.
Rothschild Wealth Partners Expands Presence in Chicago with Acquisition of Siligmueller & Norvid Wealth Advisors, LLC
Rothschild continues to expand its locations, adding to its presence in Chicago, Glen Ellyn, Oak Brook, Northbrook, Denver, and Nashville.
Legal threats and ‘weird’ loopholes: A private bank study’s story
How Christoph Künzle’s friendly approach brought some academic transparency to the Swiss wealth management sector.
Temenos Named a Leader in IDC MarketScape for Wealth Management Technology Services for Investment Advisors
Temenos recognized for strengths in integrated front to back office wealth offering, functionality-rich portfolio management capabilities, and global and local compliance expertise.
Praxis named Tier I trust company in 2025 eprivateclient rankings
The 2025 eprivateclient Top Trust Company rankings are based on a survey of over 100 private wealth fiduciary services providers worldwide, with fewer than half making the list rankings across two categories: owner and non-owner managed.
Danantara considers forming $8bn asset manager in Indonesia
Danantara plans to combine the asset management units of PT Bank Rakyat Indonesia (BRI), PT Bank Mandiri, and PT Bank Negara Indonesia (BNI).