Pillar 2 buybacks: maximising your tax deduction in Switzerland
Pension assets are not subject to either income tax or wealth tax.
Wealth and Asset Management
15055 articles found
Scottish wealth management firm grows again
New acquisition adds to strategic expansion and portfolio growth
Scottish wealth management firm grows again
New acquisition adds to strategic expansion and portfolio growth
UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams
The team is committed to delivering professional investment management and building personalized relationships with clients.
Barclays appoints Neel Laungani as Head of Financial Sponsors, Asia Pacific
Neel Laungani’s appointment to accelerate growth ambitions across Investment Banking, and support delivery of Barclays’ three-year plan
Rethink Perspectives: slowdown, uncertainty, resilience – decoding the new economic reality
Global growth has not been derailed, he explained, but it has left the highway. Investors must now adapt to a steeper route, marked by geopolitical twists and turns and reduced visibility for businesses.
UBS joins forces with Supertri and loca charities to drive inclusion and community spirit in Jersey
UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.
VP Bank’s Reto Marx: We don’t see much EAM margin compression
VP Bank has consolidated its Asian operations in Singapore, retaining 99% of clients after its exit from Hong Kong and sustaining a return on assets of 60 basis points in its EAM business.
HSBC Rolls Out AI Ecosystem for Private Bankers
This will then be translated into market insights and personalized investment strategies for clients.
UBS warns impacted former staff three months after data leak
The Swiss group sent a letter to several former employees informing them that there had been a cybersecurity breach affecting their data.
Global Wealth Reset: How Wealth Managers Are Racing to Keep Up
Professionals are catching up: over half now see crypto as key for client engagement, even as concerns about trust in exchanges persist.
Capital Group: Women Are Underinvesting Their Inheritances
However, 40 percent of women wish they had invested more of their inheritance, compared to 30 percent of men.