Restructuring without applause: Bollinger cleans up at Julius Baer
The new Julius Baer CEO is consistently severing ties with external consultants.
Legal
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Capital Gains Tax receipts for 2025 fall 8.4% to £13.65 billion
HM Revenue and Customs data released today showed that Capital Gains Tax receipts for 2025 were £13.646 billion, down from £14.900 billion in 2024 – a fall of 8.4 per cent.
Edelman Calls Prime Capital’s Request to Pause Lawsuit a 'Transparent Delay Tactic'
The wealth management firm argues that halting litigation would allow Prime Capital to continue its alleged recruitment of Edelman planners.
Scottish Budget: income and wealth tax changes explained
Scottish taxpayers face different rates and bands of income tax for most of their taxable income.
Bill Gates’ $8 Billion Divorce Payout Revealed
At the time, both parties chose to keep the financial terms private, making the recent disclosures one of the clearest glimpses yet into how the settlement was structured.
Billionaires Are Exiting California Ahead of a Possible New Wealth Tax
The measure would cause a 5 percent levy on those with a net worth in the 10 digits.
Wealth Tax Showdown in California: Why Billionaires May Flee and What It Means for State Revenues
At the center of the controversy is a proposed ballot initiative that would impose a one-time wealth tax on California’s estimated 200 billionaires.
Private equity firms escape enforcement action after FCA’s consolidation probe
The regulator did not ask buyout shops to sign any so-called attestations or block any takeover applications, FN can reveal
California Has More Billionaires Than Any Other State—Now Some Are Considering Fleeing as a Wealth Tax Is Proposed
Page, a longtime Palo Alto resident with a reported net worth of $258 billion, is said to be considering a move out of state before year-end.
TISE Signs Memorandum of Understanding with Boursa Kuwait to Strengthen Cooperation
The MoU aims to enhance technical and knowledge-based cooperation between the two parties.
Asset management update – Targeted support, Consumer Composite Investments, statement on the Consumer Duty, client categorisation, and fund liquidity risk management
Firms will need to be of the view that consumers will be in a better position if they receive targeted support than if they had not received it.
Tax reform expected to push Brazilian wealthy to invest more abroad
Nau Capital and Avenida gather 40 family groups with average wealth of R$300m for immersion event: dividends, alternative assets, tax strategies, and rare wines