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2117 articles found
Union Investment reshapes management of €20bn multi-asset range
The German fund house has reworked senior roles and prioritised risk metrics over asset allocation calls.
FCA issues stern warning to high-cost and underdelivering wealth managers
‘We have seen many wealth managers and stockbrokers failing to meet their obligations to provide a service that delivers good consumer outcomes’
Finma recognizes new risk – after the crisis is already over
The supervisory authority now attaches greater importance to the risks associated with liquidity and refinancing as well as the outsourcing of business activities.
German regulator finds ‘serious deficits’ in Leonteq’s due diligence
German regulator finds ‘serious deficits’ in Leonteq’s due diligence
Swiss SEBA Bank gets approval to provide crypto-related services in Hong Kong
SEBA will begin offering its services to institutional, professional investors and high-net-worth individuals in Hong Kong with immediate effect
How to prepare your taxes for 2024 if you’re a HNW
Tax advisers tell Spear’s how HNWs can get their affairs in order before the 31 January self assessment deadline and the new tax year in April
Types and uses of Cayman Islands law trusts
It is an arrangement intended for the safekeeping, management and eventual disposal of property.
Withers' charity and philanthropy team wins recognition in major legal directories
The Withers’ charities and philanthropy team has been recognised as a top tier practice by leading directories Legal 500 and Chambers and Partners for 2023/2024.
VT5 enters into Business Combination Agreement with R&S Group
R&S Group is a high-growth, profitable company with a net cash position.
Swiss Central Bank Says It Couldn’t Save Credit Suisse
The Swiss National Bank lacked the means to rescue Credit Suisse
EU tax observatory advocates for global minimum wealth tax
In contrast, affluent individuals who do not employ these loopholes face income tax rates ranging from 20 percent to 50 percent the report highlights.