Managers of Wealth

Ad hoc announcement pursuant to Art. 53 KR Patria Genossenschaft acquires Baloise shares from Cevian Capital

The purchase is not subject to any conditions.

Standard Chartered and A&O Shearman present payment regulations guide

The guide covers regulatory frameworks and licensing schemes across key markets in Asia, Middle East, and Africa to help corporates and fintechs navigate the evolving global payments landscape

Osborne Clarke advises shareholders on sale of Rockhold Asset Management and Lync Wealth Management

Following this transaction, Rockhold will continue to operate under its existing leadership, broadening 7IM's funds and MPS offering, which are a core component of 7IM's growth strategy.

Swiss Bank Reyl at center of anti-money laundering scandal

At the heart of the storm is Reyl, a Geneva-based boutique bank that has long marketed itself as a discreet and customer-focused institution for wealthy international clients.

World growth under tariffs

This environment also increases the risk of recession in all countries, including the US.

Should the UK have a wealth tax on Britain's richest people?

Supporters of a wealth tax say it will raise billions for vital services, but critics argue it will be a nightmare for HMRC. What do you think?

UK’s FCA proposes overhaul of alternative asset management regime

The proposed changes seek to ease market entry, boost growth, enhance competition, and foster innovation in the sector.

Deutsche Bank-owned asset manager DWS fined $27 million for 'greenwashing'

Deutsche Bank-owned DWS had publicly claimed that it was a "leader" in environmental, social and governance (ESG) investing, and that ESG was an integral part of its DNA.

UK’s budget underlines economic policy constraints

UK’s outlook contrasts with recent German fiscal ambition, and leaves the UK limited room to respond to a rapidly changing global outlook

Benchmark’s top 10 tips for tax year-end

Taxpayers can adopt several simple strategies to preserve and grow their wealth, and seeking financial advice can be an invaluable resource for providing peace of mind while helping people to achieve their goals and prepare for all scenarios.

Travers Smith advises Brooks Macdonald on its move from AIM the Main Market

The company's broad and diverse product range means that clients have solutions made just for them, allowing Brooks Macdonald to support clients throughout their entire lives as needs and circumstances change.

FINMA adapts its organisation to meet future challenges

The Swiss Financial Market Supervisory Authority FINMA has announced an adjustment to its organisation. It is creating a new cross-divisional function for “Integrated Risk Expertise” and merging the “Markets” and “Asset Manag

Zurich property boutique obtains Finma licence

Seraina Invest has picked up its Finma licence as it sets its sights on launching new real estate funds.

Three ways to improve current sentiment for AIM

Consequently, UK stocks listed on AIM will now have a 20% inheritance tax applied to them, as part of measures aimed at raising up to £2bn.

BlackRock drops sustainability-related terms from 56 funds ahead of ESMA deadline

Fellow US manager Federated Hermes also adjusts names, exclusions for ESG, SDG and biodiversity funds.

Swiss Banks Caught in Crossfire as Spain Intensifies Tax Scrutiny

Relocating to Spain can be highly lucrative for professionals due to tax advantages.

FCA bans and fines Crispin Odey £1.8m

The founder of Odey Asset Management has been fined and banned for showing ‘reckless disregard’ for governance.

Former B. Riley wealth platform head launches RIA

Thomas Kowalczyk has stood up Steadtrust LLC, a Dallas-area RIA.

UBS Receives Approval for Restructuring in China

The China Securities Regulatory Commission has approved the sale of a 36.01 percent stake to Beijing State-owned Assets Management.

ASIC bans former director of Suetonius Wealth Management

Additionally, ASIC determined that Mr Surtenich lacked the necessary judgement and competence to be a financial adviser.

Legal,Regulation,Tax & Compliance