06/05/2025
Advisers crave industry-wide standard for MPS due diligence
The research highlights a clear gap in financial advisers’ understanding of current regulations relating to outsourced investment providers.
06/05/2025
The research highlights a clear gap in financial advisers’ understanding of current regulations relating to outsourced investment providers.
06/04/2025
After seeing the success of family office incentivisation in Singapore, Hong Kong launched its own tax concessions in 2023 to simplify the process for application
05/30/2025
The former team head, who left DBS earlier this year, is suing two relationship managers at the bank, accusing them of defamation.
05/28/2025
Transaction marks last of the announced international consumer sales as part of Citi’s strategic refresh
05/23/2025
The FDF has decided to file an appeal with the Federal Supreme Court, which will make the final decision on the case.
05/22/2025
That is an increase of 13.8% on the same month of 2024.
05/22/2025
The firm is also required to keep assets in the business and notify us about any additional bank accounts it intends to open.
05/20/2025
This marks the highest number on record and nearly triples the volume issued five years ago.
05/16/2025
FINMA’s decision focused on the bank's inability to detect or act on suspicious transactions from 2009 to 2019.
05/16/2025
Watchdog issues warning after tax authority succeeds in raising more tax from wealthy than previously estimated
05/13/2025
Swiss portfolio managers now operate within an integrated and transparent environment.
05/13/2025
The case has been filed in the UK against the Swiss bank and two of its managing partners.
05/08/2025
Chase Buchanan Wealth Management outlines key 2025 tax and economic challenges facing expatriates amid global policy changes
05/07/2025
At the same time, it clearly supports maintaining the canton's majority stake in BEKB and supports recurring financial assistance for the CSEM's Medtech Center in Bern.
04/29/2025
The awards celebrate legal excellence, recognising firms' achievements over the past 12 months and highlighting examples of outstanding work and impressive growth strategies.
04/25/2025
The purchase is not subject to any conditions.
04/22/2025
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
04/16/2025
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.
04/14/2025
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.
04/09/2025
This environment also increases the risk of recession in all countries, including the US.