04/02/2025
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.
04/02/2025
UK’s outlook contrasts with recent German fiscal ambition, and leaves the UK limited room to respond to a rapidly changing global outlook
04/02/2025
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.
04/01/2025
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.
04/01/2025
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
03/25/2025
Seraina Invest has picked up its Finma licence as it sets its sights on launching new real estate funds.
03/19/2025
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.
03/19/2025
Fellow US manager Federated Hermes also adjusts names, exclusions for ESG, SDG and biodiversity funds.
03/17/2025
Relocating to Spain can be highly lucrative for professionals due to tax advantages.
03/17/2025
The founder of Odey Asset Management has been fined and banned for showing ‘reckless disregard’ for governance.
03/14/2025
Thomas Kowalczyk has stood up Steadtrust LLC, a Dallas-area RIA.
03/13/2025
The China Securities Regulatory Commission has approved the sale of a 36.01 percent stake to Beijing State-owned Assets Management.
03/13/2025
Additionally, ASIC determined that Mr Surtenich lacked the necessary judgement and competence to be a financial adviser.
03/11/2025
The new licensing requirements, which must be complied with at all times, primarily serve to protect investors from unfair business practices and to strengthen the reputation of the Swiss financial centre.
03/06/2025
In 2023, under Matthew’s leadership, Guernsey became the first jurisdiction globally to launch STEP NextGen, followed by the Cayman Islands STEP NextGen initiative, which is sponsored by Saffery Trust.
03/05/2025
Deutsche Bank had violated organizational obligations under the Securities Trading Act in connection with the sale of currency derivatives in Spain.
03/04/2025
FINMA has engaged Valfor Avocats Sàrl as the bankruptcy liquidator.
02/18/2025
Among the wealthy, confidence in the economy has fallen to 48 per cent, down from 84 per cent just six months ago.
02/14/2025
The directory features the top 250 individuals chosen by their own peers within the private wealth industry.
02/13/2025
Advisa’s trusted brand and financial planning expertise is expected to complement Titan Wealth’s existing services.