11/21/2023
The acquisition will bring Paradigm’s specialist range of governance services to Hawksford’s global fund manager client base, complementing its longstanding expertise in key regions including Asia, EMEA and the UK.
11/15/2023
Figures show that gross revenues rose by 30 percent in the financial year to June.
11/15/2023
ZEDRA will welcome 59 employees who have been providing trust, corporate, marine and aviation, and family office administration services through its offices in the Isle of Man, Geneva and London.
11/13/2023
The trial overshadowed the end of Sergio Ermotti's first term as UBS's chief executive officer in the autumn of 2020.
11/13/2023
Quilter’s calculations show this reform would cost the Treasury on average £1.4 billion per year and prevent around 12,500 families paying inheritance tax each year.
11/10/2023
As a result, certain UK retail protections may not be available to clients of Fisher Investments.
11/09/2023
The German fund house has reworked senior roles and prioritised risk metrics over asset allocation calls.
11/09/2023
‘We have seen many wealth managers and stockbrokers failing to meet their obligations to provide a service that delivers good consumer outcomes’
11/09/2023
The supervisory authority now attaches greater importance to the risks associated with liquidity and refinancing as well as the outsourcing of business activities.
11/09/2023
German regulator finds ‘serious deficits’ in Leonteq’s due diligence
11/09/2023
SEBA will begin offering its services to institutional, professional investors and high-net-worth individuals in Hong Kong with immediate effect
11/08/2023
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
11/06/2023
It is an arrangement intended for the safekeeping, management and eventual disposal of property.
11/03/2023
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.
10/31/2023
R&S Group is a high-growth, profitable company with a net cash position.
10/30/2023
The Swiss National Bank lacked the means to rescue Credit Suisse
10/27/2023
In contrast, affluent individuals who do not employ these loopholes face income tax rates ranging from 20 percent to 50 percent the report highlights.
10/25/2023
Louise Cockburn information security awareness and culture manager at Quilter, below talks through Quilter’s CORPSE scam framework
10/18/2023
Curfew rules from the O2’s operators AEG and Transport for London include fines of £10,000 a minute for shows that overrun.
10/18/2023
These reliefs have previously attracted criticism, with the implication being that wealthy individuals may invest in farmland or small businesses purely to shield their wealth from IHT.