Managers of Wealth

Utmost warns UTT extension could fuel further exodus of wealthy individuals

The Uncertain Tax Treatment rules were first introduced in 2022 to close the tax gap

Billionaires pour millions into ballot fight over California wealth tax

Silicon Valley money, union-backed tax and dueling November measures

Frozen thresholds drive millions into higher tax bands | Additional rate taxpayers rocket 57%

“HMRC data reveals how the powerful tide of fiscal drag is increasing the UK tax burden by sweeping millions into higher tax brackets, and into paying tax for the first time"

Citi changes referral pay for bankers and wealth advisers

In the memo, the bank said it was introducing “partnership awards” across its banking and wealth management operations to reward “meaningful cross-business collaboration”.

UK man agrees to plead guilty in ‘Singapore Solution’ tax evasion case, say US prosecutors

Roderic Sage has been ordered to be extradited from the UK and will appear late next week in Manhattan federal court, prosecutors told a judge in a letter on Thursday (Apr 30).

Netherlands’ Plan for Tax on Wealth Sparks Fierce Opposition

An investment tax has been unpopular with wealthy people in the Netherlands for years, but critics say a planned revamp is even worse.

Close Brothers also declines to challenge car finance redress

The regulator confirmed last month that firms are expected to pay out compensation totalling around GBP7.5 billion, down from a previous estimate of GBP8.2 billion, with the total bill rising to GBP9.1 billion when including the cost of running the scheme

Will California’s billionaire tax bombshell send the ultra-rich running?

Signature drive advances amid debate over taxing extreme fortunes in richest US state.

FINMA Annual Media Conference 2026

In its review, FINMA demonstrated how it protected the clients of the Swiss financial center during the reporting year.

UBS does not withdraw files, experts demand further documents, and Ermotti confirms in a guest article that he made a takeover offer based on incomplete information.

Therefore, the offer for Credit Suisse was likely deliberately below its actual value for reasons of fiduciary duty.

How The Buy, Borrow, Die Strategy Helps The Wealthy Cut Taxes

Whether you have $1 million or $20 million in your brokerage account, the bull market of much of the past 15 years has benefited many long‑term investors.

Ex-Deutsche Bank Manager Sues Bank for at Least $624 Million

Faissola and several other ex-traders last year ended mediation talks with Deutsche Bank over allegations they were wrongfully implicated in an audit report into the Monte dei Paschi affair.

Wealth taxes on billionaires and $30 minimum wages are part of the same plan, advocate says. ‘They should pay their fair share’

Regardless of how you view that 938 number, there’s one overall resounding agreement people have: Most voters want billionaires to pay their fair share.

Legal,Regulation,Tax & Compliance

Utmost warns UTT extension could fuel further exodus of wealthy individuals

Billionaires pour millions into ballot fight over California wealth tax

Frozen thresholds drive millions into higher tax bands | Additional rate taxpayers rocket 57%

Citi changes referral pay for bankers and wealth advisers

UK man agrees to plead guilty in ‘Singapore Solution’ tax evasion case, say US prosecutors

Netherlands’ Plan for Tax on Wealth Sparks Fierce Opposition

Close Brothers also declines to challenge car finance redress

Will California’s billionaire tax bombshell send the ultra-rich running?

FINMA Annual Media Conference 2026

UBS does not withdraw files, experts demand further documents, and Ermotti confirms in a guest article that he made a takeover offer based on incomplete information.

How The Buy, Borrow, Die Strategy Helps The Wealthy Cut Taxes

Ex-Deutsche Bank Manager Sues Bank for at Least $624 Million

Wealth taxes on billionaires and $30 minimum wages are part of the same plan, advocate says. ‘They should pay their fair share’

Swiss lawmakers signal compromise on $22bn UBS capital plan

Hightower Faces Class Action Suit Over Data Breach

UBS gives institutional fund investors more say

Hong Kong weighs ‘big bang’ tax cuts for asset managers

Number of Isa millionaires trebles to 17,600 in past three years as Britons make full use of tax-free accounts

Do your taxes like the rich and save money

Sage Capital Management opens Swiss entity and receives Swiss regulatory approval