12/02/2022
These proposals provide consumers with a first step on the ladder towards accumulating wealth in an efficient manner and should build broader individual confidence in the saving and investment market and the financial advice profession more broadly.
12/02/2022
Hanno Berger is considered one of the architects of the cum-ex deals, with which investors and banks have relieved the German tax authorities of billions.
12/01/2022
The amount was previously disclosed in the mid-year report of the Julius Baer group.
12/01/2022
This reporting requirement does not affect people who either have citizenship or permanent residency in Switzerland or the European Economic Area (EEA).
11/30/2022
This was done on the understanding that the Yukos Group companies would then place large cash sums with Julius Baer from which Julius Baer could generate significant revenues.
11/29/2022
Strict rules affect high-earning professionals but help is at hand to cut through the red tape
11/24/2022
If multiple people share an account, that community will be treated as a separate customer for security purposes.
11/23/2022
During the relevant period, Carew had submitted Norwegian tax returns which stated that he was resident in the UK for tax purposes.
11/23/2022
Asset management unit didn’t follow policies, procedures: SEC
11/23/2022
Bank President Axel Lehmann saw the vote at the general assembly as a vote of confidence.
11/18/2022
Alpadis Group secure license to operate in DIFC, to offer more solutions for financial services, Family Office, Holding companies, investment funds and other structures
11/18/2022
The Office for Budget Responsibility saw an average inflation rate for this year of 9.1% and 7.4% predicted for next year.
11/16/2022
The agreement, subject to approval, pauses further litigation by the Swiss bank against the steel group.
11/16/2022
The market expects the SNB to hike rates at its next monetary policy meeting on Dec. 15, a forecast Jordan acknowledged, adding market expectations had the SNB's policy rate rising to 1.5% to 2% in the next two years.
11/15/2022
UBS is now suing seven members of the team saying they contacted UBS clients to lure them to RBC in violation of confidentiality and nonsolicitation agreements.
11/15/2022
It also promised to reveal any hidden bank accounts.
11/11/2022
Atag Swiss Trustees was founded in 1945 and is part of the Atag Group.
11/10/2022
It derives its supervisory focus from these.
11/10/2022
The MoU is intended to create stronger networking and cooperation between the research and innovation communities of both countries.
11/10/2022
It failed to monitor record keeping and trading activities in discretionary accounts