08/09/2022
The manager worked for the treasury of the canton of St Gallen from 2003 to 2014, and for the Pensionskasse of the canton from 2014 to 2018, investing pension fund’s assets.
08/08/2022
For its part, UBS argued that the plaintiff did not even qualify as a whistle-blower.
08/05/2022
Central bank accelerates rate hikes with 0.5% increase, but dire forecasts signal rates may not go as high as previously feared.
08/02/2022
The investigating agent appointed by FINMA will continue to perform their duties.
08/02/2022
Kellyann joins the STEP Panel of Experts for the fourth year running, this year she is once again sitting on the 'Multi-Family Office Team of the Year' Panel.
08/01/2022
MSM Investment Advisors provides wealth management services to high net worth families.
07/29/2022
Under the FCA’s revised timeline firms will have until 31 July 2023 to implement the Duty for new and existing policies – an extension of three months – and a further 12 months from then – until 31 July 2024 – to implement t
07/29/2022
The firm’s licence has been suspended for six months.
07/28/2022
Note that charities have a duty to make a referral to the DBS when it believes a person has caused harm or poses a future risk of harm to vulnerable groups, including children.
07/28/2022
In less welcome reading, the report refers to “a stubbornly persistent scepticism regarding how charities use their money and how they behave”.
07/28/2022
At the Fintech Awards 2022, the firm has been named as Best HNWI UK Law Firm
07/27/2022
UK GDP growth in 2023 set for 0.5%
07/26/2022
The currency watchdogs have watched inflation for too long, and this impression is becoming more and more entrenched.
07/25/2022
The joint venture sees CFG Law, part of the Client First Group, provide services jointly with Frenkel Topping’s independent financial advice division, under the trading name CFG Financial Services Limited.
07/25/2022
This industry recognition caps a milestone year for Ogier and its Trusts Advisory Group, which provides seamless contentious and non-contentious private client and trusts services to a global client base.
07/22/2022
Launched last year and opening to entries in April, PIMFA’s industry awards demonstrate our continuing commitment to promote diversity and inclusion best practice within the financial services industry.
07/22/2022
Regulated entities must ensure that their sanctions compliance programmes remain fit-for-purpose and contain mechanisms that allow them to quickly respond to the complex, far-reaching and swift changes to Targeted Financial Sanctions.
07/22/2022
An increase could mean lower income tax and and also help young people on to the property ladder
07/22/2022
This is the sixth consecutive year the firm has received this recognition.
07/22/2022
Wealth Tax Proposals Threaten Philanthropy” encourages policy makers to consider the risk factors brought by pursuing a wealth tax