01/20/2015
Morgan Stanley CEO James Gorman hit important milestones in 2014, including a 20% pre-tax margin for the bank’s wealth management division, which accomplish many of the targets he initially laid out when taking the reins of the bank in the years aft
01/19/2015
As the British Prime Minister David Cameron and US President Barack Obama meet to discuss the growing threat of cyber crime and the increasing risk to business, Liz Field, CEO of the Wealth Management Association, the trade body whose members manage &
01/19/2015
International law firm launches dedicated international private wealth practice
The newly launched practice will offer services covering international tax and estate planning, immigration, property advice and litigation support.
01/19/2015
The new agreement as "unthinkable several years ago
01/19/2015
Former Julius Baer Employee Charged With Submitting Client Data to WikiLeaks
01/18/2015
In his 2014 budget, the British Chancellor of the Exchequer announced the most significant pension liberalisation of the past century
01/16/2015
The SEC also highlighted several other violations by UBS
01/16/2015
The controversial law has triggered worldwide protests from financial firms and US taxpayers
01/16/2015
UBS consented to the SEC’s order without admitting or denying the findings.
01/16/2015
In a surprise announcement, the Swiss National Bank abandoned its silly policy of defending a peg to the euro.
01/16/2015
This figure will include initial and ongoing costs, transaction, custody and research costs, performance fees and exit charges.
01/14/2015
In the last few months Switzerland has made progress in making its financial centre internationally compliant.
01/14/2015
Switzerland today proposed two draft laws that would effectively get rid of bank secrecy for offshore accounts and allow the automatic exchange of an account-holder’s information with foreign tax authorities.
01/13/2015
The great global lie
Offshore financial centers owe their prosperity to tax transparency, not tax evasion
01/13/2015
WikiLeaks Banker Called Traitor as Prosecutor Seeks Jail
A Swiss banker accused of revealing details of tax-dodging clients on WikiLeaks is a traitor who should be sentenced to three and a half years in prison
01/13/2015
British bank HSBC, charged with helping more than 4,000 Argentines commit tax evasion, will not be able to transfer Argentine funds abroad for 30 days, under a decision announced Monday.
01/13/2015
Lombard Odier wins £2.7m legal row with ex-hedge fund manager
The fund closed four years after its launch in December 2009
01/13/2015
In the last few months Switzerland has made progress in making its financial centre internationally compliant.
01/12/2015
Part I: SS&C GlobeOp and Regulatory Reporting By: Tom Kirkpatrick and Alexandra Gillespie
In Part II of the interview, the discussion will turn to the new European clearing mandates and the overall future of OTC processing.
01/12/2015
American customers with unreported accounts will now find it costly to own up, but perhaps even more costly if they don't.