Legal Archives - Page 12 of 212 - Managers of Wealth

The FCA survey questions stressing out wealth boutiques

November 18, 2025

Earlier this year the financial watchdog sent out the third iteration of its annual information request to the wealth and stockbroking sector.Earlier this year the financial watchdog sent out the third iteration of its annual information request to the we

Legal

Carey Olsen lawyers recognised in the 2025 Spear’s 500 rankings

November 17, 2025

Bernadette Carey, partner in the firm’s Cayman Islands office, has been named Top Recommended in the Trusts, Structuring & Offshore category.

Legal

Lawrence Stephens announces the launch of LS Private

November 17, 2025

Acting as a single point of accountability, LS Private coordinates the full ecosystem of legal, financial, and personal affairs ensuring that every adviser, asset, and decision is aligned.

Legal

Switzerland seals deal slashing US tariffs

November 17, 2025

The agreement, which follows a Swiss business delegation visit to the White House, improves the outlook for the Swiss economy.

Legal

It’s Harvest Time: Advancing Tax-Aware Portfolio Management for Wealth Managers

November 14, 2025

Yet in modern wealth management, tax loss harvesting is no longer a once-a-year exercise.

Legal

Banks: Regulation as a source of innovation?

November 12, 2025

Objectway has developed a collaborative approach to regulation

Legal

One in eight business chiefs set to leave UK over tax burden

November 12, 2025

Among those planning to relocate a third (33%) said they will also move their business abroad, with another third looking to move as individuals, while the rest plan only to move their businesses.

Legal

DFM launches MPS for US citizens caught in tax ‘catch-22’

November 12, 2025

David James Wealth USA has launched a model portfolio service for US citizens living in the UK facing the risk of double taxation on their fund investments.