California billionaires face proposed one-time wealth tax
Measure would need 870,000 signatures to reach November 2026 ballot
Legal
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FCA publishes review of consolidation in financial advice and wealth management sector
Good practice identified in the review included clear group structures, strong governance, effective monitoring of group debt and comprehensive risk management across all entities.
Saxo UK partners with BlondeMoney to help guide investors through the Autumn Budget
Saxo UK is preparing for heightened market uncertainty and volatility
Schroders demonstrates extensive credit expertise by acting as an anchor investor in a €455m new notes issue by GTC Finance DAC
GTC Aurora is part of GTC Group, one of the leading commercial real estate investors and developers in central and eastern Europe and Germany.
Monetary Policy Assessment September 2025: Summary of the Discussion
In the future, a press release will no longer be published; notification of the publication will be available via the SNB News Alert (Monetary Policy category).
HNWs brace for rising burden as pensions fall into inheritance tax scope
Britain’s wealthiest are increasingly worried about rising taxes, with many taking steps to protect their pensions ahead of new Inheritance Tax rules from 2027
SFC reprimands and fines UBS AG $8 million for professional investor misclassification
As a result, UBS incorrectly classified certain joint accounts as PI accounts when in fact they ought to be classified as non-professional investors’ accounts (Non-PI Clients).
Increase in tax paid by richest residents
The figure is up on the £2.6m raised by the government in 2019.
Wealth transfer needs drive demand for tax efficiency and portfolio stability: study
Wealthy clients also want customised intergenerational wealth strategies, the study found.
FINMA appeals partial decision of the Federal Administrative Court on AT1
FINMA will appeal the ruling of October 1, 2025, and appeal it to the Federal Supreme Court.
PIMFA responds to HMT’s Financial Ombudsman consultation
The review seeks to ensure the FOS continues to provide a fair, free, and accessible service for consumers while addressing long-standing industry concerns about consistency and alignment with FCA rules.
Study on international banking regulation sees UBS at a disadvantage
Alvarez & Marsal had previously worked on behalf of the Federal Council