Legal Archives - Page 35 of 211 - Managers of Wealth

Ireland’s super rich have ‘duty’ to pay more tax, says Oxfam Ireland CEO amid calls for wealth tax

April 29, 2024

In a turn for the books, a growing number of the world’s super rich are demanding their respective governments make them pay more tax.

Legal

Pollen Street Capital acquisition of Mattioli Woods approved by over 95% of shareholders

April 26, 2024

The acquisition of Mattioli Woods by Pollen Street Capital was approved by over 95% of shareholders who voted.

Legal

Billionaires should pay 2% wealth tax, say G20 ministers

April 25, 2024

Ministers from Brazil, Germany, South Africa and Spain say the levy would boost social justice and fight climate change

Legal

Andy Cole and other ex-footballers join scam victims in HMRC campaign

April 19, 2024

Campaigners call for an end to the taxman’s perceived harsh tax collection tactics as victims of financial misconduct recount sleepless nights waiting for tax bills.

Legal

Independent audit confirms that the loans are granted correctly

April 18, 2024

The audit report confirms the regularity of the lending and classifies the bank's credit policy as conservative

Legal

Second Cazenove director exits for wealth boutique

April 18, 2024

Rob Hodgson has joined Vermeer Partners as a financial planning director, working alongside managing director and former Cazenove colleague Chris Hogarth.

Legal

Ex-Man Utd footballer sues his former SJP adviser over £750k unclear fees

April 15, 2024

Chris Smalling is suing Klipp Wealth Management, a representative of SJP, for £750,000, alleging it failed to accurately disclose fees.

Legal

Morgan Stanley Dives As Regulators Open Wealth Arm Probes

April 12, 2024

The regulators are investigating whether Morgan Stanley has properly investigated potential clients and their sources of wealth, as well as how it monitors their financial activity.

Legal

Woodford points finger at Link and FCA as watchdog proposes action

April 11, 2024

Regulator claims fund manager Neil Woodford had a defective and unreasonably narrow understanding of his responsibilities.

Legal

UBS Tries to Reverse CS Judgement in Singapore

April 10, 2024

A court in the city-state is currently wrestling with the hundreds of millions of dollars in client damages.

Legal

UBS has considered an alternative for CS business in China

April 9, 2024

The major Swiss bank could sell its majority stake in the Credit Suisse (CS) securities trading joint venture in the People's Republic directly to a local government fund.

Legal

Using bond ladders to manage liquidity

April 9, 2024

Bond ladders can be a useful tool to help investors balance their liquidity needs with stable income generation.

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