Spotlight on small businesses and high net worth individuals as HMRC mind the gap
The statistics show that the overall tax gap is estimated at 5.3% of total theoretical tax liabilities, equating to £46.8 billion.
Wealth and Asset Management
15393 articles found
Quintet pioneers private markets portfolio integration
Quintet offering developed in collaboration with BlackRock, leveraging the firm’s evergreen private markets platform
High-Net-Worth Families Around the World Are Accelerating the Transfer of Wealth to Their Heirs
The great wealth transfer is already underway, as baby boomers begin transferring trillions of dollars to millennials and Generation Z, who are inheriting more money and at younger ages
Ex-Goldman wealth veteran focuses on family values
With the 20-year anniversary of the firm’s launch and ceding by two major families, fast approaching, he is starting to look back at the influences which have shaped his career and analyse today’s catalysts for change.
The merger of Gonet & Cie SA and ONE swiss bank SA is effective
The Bank now deploys an expanded range of products and services, encompassing the combined expertise of the asset management teams at Gonet and Dynagest, serving private and institutional clients.
Wealth managers need upgraded reporting in the age of funds
Fabian Scheler, a portfolio manager at multi-family office Amadeus Capital in Geneva, explores the challenge of obtaining and integrating fund data.
New wealth of top 1% surges by over $33.9 trillion since 2015 – enough to end poverty 22 times over, as Oxfam warns global development “abysmally off track” ahead of crunch talks
Oxfam’s new analysis examines the failures of a private investor-focused approach to funding development.
Global Wealth Office at Nest Seekers International Unveils Dubai Expansion: Establishing the Middle East as a Commanding Force in Global Wealth Leadership
This milestone reinforces Global Wealth Office’s commitment to the Middle East as a global hub—accelerating UAE–U.S. capital flows, advancing strategic investments, and attracting high-value global investors through seamlessly integrated
Strong recognition for IQ-EQ talent in 2025 Citywealth Brand & Marketing Awards
The Citywealth Brand & Marketing Awards celebrate outstanding achievements in brand development, strategic marketing and digital innovation across the global wealth management, private client and financial services sectors.
Hoxton Wealth Gains Approval to Operate in DIFC
This is a significant stamp of legitimacy and opens doors for more robust operations and client engagement in the region.
Raymond James Ltd. Announces Strategic Investment in Next-Generation Wealth Management Platform
Raymond James Ltd enters into agreement with FNZ to accelerate its digital transformation
Patrick Thomson: «Switzerland’s Potential Is Far From Exhausted»
Switzerland has made significant progress in this space—but the full potential hasn’t yet been realized.