News, Comment & Analysis results for Archive

Compliance
24 January 2025

Compliance Corner: FCA, Wholesale Brokerages, Money Laundering

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

People Moves
24 January 2025

Coutts & Co's Chairman To Retire

Over the last two years, the outgoing chair has guided the business through a period of significant...

Tax
24 January 2025

Changes Could Come For UK's Non-Doms, But Don't Get Too Excited – Lawyer

Following stories this week that the government is preparing to change course, a prominent private...

Investment Strategies
24 January 2025

Go For Opportunities Beyond The US, Say Fund Houses

Although US allocations are cornerstone positions for most investors, it remains important – and...

Tax
24 January 2025

Advisors Shrug Over UK's Softer Stance On Non-Dom Abolition

Mulling the possible adjustments, one advisor said the changes, if they materialise, are "too...

People Moves
24 January 2025

Who's Moving Where In Wealth Management? – NatureAlpha, Brown Shipley, Others

The latest moves, appointments and personnel changes among wealth management and related...

People Moves
24 January 2025

UK's LGT Wealth Management Names 11 New Partners

The firm has been through a series of changes, including its acquisition of a discretionary fund...

Tax
23 January 2025

UK Inheritance Tax Receipts Keep Rising - Reactions

Wealth manager react to new figures from HM Revenue and Customs - showing another increase in...

M and A
23 January 2025

Corient's M&A Hunger Highlighted By Geller MFO Deal

The transaction is one of the largest that Corient – formerly known as CI Private Wealth – has...

New Office
23 January 2025

HSBC Expands Presence In India's GIFT City Financial Hub

HSBC GIFT City has more than 36 live products, supporting corporate clients, institutional...

Comment & Analysis results for Archive