Financial Results
24 July 2023

UBP's Profits Fell In First Half Of 2023

Swiss private bank Union Bancaire Privée released its financial results on Friday for the first...

Strategy
24 July 2023

Recession Risk Less Likely In 2023 – Goldman Sachs

Investors have faced significant headwinds in the first half of 2023, including rising rates,...

Financial Results
24 July 2023

BNY Mellon Reports Jump In Q2 Net Income

The group reported a mixed set of results in its wealth management, wealth services and investment...

Tax
24 July 2023

Focus On Mitigating Inheritance Tax Liability After Receipts Soar

After the UK government’s tax authority released its inheritance tax receipts for the period...

New Products
24 July 2023

Quilter Launches Tools To Support Vulnerable Customers

Vulnerability and additional needs come in all shapes and sizes, from a medical diagnosis to...

Financial Results
24 July 2023

Profits, AuM Rise At Julius Baer In First Half Of 2023

The private bank reported a broadly strong set of results for the first half of the year. It said...

Compliance
21 July 2023

Clock Ticks Louder For UK Advisors As Consumer Duty Looms – Multrees

We talk to the UK firm – an outsourced platform encompassing global custody, digital technology...

New Office
21 July 2023

Japan's Nomura Opens Dubai Office For Wealth Arm

The development highlights how Dubai, along with rival centres such as Abu Dhabi, are pushing their...

Alt Investments
21 July 2023

WEALTH TALK: New Ways Of Understanding Gold’s Place In Wealth And Money

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Compliance
21 July 2023

OPINION OF THE WEEK: The UK's New Consumer Duty

Here are my brief thoughts about the new UK Consumer Duty system, which is due to take effect at...