News, Comment & Analysis results for CISI
Should UK Corporation Tax Rate Rise Be Postponed?
In March tax is often top of the policymaking and individual agenda as filing deadlines and budget...
Most Wealthy Britons Don't Discuss Wills With Their Family – Report
Despite the high numbers of wealthy Britons who have not spoken about their inheritance provisions,...
RBC Wealth Management To Leave Guernsey
Explaining its "difficult" decision, the Canada-based group said activities in the island will be...
Nomura Expands Wealth Management Footprint To Middle East
The decision by the international group to set up in the Gulf highlights how important this region...
Liability Of Trustees When There’s An Economic Crisis – Whom To Trust?
Given the current volatility of a whole spectrum of investments, it seems inevitable that trustees...
UK Fines Julius Baer £18 Million
The watchdog also banned three former senior figures who had handled clients from Russia and...
Who's Moving Where In Wealth Management? – Evelyn Partners, Decisive, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Stonehage Fleming Manager Explains Japan Equity Play
An investment figure at the UK-based multi-family office talks about a recent specific stock market...
New York Court Overturns Verdict Against UBS In Employee Case
The bank reportedly said it is pleased with the court's decision. A new trial is being planned. ...
CISI Targets Financial Literacy
The new body is setting out to improve financial literacy skills as well as the outcomes of...