Wealth Strategies
12 July 2024

Private Client Investors Yawn At Election Dramas, Equity Appetite Rises

With one of the busiest election years in history – more than 70 around the world – it might...

People Moves
12 July 2024

Who’s Moving Where In Wealth Management? – Fulcrum Asset Management, Dynamic Planner, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Market Research
11 July 2024

UBS Report Shows Wealth Growth

UBS has released a new report this week revealing how wealth growth across the world has recovered...

Tax
11 July 2024

Lift Reporting Rule On US Expats' Foreign Pensions – American Citizens Abroad

This story is another example of how the worldwide nature of US taxation means that expats are...

People Moves
11 July 2024

Bank Julius Baer Names New Swiss Market Head

The bank said that the new head, who joined in 2019, has managed his role as market head Germany...