Statistics
13 February 2024

Using Private Client Investment Data As Reality Check

A point that often comes up in conversations with wealth managers is the importance of accurately...

Fund Management
12 February 2024

Wealth Sector Eyes New Swiss Qualified Investor Funds Regime

A new funds structure in Switzerland, open to qualified investors only, is designed to sharpen the...

Compliance
12 February 2024

Swiss Regulator Updates EAM, Trustee Licences Data

The Swiss EAM and trustees industry has gone through a major regulatory change in recent years....

People Moves
12 February 2024

JM Finn Names New Chief Operating Officer

The chief operating officer comes from RBC Brewin Dolphin. ...

Tax
12 February 2024

UK Tax – Investigating Income From HNW Individuals At Record High

As UK chancellor of the exchequer Jeremy Hunt prepares the Spring budget on 6 March, and as HMRC...