12/19/2025
’Tis the season to gift – making tax-efficient gifts
Whatever the occasion, be it Christmas or Lunar New Year, families will be gathering in the coming weeks and months, and cash gifts can form a large part of those traditions.
12/19/2025
Whatever the occasion, be it Christmas or Lunar New Year, families will be gathering in the coming weeks and months, and cash gifts can form a large part of those traditions.
12/19/2025
This would significantly strengthen Arval’s presence in key markets and its competitive position in Europe, making it the European co-leader in full-service vehicle leasing.
12/18/2025
Even a gesture as simple as giving up one’s seat for an elderly person can be considered a selfless act of kindness towards others.
12/18/2025
Previous Rathbones research has also found that volunteering as well as donations have dropped in 2025.
12/18/2025
Many analysts had predicted the rate cut after UK inflation cooled to 3.2% on Wednesday.
12/17/2025
With its position as an international wealth hub and home to one of Equiom’s multilingual private client teams, the Principality offers a unique vantage point from which to observe these changes.
12/17/2025
Dina de Angelo from Pictet Wealth Management shares her secrets of successful communication with multiple family generations over tea and festive mince pies with PWM
12/16/2025
For decades, the Escalade festival has been celebrated in our Geneva offices, becoming a cherished tradition.
12/16/2025
These must have at least £25bn of “qualifying” assets under a common investment strategy by 2030 to continue.
12/16/2025
Economists are analyzing inflation trends ahead of Norges Bank’s final policy decision of the year.
12/16/2025
These board members are selected by the pension beneficiaries.
12/12/2025
For Alexis Chardigny, Senior Private Banker at Lombard Odier France and car market expert, this trajectory perfectly illustrates the way tangible assets have become a structuring pillar of alternative asset management.
12/11/2025
The study, conducted in conjunction with behavioural consultancy Humans and Money, found that 52% of consumers would engage with targeted support.
12/10/2025
Charles Stanley highlighted that keeping written records of gifts is essential to avoid IHT bills
12/09/2025
Transposition has not happened so far in Hungary
12/08/2025
The conclusion is that the global economy is transitioning towards a more sustainable model – driven not by policy or ethics, but by necessity, innovation, and superior economics.
12/08/2025
Together, their insights underscore a shared a key message that Jersey is uniquely positioned to lead and demonstrates how finance centres can make a big contribution to tackling global issues.
12/05/2025
On the other hand, global equity markets have delivered strong double-digit returns, supported by a continued optimism on Artificial Intelligence (AI), a resilient economy, accommodating central banks and good corporate profitability.
12/04/2025
As a result, European equity prices have remained steady since the summer.
12/03/2025
Featuring the views of over 200 advice professionals, NextWealth and Aegon’s latest research guide, Organic Growth for Financial Advice Firms, has revealed a number of interesting insights into the value of planning when targeting new clients. When