07/08/2025
Switzerland’s far-left Young Socialists party has secured a referendum, scheduled for November, to target the ultra-wealthy via the introduction of a federal tax on inheritances and gifts worth more than CHF50m writes Heike van den Hoevel
07/08/2025
The strategy, which invests in collateralised loan obligations, is the first in a range of active fixed income ETFs the Swiss giant plans to release.
07/08/2025
Dara Capital relocates 11 minutes across the Limmat.
07/07/2025
If clients can accept more impersonal support, the FCA’s plans will transform the market
07/04/2025
The Paris branch will serve private clients including wealthy families, entrepreneurs and family offices domiciled in France.
07/04/2025
The Charles Stanley legal entity has taken on its parent's name, which Raymond James describes as a major milestone in the integration of the two businesses.
07/04/2025
Family Offices are maturing into some of the most agile and influential investors in the market. But with that influence comes complexity.
07/04/2025
What kind of world is emerging?
07/04/2025
Experts from BBVA and the BBVA Microfinance Foundation participated in the event where they stressed the need to promote the energy transition in emerging economies and boost development funding.
07/04/2025
TrinityBridge has sharpened its focus on delivering integrated wealth management, as competitors move toward off-the-shelf, one-size-fits-all financial products.
07/03/2025
The last trading day of the Senior Notes will be 11 July 2025.
07/03/2025
This marks Shackleton’s fourth acquisition of the year and brings its total assets under advice and management to just over £8bn.
07/03/2025
Philanthropic Swiss private banks are navigating a new landscape, transformed by AI, climate change and disinformation
07/03/2025
As the first partner in this initiative, Schroders brings its global active management approach and expertise to the region, supported by Allfunds’ local regulatory and distribution capabilities.
07/03/2025
Fund aims to outperform its benchmark, the Bloomberg Global Treasury Total Return Index USD hedged
07/02/2025
Brooks Financial brings together all former financial planning companies under one unified brand
07/02/2025
The mandate covers all of Syz Asset Management’s funds totalling over CHF 3 billion.
07/02/2025
Taxation of the super-rich is a vital tool to secure sustainable development and fight inequalities.
07/02/2025
While global wealth is on the rise, Britain is losing its entry-level millionaires
07/01/2025
The acquisition expands Rothschild & Co's portfolio of services for Swiss Wealth Management clients across succession planning, taxation services and real estate consulting.