02/03/2023
Year-end tax planning with an international twist
From April 2023, there will be a new consideration: a hike in corporation tax to 25% from 19%, which could affect how much tax is paid on rental income and gains.
Wealth and Asset Management
02/03/2023
Top 50 IAM takes stake in Lugano family office
The firm announced a merger with another independent asset manager last year.
02/03/2023
ONE swiss bank: H2 and Full-year 2022 financial result
This goal was actually achieved in less than 18 months – despite the well-known series of shocks that severely impacted financial markets in 2022.
02/02/2023
Will First Boston Get a Chunk of Credit Suisse's Fund Unit?
Specifically, this is assumed to be the Private Funds Group, wholly owned by Credit Suisse and part of the fund business.
02/02/2023
Julius Baer Group Ltd. nominates Juerg Hunziker for election to the Board of Directors
All other current members of the Board of Directors, which will newly consist of nine members, will stand for re-election at the upcoming AGM.
02/02/2023
Presentation of the 2022 full-year results for the Julius Baer Group
This media release and other communications to investors contain certain financial measures of historical and future performance and financial position that are not defined or specified by IFRS.
02/02/2023
Julius Baer Reclassifies Russian Assets
The bank has credit exposure to a single-digit number of clients subject to these sanctions.
02/02/2023
UBP partners with Brigade Capital Management to widen its liquid alternative offering
It is supported by Brigade’s investment team, including 33 sector analysts and 12 structured credit specialists.
02/02/2023
Lombard Odier partners with Swiss pension specialist
Lombard Odier said that many people now expect flexible, individualised pension plans.
02/02/2023
UBP teams up with US group for long/short credit strategy
The Swiss firm has partnered with New York-based alts specialist Brigade Capital Management to increase its alternatives offering.
02/02/2023
Deutsche Bank reports 2022 profit before tax of € 5.6 billion
Profit before tax was € 5.6 billion in 2022, up 65% over 2021.
02/02/2023
LGT Capital Partners opens administrative presence in Luxembourg
New office to serve LGT Capital Partners’ alternative funds
02/02/2023
SJP names De Mellow & Co as winner of chartered firm award
A new award was also added to 2022's list: vulnerability champion of the year.
02/01/2023
Success for IQ-EQ’s Guernsey, Isle of Man, Hong Kong and Singapore offices in 2023 Citywealth IFC Awards
This is the second year in a row that three IQ-EQ jurisdictions have been rewarded for their efforts in the industry, and the second consecutive year IQ-EQ Guernsey has scooped the ‘Gold’ gong.
02/01/2023
Fairstone adds £450mn FUM with Surrey-based IFA purchase
The deal will see 11 advisers and 16 staff join the group, as well as more than 2,000 clients.
02/01/2023
Valiant Increases Profit and Attracts New Private Client Money
Net interest income rose by 2.5 percent year-on-year to 335.5 million francs.
02/01/2023
Edmond de Rothschild Corporate Finance confirms its position among the leaders in Small & Mid Caps with 60 transactions carried out in 2022
Based on a long-term view, the team specialised very early on in developing strong verticals in promising sectors that showed resilience in a context of crisis and inflation.
02/01/2023
Spotlight on Growth Momentum in Asia
Asian economies have proved resilient, underpinned by factors such as increasing domestic demand, moderate inflation and renewed long-term capital inflows
02/01/2023
Grabbing pension tax relief by using carry forward allowances grows in importance
As the end of the tax year on 5 April fast approaches, savers and investors need to think about whether they are using their allowances to maximum effect.
01/31/2023
M&G Wealth unveils investment app
The minimum investment is £500 and is only available to UK residents.