Financial Results
25 February 2025

EFG International Divests Portfolio, Says It Will Bolster H1 2025 Earnings

The bank said it was tackling a legacy life insurance portfolio that dates back 15 years. ...

Technology
25 February 2025

AI's Cost-Cutting Promises Helps Drive Financial Sector Enthusiasm

In another look at the different ways that banks, wealth managers and family offices are using AI,...

Investment Strategies
25 February 2025

Letter From India – A Startup Nation

The author is a keen advocate of venture capital and startups in India, and explains events in the...

Tax
25 February 2025

Wealth Managers Explain How To Mitigate Rising IHT

After the latest figures from HM Revenue and Customs show another rise in inheritance tax receipts...

Technology
25 February 2025

Digital Digest: The Latest Tech News – WisdomTree, CoinDesk, BlackRock, Scalable Capital

The latest technology news in the wealth management sector from around the world. ...

Surveys
25 February 2025

ETF Demand Set To Rise In 2025 – Fidelity International Survey

Fidelity International has just released a study on future investment trends taken amongst 125...

Tax
25 February 2025

UK Steps Up Fight Vs Tax Evaders, Convictions Rise

The figures shed light on how seriously UK authorities are chasing and penalising tax evaders. This...

Tax
24 February 2025

Advisors Must Wise Up To Insurance's Power In Easing Inheritance Tax Pain

Life insurance is a well established market and yet under-appreciated as a means of settling tax on...

Investment Strategies
24 February 2025

UBP Constructive On India’s Outlook, Despite Challenges

Carlos Casanova, senior economist Asia at Swiss private bank Union Bancaire Privée, discusses how...

Reports
24 February 2025

Liechtenstein's LLB Group Says Net New Inflows Surge; Profits Rise

The banking group reported a broadly solid set of results. Expenses rose, with spending on client...