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HMRC sets sights on tax planning trusts with new register

By: Gary Robinson 27 Jun 2017

HM Revenue & Customs is planning a new beneficial ownership register for trusts as part of a European-wide crackdown on money-laundering and tax avoidance. Those that set up trusts to…

Banking

Vontobel wealth management arm opens office in New York

By: Adrien Paredes-Vanheule 27 Jun 2017

Vontobel Swiss Wealth Advisors, part of Zurich-based  Vontobel Holding’s Wealth Management division, has opened an office in New York. The wealth manager started looking after US investors out of its…

Investment Research Updates

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Pershing: ‘How to succeed with Generation Why – younger HNW clients’

Financial advisers who wish to attract and retain today’s younger HNW investors need to adjust not only their marketing strategies, but also their business models, according to Pershing, the financial services subsidiary of BNY Mellon. The role an advisory firm’s business model can play in attracting younger clients was among a number of key findings […]

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