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Jersey-based fintech Phundex has announced its third release of 2022, just one month after its second release of the year.

New HMRC data has revealed that IHT receipts for April 2022 were higher than the same period a year earlier.

Wealth manager Mirabaud has appointed Samir Atitallah as chief executive for Mirabaud Middle East Ltd.

The return of “big government”, high inflation and innovation are all set to shape the next decade of wealth management, according to Pictet Wealth Management.

“I do not agree – at all – with the remarks made at last week’s FT Moral Money Summit,” wrote Noel Quinn, the chief executive of HSBC Holdings, on LinkedIn in the wake of the negative criticism of a talk given at the event by Stuart Kirk, the head of responsible investing at HSBC Asset Management.

Research conducted by Oxford Risk found that MENA wealth managers think that risk assessment for clients should be improved.

HSBC Global Private Banking has launched the Online Trading for Structured Products platform in Asia.

The US Department of Treasury has issued its 2022 National Strategy for Combatting Terrorist and Other Illicit Financing, aimed particuarly at virtual assets and shell companies. 

Temenos has launched an ESG investing service, aimed at helping banks and wealth managers meet the growing demand for sustainable investing.

The Swiss Life Group is set to expand its offering in Switzerland with a new business in Zurich.