Other News

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.

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.

Research published by PwC shows that underserved investors may benefit from tokenization - the issuing of a token as a digital representation of that asset, administered on a blockchain.

We Are Guernsey has revealed the key takeaways from the launch of its latest research.

“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.

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. 

UK investors are increasingly seeking advise on Environment, Social and Governance (ESG) investing according to a study by M&G Wealth.

US regulator - the Securities and Exchange Commission (SEC) – has charged BNY Mellon Investment Adviser for misstatements and omissions about ESG considerations in investment decisions for certain mutual funds it managed.