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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.

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.

Italy's Fideuram - Intesa Sanpaolo Private Banking, has collaborated Switzerland's first digital private bank, Alpian, to enhance its digital wealth management offering.

“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.