HMRC assigns tax compliance managers to keep tabs on billionaires
HMRC is ramping up efforts to track the financial affairs of overseas billionaires with assets in the UK. Ultra-wealthy individuals and their accountants
Tax
Investments
Technology Investments That Can Create Hidden Costs And Risks
Technology investments are meant to make organizations more efficient, lower costs or simplify work. But the business case can look much cleaner on
Wealth Management
Three in four parents put their own health on hold while caring for children, study finds
Research shows parents regularly cancel doctors appointments or ignore symptoms in order to prioritise their children – often making their issues worse. Bupa
Wealth Management
Horizon Acquires LSA Portfolio Analytics OCIO Firm
Horizon, a Charlotte, N.C.-based wealth services firm, completed the purchase of LSA Portfolio Analytics, a Missouri-based provider of outsourced chief investment officer services.
Fund
Mirae Asset Mutual Fund to raise fees on several schemes from September 29
Mirae Asset Mutual Fund has announced a revision in the Base Expense Ratio (BER) of several of its schemes, effective September 29, 2026,
Insurance
Co-op’s insurance and funeral arms do heavy lifting as it climbs out of cyberattack hole
Life services out-earned the rest of the group in the first half, with insurance profit up 20%, while the bill for last year’s
Tax
Families risk losing inheritance tax discount because of pension reforms
STEP said the pension changes could also lead to “larger charitable gifts than intended”. For example, if the value of a person’s taxable
Wealth Management
Boaz Lahovitsky Joins Broadridge as President of Wealth Management
Senior wealth management executive to lead the next phase of growth, innovation, and transformation for Broadridge’s award-winning wealth business NEW YORK, Sept. 23,
Fund
Cox Capital Announces Tender Offers for Class I Shares of Blackstone Private Credit Fund and HPS Corporate Lending Fund
Cox Capital Partners (“Cox Capital”) announced today that Cox Capital Retail Secondaries Fund I, LP (the “Purchaser”), a private investment fund managed by
Fund
Is American Century Equity Income Investor (TWEIX) a Strong Mutual Fund Pick Right Now?
Any investors hoping to find a Large Cap Value fund might consider looking past American Century Equity Income Investor (TWEIX). TWEIX holds a