02/07/2012

Julius Baer expects to deliver client data in U.S. probe

Swiss private bank Julius Baer said on Monday it expects to have to hand over client data as part of a U.S. tax investigation into wealthy Americans who stashed their money in Swiss banks to avoid paying taxes.

02/07/2012

The rich lose a little faith in their wealth managers

The satisfaction levels of high new worth individuals (HNWIs) with their main contacts at UK wealth managers has fallen this year, with a decline in those saying they are 'very satisfied' with the service received.

02/07/2012

Swiss banks to police clients' overseas taxation

In future, Swiss banks may require their overseas customers to provide proof that any funds held in Swiss accounts have been taxed correctly in the client’s country of tax domicile.

02/07/2012

Coutts hosts 'Women in Philanthropy Forum'

On Friday, over 60 philanthropists came together at Coutts’ head office to discuss and explore the important role that philanthropy can play in supporting women and girls in the UK and internationally.