Trusts & Estates: July/August 2026 Digital Edition
Features on Estate Planning & Taxation, Fiduciary Professions and Insurance
Features on Estate Planning & Taxation, Fiduciary Professions and Insurance
EFG International has reported revenue-generating assets under management (AUM) of SFr196.3bn ($240.73bn) at the end of June 2026, representing a 21% increase from a year earlier. Net profit for the first half was SFr184.6m, up 5% from the H1 2025 and 13% from H2 2025, excluding exceptional items recorded in 2025. Net new assets totalled SFr5.7bn over…
9:10 AM, 11th September 2026, 52 minutes ago For a growing number of landlords, it appears that their letting agent bills are growing as they introduce fresh charges following the Renters’ Rights Act, The Telegraph reports. It says that London agency KFH is charging £12 plus VAT for additional statements, while landlords elsewhere have been…
Marex Group Limited added multi-dealer foreign exchange and precious metals liquidity to its prime brokerage platform today (Thursday). Hedge funds, asset managers and professional clients can access aggregated streams without separate bilateral agreements with each provider. Clients can keep execution and post-trade services with one prime broker, including portfolio-level cross-margining. A June 2025 arrangement with…
For many Australians, fully offsetting a mortgage is the ultimate financial achievement. After years of disciplined saving, making extra repayments, and carefully managing their budget, reaching the point where savings completely offset home loan interest can feel just as rewarding as buying the property itself. The question then becomes: what to do next? …
“Hey, great party!” a parent laughed while wiping mud off their daughter’s happy face. My own grin stretched wide as I thanked them for coming and made my way upstairs, dodging kids in animal costumes sprinting down. I made my way to the platform and poked my head into each room until I found my…
Get better at: Building a strong network Today’s move Send a message to someone in your network without an ask: Congratulate them on a promotion, send an article that made you think of them, or just say “hi.” Why it works Those small interactions make you come across as genuine, rather than as someone simply…