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As US expat groups lobby, Washington lawmakers debate Trump tax bill

By: Helen Burggraf | 25 Apr 2018

Groups representing American expatriate taxpayers in the offshore community stepped up their lobbying efforts earlier this week, as the US Senate’s Finance Committee prepared on Tuesday to…

Aetna Int’l in ‘strategic partnership’ with France’s Humanis

By: Helen Burggraf | 25 Apr 2018

Aetna International, the international arm of Hartford, Connecticut-based, NYSE-listed health insurance giant Aetna, said it has signed a strategic partnership agreement with Humanis, a French insurance group…

Ashburton unveils partnership with Fidelity Int’l on multi asset

By: Helen Burggraf | 23 Apr 2018

Ashburton Investments, the asset management arm of the FirstRand Group, has entered a strategic partnership with Fidelity International, the $324bn global asset manager, the companies announced today.…

US investment industry, gov’t embark on ‘best interest’ debate

By: Helen Burggraf And Christopher Copper-Ind | 23 Apr 2018

Ever since the publication last Wednesday by Securities and Exchange Commission chairman Jay Clayton of a proposed overhaul of the way US financial advisers deliver advice to…

Offshore sector clashes with media over Paradise Papers fallout

By: Christopher Copper-Ind | 19 Apr 2018

The International Consortium of Investigative Journalists (ICIJ) has come under renewed attack from members of the offshore finance industry following its role in the publication of law…

US authorities announce extradition of Bitcoin fraudster

By: Christopher Copper-Ind | 16 Apr 2018

American authorities confirmed today the extradition of the British alleged cryptocurrency fraudster Renwick Haddow from Morocco to the United States. He was charged with two counts of…

Plight of French ‘Américains Accidentels’ gets major US media coverage

By: Helen Burggraf | 16 Apr 2018

The plight of a group of French citizens who, typically as a result of having been born in the US while their parents were there only briefly,…

UK’s Mark Davies & Associates in deal with Andersen Global

By: Helen Burggraf | 13 Apr 2018

Mark Davies & Associates, a London-based tax firm which specialises in looking after high-net-worth, cross-border individuals, has joined forces with Andersen Global, a rapidly-growing international tax organisation…

US imposes sanctions on three Russia-linked Jersey companies: Report

By: Helen Burggraf | 11 Apr 2018

Three Jersey-based companies “worth billions and controlled by a Russian ‘oligarch’ with close ties to the Kremlin” have had tough sanctions imposed on them by the US…

People Moves: Stonehage Fleming, Vanguard, C5 Capital

By: International Investment Staff | 10 Apr 2018

Stonehage Fleming Stonehage Fleming, the London-based multi-family office, has expanded its Jersey office with the appointment of Rudi Bodenstein as a director. Bodenstein comes to Stonehage from…

Three-quarters of US advisers believe active and passive investments complement each other

By: Christopher Copper-Ind | 10 Apr 2018

More than 80% of financial advisers agree that passive investments help minimize overall portfolio fees and that active managers are ideal for certain asset classes, research by…

Financial planning support set to rise for US broker/dealers: report

By: Gary Robinson | 06 Apr 2018

Financial services brokers in the US are set to benefit from an increased “breadth and depth” of relevant resources according to new research from Cerulli Associates. The…

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