Intelligence for the global adviser
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The US Internal Revenue Service has started action to revoke the citizenship or residence rights of at least 260,000 US individuals due to significant tax debts, according…
Fidelity Investments is launching a new company for institutional clients that will trade and store cryptocurrency assets such as bitcoin and ethereum, the Boston-based investment giant announced.…
TMF Group, a provider of high value business services to clients operating and investing globally, today launched its Mdina Master Trust Retirement Scheme, which offers US permanent…
Boston-based boutique multi-family office TwinFocus has opened a new London office, in a bid to take advantage of the global ultra-high net worth and professional investor marketplace. The…
A prominent financial advisor at Goldman Sachs has left the American investment bank’s Private Wealth Management Group to establish his own advisory company focusing on high net…
A decade ago this last weekend Lehman Brothers crashed into bankruptcy in the biggest corporate failure in history. The ensuing crisis reshaped financial markets, economies and politics…
Jersey has adopted new legislation that allows limited liability companies (LLCs) to establish themselves on the island, a move that could significantly enhance pan-Atlantic business with the…
BNY Mellon Investment Management today announced the launch of the BNY Mellon Mobility Innovation Fund – a thematic, long-only global equity fund will be available to retail,…
Hong Kong has officially surpassed New York City as the place with the highest concentration of super wealthy people. Hong Kong’s population of ultra-high-net-worth individuals (UHNWI)worth at…
Americans with offshore tax compliance problems are being advised to apply immediately as the US Internal Revenue Service’s (IRS) Offshore Disclosure Programme (OVDP) is due to close…
Allianz Life Insurance Company has teamed up with wealth management technology provider Envestnet to make its Allianz Life annuity product range available on the Envestnet Insurance Exchange.…
Neuberger Berman, the employee-owned investment manager, has launched a UCITS strategy investing primarily in collateralised loan obligations (CLO) mezzanine debt securities. Targeted at sophisticated investors, the Neuberger…
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