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Jersey’s JTC Group acquires Merrill Lynch int’l trust and wealth structuring biz

By: Helen Burggraf | 26 May 2017

JTC Group, the Jersey-based provider of fund, corporate and fiduciary services, has acquired Merrill Lynch’s International Trust and Wealth Structuring business (ITWS). Details of the acquisition, including…

US Labor Secretary says Fiduciary Rule to go ahead on 9 June

By: Helen Burggraf | 23 May 2017

The controversial US “Fiduciary Rule”, which would require brokers and others advising on retirement products in the US to act in their clients’ best interest, will begin…

DeVere confirms sale of Bahamas offices as part of ‘Strategic Review’

By: Helen Burggraf | 15 May 2017

The deVere Group has said it has sold its operation in the Bahamas to a group of management investors, as it begins to put into place corporate…

PineBridge names Alain Meyer to head up new Swiss, Austria ops

By: Helen Burggraf | 12 May 2017

PineBridge Investments, the globally-focused, New York-based multi-asset class investment manager, has named Alain Meyer to head up its new Swiss and Austrian operations. The position is a…

AXA reveals plans to list US business

By: Helen Burggraf | 10 May 2017

AXA, the Paris-based, CAC-40 insurance giant, said today that it plans to list its sizeable US life insurance operations, which include its 64% stake in the AllianceBernstein asset management…

UBS whistleblower Birkenfeld now sues bank in US$20m libel lawsuit

By: Gary Robinson | 03 May 2017

Bradley Birkenfeld, the former UBS Group AG banker, who as a whistleblower helped US authorities prosecute the Swiss bank for tax fraud, only to then spend two-and-a-half…

Zedra expands into Miami

By: Gary Robinson | 02 May 2017

Jersey-headquarted trust company Zedra has expanded into the US with a new Miami office and the addition of another senior hire at the firm. Tomás Alonso, (pictured…

DeVere reported to close Miami hub

By: Helen Burggraf | 02 May 2017

The deVere Group, which in March announced it was to begin “a “comprehensive period of restructuring” days after the news came that most overseas pension transfers were to…

IFC in partnership with Amundi seeks US$2bn for EM green bond fund

By: Helen Burggraf | 28 Apr 2017

The Washington-based International Finance Corporation (IFC) has partnered with Amundi, Europe’s largest listed asset manager, to raise US$2bn for what they say will be the largest green-bond fund…

HSBC, FPSB unveil ‘global partnership’ to promote planning, CFP certs

By: Helen Burggraf | 28 Apr 2017

HSBC, the London-based, globally-focused banking group, and the similarly internationally-focused Financial Planning Standards Board, have announced a new “global partnership”  they say is aimed at boosting financial advice…

H&R Block highlights new US passport risks for tax delinquents

By: Helen Burggraf | 27 Apr 2017

H& R Block, the largest tax return preparer in the US, has launched a campaign to call attention to a new effort on the part of the…

AFP: ‘Panama Papers’ law firm boss says US benefiting from tax haven exodus

By: Helen Burggraf | 21 Apr 2017

One of the co-founders of the law firm at the centre of last year’s “Panama Papers” scandal has said that the fallout from that scandal has triggered…

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