Intelligence for the global adviser
and wealth manager
and wealth manager
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 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 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.…
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…
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…
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…
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,…
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…
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…
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…
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 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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Globaleye, deVere, Holborn and AES Int’l speak out
