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Offshore outposts of RBS’s asset financier Lombard closing to new biz

By: Helen Burggraf | 16 Aug 2017

The Gibraltar and Crown Dependency offices of the UK’s largest asset financier, RBS-owned  Lombard Finance, are closing to new business, the company has announced. Lombard will, however,…

DeVere to open ‘first-ever’ Austrian outpost

By: Helen Burggraf | 16 Aug 2017

The deVere Group next month is to open its first-ever office in Vienna, the capital city of Austria, in what the company said represents the latest step…

Pru sells US broker/dealer network to LPL Financial

By: Helen Burggraf | 16 Aug 2017

Prudential, the major UK insurance and financial product provider, has sold its US broker-dealer network to Boston-based LPL Financial for what was described as an “initial purchase…

Now it’s Swiss expats who are struggling to keep their homeland accounts

By: Helen Burggraf | 15 Aug 2017

For years, American and British expatriates have complained of the difficulties they’ve faced in trying to keep bank accounts back in their home countries. Indeed, the problem…

A reader asks: ‘What tax obligations, and from where, would my client’s American wife incur by cashing in her Roth IRA?’

By: Andrea Solana, Head Of Advanced Planning At Maseco Private Wealth | 15 Aug 2017

One of those questions that UK-trained and focused advisers who look after American expat clients only say they come up against from time to time – and often…

PEOPLE MOVES: Stonehage Fleming, FASEA, GAM

By: International Investment Staff | 14 Aug 2017

Stonehage Fleming Stonehage Fleming, one of the largest independently-owned multi-family offices in the EMEA region as a result of its creation in 2015 by the merger of…

New regs mean range of UK businesses now risk fines for not reporting ‘sanctioned’ clients

By: Helen Burggraf | 11 Aug 2017

New regulations that have now come into force mean that a range of businesses and professions could face significant financial penalties if they don’t inform the UK…

Old Mutual Wealth moves strongly into profit as it prepares for life after OM plc

By: Helen Burggraf | 11 Aug 2017

Old Mutual Wealth, the UK-based arm of Old Mutual plc, moved strongly into profit in the six months to the end of June, compared with a loss of…

‘Offshore bond sales leap 60% in H1’: Canada Life Int’l

By: Helen Burggraf | 10 Aug 2017

Canada Life International, the UK-based arm of Winnipeg, Canada-based Great-West Lifeco Inc, said first half offshore bond sales leapt 60% from the same period a year earlier, and…

Prudential unveils plan to merge its M&G unit with UK, European ops

By: Helen Burggraf | 10 Aug 2017

London-based insurance giant Prudential said today that it plans to merge its asset management business, M&G, with its UK and European insurance business to create a combined…

HMRC’s Trusts Registration Service: Up and running

By: Gerry Brown, Tax Commentator | 09 Aug 2017

HM Revenue & Customs’  new online Trusts Registration Service is now up and running, and beginning to get the attention of trust providers in a big way.…

FPA to ASIC, re Statement of Advice proposal: Make it more user-friendly, and don’t lead with talk of fees

By: Helen Burggraf | 09 Aug 2017

The Financial Planning Association of Australia broadly “supports” current plans to come up with a new “example Statement of Advice template” – about which the Australian financial…

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