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BlackRock launches EMD fund

By: Eugene Costello | 07 Dec 2017

UK asset manager BlackRock has launched an emerging markets short-duration bond fund that it says will allow investors seek to “access asset classes with higher return potential,…

UK tax lobbying group dismisses EU blacklist as ‘politically led’ charade

By: Eugene Costello | 05 Dec 2017

The publication of the European Council’s so-called tax haven blacklist served to show a “lack of effective action being taken” by the European Union on widespread tax…

Relief for Crown Dependencies and BOTs as EU blacklist fears prove unfounded

By: Eugene Costello | 05 Dec 2017

The long-awaited European Council’s Code of Conduct (COC) was published today, with relief for UK Crown Dependencies and British Overseas Territories (BOTs) who do no feature on…

BlackRock to buy Citi’s Mexican asset management biz

By: Eugenia Jimenez | 29 Nov 2017

BlackRock, the New York-based asset manager, is to acquire the asset management arm of Citibanamex – the Mexican subsidiary of Citigroup – in a deal that BlackRock…

Royal bride-to-be Meghan Markle’s US citizenship intrigues tax experts

By: Helen Burggraf | 29 Nov 2017

While the UK tabloid newspapers obsess over details of the just-announced wedding next May of Prince Harry and his American girlfriend, Meghan Markle, tax experts and others…

Bermuda gov’t unveils bid to attract cryptocurrency industry

By: Ridhima Sharma | 28 Nov 2017

The government of Bermuda has unveiled an initiative it says is aimed at accelerating “the establishment and growth” of digital currency businesses on the island.  At a…

US arrests made in connection with Guernsey’s Providence case

By: Helen Burggraf | 28 Nov 2017

Two executives of the Miami-based parent of Guernsey-based Providence Global Ltd, which collapsed in 2016, have been federally indicted, and third defendant pleaded guilty to his role…

Tax Justice Network in blacklist warning to UK financial sector

By: Helen Burggraf | 27 Nov 2017

The UK’s financial services industry “could face heavy penalties after Brexit unless the UK turns back on its aggressive tax haven policies”, according to the UK-based Tax Justice…

NY’s Focus Financial Partners acquires Gold Coast wealth management boutique

By: Helen Burggraf | 27 Nov 2017

Focus Financial Partners, the New York-based advisory group that claims to being America’s largest independent wealth management partnership, has expanded its presence in the Australian market with the acquisition…

CISI: Advisers falsely claiming certification ‘could face legal action’

By: Helen Burggraf | 27 Nov 2017

Financial advisers who claim to be certified financial planners accredited by the Chartered Institute for Securities and Investment “risk being taken to court” and expelled from the organisation,…

People Moves: Julius Baer, HSBC, La Française, Insight Investment

By: Ridhima Sharma | 27 Nov 2017

Julius Baer Julius Baer has named Bernhard Hodler new chief executive with immediate effect,  following Boris FJ Collardi’s just-announced decision to resign. Hodler, who is currently chief risk…

Julius Baer CEO to join Pictet as partner

By: Adrien Paredes-Vanheule | 27 Nov 2017

The chief executive of Switzerland’s Julius Baer financial group, Boris Collardi (pictured),  resigned over the weekend, and will join rival Pictet’s board of partners effective from mid-2018…

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