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Vontobel wealth management arm opens office in New York

By: Adrien Paredes-Vanheule | 27 Jun 2017

Vontobel Swiss Wealth Advisors, part of Zurich-based  Vontobel Holding’s Wealth Management division, has opened an office in New York. The wealth manager started looking after US investors…

Old Mutual Int’l launches ‘new breed’ of offshore bond

By: Helen Burggraf | 27 Jun 2017

Old Mutual International has pulled the wraps off a new offshore bond it is calling the Select Bond, which it says seeks to target a “new, wider…

‘Why we at Guardian Wealth Mgmt are expanding into corp services’

By: Mike Coady, Chief Commercial Officer, GWM Wealth Management | 27 Jun 2017

In April, Guardian Wealth Management, the Dubai-based advisory group founded by David Howell and John Hasberry more than 20 years ago in the UK, unveiled a new…

Schroders unveils new London-based biz to target US clients

By: Helen Burggraf | 26 Jun 2017

Schroders, the London-based, FTSE 100-listed asset management house, today unveiled a new operation that it said will offer wealth management services to high-net-worth US clients resident in…

Investors in no rush to change over to new China investment channels: StanChartered report

By: Helen Burggraf | 26 Jun 2017

International investors are keen to boost their stakes in China’s markets, but those already using the QFII and RQFII channels to invest in the Mainland aren’t in a…

European Commission unveils tax avoidance crackdown proposal

By: Helen Burggraf | 22 Jun 2017

Tax advisers, accountants, banks and lawyers that facilitate offshore tax avoidance schemes are the targets of a package of new rules proposed on Wednesday by the European…

US CFP Board proposes adding fiduciary duty requirement

By: Helen Burggraf | 22 Jun 2017

The Certified Financial Planner Board of Standards, a US body which oversees the awarding of the CFP mark to financial planners and other professionals in that country, is…

BVI favoured for corporate structuring rather than private assets: research

By: Helen Burggraf | 21 Jun 2017

The British Virgin Islands has become more of a domicile of choice for corporate clients looking to achieve an efficient cross-border structuring than for stashing private wealth,…

Jersey’s assistant chief minister ‘dismissed’

By: Helen Burggraf | 20 Jun 2017

Jersey’s assistant chief minister, Philip Ozouf, has been “dismissed”, the States of Jersey has announced. In a statement, the States of Jersey said chief minister Ian Gorst…

Harsher times come to Expatland

By: Helen Burggraf | 20 Jun 2017

The late 1980s and 1990s saw a new phase of corporate globalisation and consequently, the beginning of a golden era for Westerners – especially those from the…

US ‘intensifying’ tax evader hunt by data mining: FT

By: Helen Burggraf | 19 Jun 2017

The US tax authorities “are intensifying their efforts to find tax evaders and the bankers who assist them” through the use of data collected from the Panama…

Indosuez WM in talks to acquire CIC’s Asia biz

By: Helen Burggraf | 16 Jun 2017

Indosuez Wealth Management, rebranded from Crédit Agricole Private Bank last year, has said that it has entered into “exclusive discussions” with Credit Industriel et Commercial  (CIC) to acquire CIC’s…

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