Despite delays to US FATCA, the once unthinkable scenario of cross-border exchange of tax information is almost upon us, with over 60 countries now signed up to this or similar agreements. If you don’t deal with the inevitable implications now, you could lose out
Senior executives of global systemically important financial institutions (G-SIFIs) have shown a high degree of awareness regarding the importance of improving risk governance and risk culture following the 2008 global financial crisis, according to a new report.
The Zurich Insurance Group has named George Quinn, the chief financial officer of rival Swiss Re, to replace CFO Pierre Wauthier, who committed suicide in August.
More than half of discretionary fund managers will be placing business into investment trusts in the next six months, while almost half of financial advisers will reject the closed-end structure.
The establishment of the International Association of Insurance Supervisors and its insurance core principles can provide valuable positive lessons for the international IFA community
OpesFidelio, a recently-formed wealth management network with global aspirations, has named Christopher Lean to be one of its Czech Republic-based representatives, operating out of its Prague office.
Trevor Falle, a well-known figure in the Channel Islands’ financial services industry, has joined the JTC Group as a group director, a new position.
The Middle East represents huge growth opportunities for wealth managers and financial advisers, with regulatory changes in the UK serving to boost rather than hinder opportunities in the region, according to the 2013 Middle East Investment Panorama report from research company Insight Discovery.
Nordea Asset Management, an arm of Stockholm-based Nordea Bank, has added four new funds to its Nordea 1 Sicav range, as it continues to expand its presence in the discretionary space.
HM Revenue & Customs has beaten its “massively ambitious” target for total revenue raised collected as a result of its tax investigation work by £2bn in the 2012-13 tax year, hitting a new record, UHY Hacker Young reports.
British investors who claim they were mis-sold properties in Cyprus may now have longer than the end of this year (31 December) to file legal claims against lenders and developers involved.
Julius Baer has named Burkhard Varnholt to succeed the departing Hans Lauber as head of its Investment Solutions Group (ISG) and chief investment officer, effective 1 March.
