PEOPLE MOVES: Canaccord Genuity WM, UBS, Quilter
Wealth manager names funds CIO, while banking giant boosts family advisory arm
Maseco
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PEOPLE MOVES: BNP Paribas, Maseco, Fidelity International
BNP Paribas Investment Partners has lured its new global head of sales from Deutsche Asset Management, while Maseco has selected a former Barclays man as its chief operating officer. Fidelity International has named a BlackRock veteran as its global head of consultant relations.
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George King joins Maseco Private Wealth
Ex-RBC Wealth Management man George King has joined Maseco Private Wealth as a partner.
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Maseco fills UK market gap for French expats
Wealth management services are now being offered to French expats as part of Maseco’s efforts to fill “a gap in the market”.
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FATCA seen as an opportunity not a burden
Contrary to common perception, many wealth management firms in the UK are embracing the controversial Foreign Account Tax Compliance Act (FATCA) legislation, which began its implementation on 1 July, with some carving out a niche specifically advising orphaned American clients.
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New era begins as FATCA is introduced
The controversial US Foreign Account Tax Compliance Act (FATCA) has been introduced around the world today, marking a new era for tax planning.
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maseco first uk wealth manager to achieve
Maseco Private Wealth‚ the London-based wealth manager that specialises in looking after American expatriates‚ has been awarded “B Corporation” certification‚ the first such company in the UK to receive this relatively-new accreditation.
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a refuge from the us tax storm
For the last five years, Maseco Wealth has been helping the growing number of American expats who have been caught up in a US crackdown on overseas accounts…
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us institutions to expats take your retirement
First American expatriates were told that their bank accounts weren’t welcome. Now, it seems, Americans’ tax-deferred retirement accounts are also increasingly unwanted by US financial institutions, unless these accounts are of significant size.
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maseco hires two for us client push
Maseco, a London-based advisory firm specialising in Americans living in the UK, has poached two senior employees from currency manager The ECU Group.
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Maseco lures two to boost expertise in London, Zurich
Maseco Private Wealth has hired two experienced wealth managers from rival companies.
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Maseco launches discretionary fund management service
Maseco is launching a discretionary unit allowing UK & European advisers to work with US clients.