Global wealth firm eyes Swiss and Singapore expansion
As the company sees further M&A opportunities in cross-border and expat advice markets
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
As the company sees further M&A opportunities in cross-border and expat advice markets
Company has not decided how it will leave, which could include selling or winding down the operation
This ‘further increases the reach and offering’ of its Nexus Global IFA network
It is seeking to overturn a 2019 ruling that it helped wealthy clients hide assets offshore
As international life insurance broker also unveils an operation in the European country
Newly formed business will have operations in Thailand, UAE, Luxembourg, Mauritius, Monaco and Russia
Deal will expand the company’s private client operation
Investment will allow the business to grow ‘organically and via acquisitions in Switzerland and abroad’
It is the company’s fourth operation globally
Heirs of a Swiss baron now claiming back-payments from locals
It will be headed up by a recent hire from Templeton Asset Management
Giving greater freedom to people to decide who inherits their estate