What should expats consider before moving to the US
Flexibility of financial plans are key for clients
US
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Nine US investment advice firms charged with regulatory breaches
They have all agreed to pay combined penalties of over $1m
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Blacktower unveils Portugal expat service for US nationals
Firm plans to expand offering across Europe ‘and perhaps internationally in the near future’
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Global wealth manager unveils Tokyo office
To bolster its offering for US expats
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Lombard International sells US and Bermuda business
It remains focused on growing its operation in Europe
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UK firm enters US structured product market
Company also has operations in the UAE and South Africa
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How to overcome US expat financial planning challenges
‘Americans living overseas must pay particular attention to the complexities of dual taxation when investing’
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US family office buys UK wealth firm
In a bid to expand its international presence
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Bank of America invests in fintech platform
They have been partners since 2018
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Investment firm charged over selling high-risk bonds to retirees
Products were ‘only suitable for customers with substantial financial resources’
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Shift to residence-based taxation ‘would cost the US nothing’
Campaign group argues that rights recently afforded to companies should be extended to individuals
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Hoxton Capital Management gets SEC licence
As it plans to expand its US presence with additional offices