Lombard International sells US and Bermuda business
It remains focused on growing its operation in Europe
US
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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
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US calls for dismissal of ‘meritless’ Fatca lawsuit
Accidental Americans argue suspension of emigration services was a constitutional breach
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US wealth transfers to hit $84.4trn by 2045
Advisers need to be ‘open to evolving’ and ‘prepared for changes to their business models’
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UK advice firm unveils US arm
Company is now serving expats in the States and Americans in Britain
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Sanlam boosts investment offering for US citizens in UK
There ‘really aren’t any properly structured dual-reporting funds’, it claims