Industry
IQ-EQ acquires US private wealth firm
Deal adds $1.9bn to the company’s assets under management
UK tax year end date is ‘chaos’ for multi-domiciled clients
Reporting to two or more regimes that operate to different calendars causes ‘difficulties’
UK refuses to uprate expat pensions in Canada
Move deemed ‘disappointing’ and a ‘staggering betrayal’ by activists
Private wealth services provider opens London office
Operation is a ‘natural early step’ as the firm plans to grow its footprint ‘internationally’
‘Accidental’ Americans appeal Luxembourg Fatca decision
They aim to stop the European country from sharing information with the US