Industry
North America | 3 Mar 16
FATCA exceptions agreed by Swiss and US authorities
Accounts held by the lawyers or notaries of clients in Switzerland are now exempt from the United States’ Foreign Account Tax Compliance Act (FATCA) following the signing of an agreement by the countries’ authorities in February.
Natixis affiliate rolls-out European growth and value funds
Paris-based asset manager DNCA has launched its European Growth and Value funds into the UK retail market, through parent Natxis Global Asset Management.
Lombard Int’l sets up dual US-UK wealth solution
Lombard International Assurance, a provider of wealth structuring solutions for high net worth clients, has launched a new wealth planning product designed to meet the needs of US taxpayers and prospective US residents currently residing in the UK.
Wealth Manager M&A hits highest level since 2009
Wealth management merger and acquisition (M&A) activity reached its highest level since the recovery from the global financial crisis began, according to a report by Scorpio Partnership.
NZ Endeavour agrees Qrops deal with Malta’s Elmo
New Zealand pension firm NZ Endeavour Trustees has agreed terms with Malta-based Elmo Pensions to facilitate a partial or full transfer of pension assets between two of their respective Qrops funds.