Latest news
Intrinsic helps double OMW’s client flows
Strong cash flows and a solid performance saw Old Mutual Wealth’s (OMW) funds under management rise 14%, year to date, with the firm’s net cash flow soaring 92% on the back of a strong performance by Intrinsic.
Best Practice | 26 Oct 17
Analysis: Advisers can benefit from Brexit
There are some serious positives for savvy advisers with the long shadow of Brexit negotiations driving expats to seek professional advice in droves.
Swiss spat with Saudi and NZ the tip of the CRS iceberg
The lower house of the Swiss parliament has rejected automatic exchange of information (AEOI) agreements with New Zealand and Saudi Arabia but has given the green light to ratify deals with 39 other nations.
Trust acquisition adds Asia presence to $95bn offshore specialist
Bermuda-based Bank of N.T. Butterfield & Son will establish an Asia presence following its acquisition of Deutsche Bank’s Global Trust Solutions (GTS) business.
EU’s most generous expat tax break escapes radical cut
The Netherlands looks set to trim rather than slash its 30% rule tax benefit for expats to bring it into line with other EU countries.