Latin America
Julius Baer targets tech-savvy Brazilian investors
Via investment in fintech firm offering advice and online automated portfolio management solutions
Spanish planners to be able to advise in Mexico
Move follows mutual recognition of certifications between the two countries
Panama Papers net $1.2bn for tax authorities
Data leak was described as the ‘biggest ever blow’ to the offshore world
PEOPLE MOVES: Standard Life Aberdeen, Julius Baer, Merian
CEO structure change at UK investment firm, as wealth manager bolsters Latin America offering
Financial planning still a male-dominated family matter
UBS finds 85% of wealthy women take care of day-to-day expenses while men handle long-term finances