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North America

generali eyes uk clients with assets of 3m plus

North America | 30 Mar 12

generali eyes uk clients with assets of 3m plus

In one of the boldest moves by an offshore life company in recent years, Generali PanEurope this month will formally begin to target the UK high-net-worth and UHNWI market with a flagship portfolio product and wealth structuring services, which it plans eventually to roll out to private banks, private wealth managers and family offices around the world, International Adviser can reveal.

syz co imports us equity strategy into europe

North America | 29 Mar 12

syz co imports us equity strategy into europe

Syz & Co is to make a new US equity strategy available to European investors, managed by Kansas-based Scount Investments.

fatca partnership not unlike eusd

North America | 29 Feb 12

fatca partnership not unlike eusd

A FATCA partnership with the US may not be as frightening as it may sound at first to those in Guernsey and similar other smaller jurisdictions, a KPMG Guernsey tax expert says, noting that, in terms of scope and commitment, it could be relatively similar to the EU Savings Tax Directive (EUSD).

guernsey looks at fatca partnership with us

North America | 28 Feb 12

guernsey looks at fatca partnership with us

Guernsey’s income tax authorities are looking at whether the island should join the UK, France, Germany, Italy and Spain by joining forces with the US to exchange information on individuals with accounts within its borders, a Guernsey newspaper reported yesterday.

call for us to join world in residence taxation

North America | 21 Feb 12

call for us to join world in residence taxation

The American Citizens Abroad, a Geneva-based group which represents the interests of expatriate US citizens, has called on the US government to join most of the rest of the world in taxing its citizens on the basis of where they live, rather than where they were born, or the nationality of their parents.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.