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North America

The flags of the United States and the United Kingdom waving in the wind. International business

North America | 8 Feb 23

Advice tech firm eyes UK and US expansion after raising $18m

BNY Mellon and RBC invested in the company during a funding round

Companies | 7 Feb 23

Investment management firm opens in France to serve US expats

‘If an American buys European financial products, they are penalised by the IRS,’ founder says

M&A Deals | 3 Feb 23

US in the news: Sanctuary Wealth names CEO

A round-up of people moves and M&A deals across North America

Companies | 2 Feb 23

Focus Financial in talks with PE firm over sale

There is no certainty that a deal will be agreed

The flags of the United States and the United Kingdom waving in the wind. International business

Alternatives | 2 Feb 23

Charles Schwab unveils retail investment offering in UK

To allow Brits to buy and sell US equities, bonds, and options

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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.