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North America

Companies | 12 Sep 22

Nine US investment advice firms charged with regulatory breaches

They have all agreed to pay combined penalties of over $1m

Companies | 12 Sep 22

Blacktower unveils Portugal expat service for US nationals

Firm plans to expand offering across Europe ‘and perhaps internationally in the near future’

Asia | 6 Sep 22

Credit Suisse sells global trust business

Sale involves operations in Guernsey, Singapore, The Bahamas and Liechtenstein

Asia | 6 Sep 22

Kingswood eyes 10 UK acquisitions a year

But firm ‘hasn’t found the right opportunities yet’ in the international market

Companies | 2 Sep 22

US in the news: Merit Financial Advisors makes double swoop

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

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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.