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Fraud

Aus adviser stole client money to pay Wolf of Wall Street

Asia | 4 Nov 16

Aus adviser stole client money to pay Wolf of Wall Street

An Australian financial adviser has been banned after he used client money to pay for a house, cosmetic surgery for his partner, and to repay debts to Jordan Belfort, better known as the Wolf of Wall Street.

Lumiere Wealth MD arrested ‘in connection with’ JFSC probe

Companies | 11 Oct 16

Lumiere Wealth MD arrested ‘in connection with’ JFSC probe

Christopher Byrne, the founder and managing director of Jersey-based IFA firm Lumiere Wealth, has been arrested in connection with the firm’s ties to the Guernsey-registered Providence funds.

Adviser gets extra prison time for failing to repay investors

Tax & Regulation | 27 Sep 16

Adviser gets extra prison time for failing to repay investors

A financial adviser who funded a lavish lifestyle from investments in an unauthorised collective investment scheme has had an extra 603 days added to his prison sentence for failing to comply with a court order to repay investors.

Europe | 26 Sep 16

France requests data on 45,000 UBS accounts from Switzerland

French tax authorities have asked Switzerland to name the holders of 45,161 bank accounts as part of an investigation into alleged tax fraud, French news service AFP has reported.

Gibraltar Life Insurance adviser stole £1.4m from clients

Asia | 9 Sep 16

Gibraltar Life Insurance adviser stole £1.4m from clients

A financial adviser for Japan-based Gibraltar Life Insurance has been accused of stealing around JPY190m (£1.4m, $1.9m, €1.7m) from 26 customers over a period of 10 years, the company said in a statement on its website.

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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. Site managed by Furness Media