Wealth Management

AXFNJ Podcast: American expat adviser Jimmy Miller talks John Richardson through the basics of 'divorcing the IRS'

"It's not that people plan to fail, it's that they fail to plan," is one of the favorite sayings of James ("Jimmy") Miller, the American founder and principal of Baobab Wealth Management, who, as he explained to the AXFNJ's John Richardson last month, had been living in Moscow, Russia, for the…

April 8, 2022
Wealth Management
By staff writer

In January, the number of B Corporations in the UK hit 600, making it the No. 2 B Corps jurisdiction after the U.S.

'March is B Corp Month. What exactly is a B Corp, and why does it matter to me?'

March, in case you were wondering, is not just the third month of the year. It also happens to be National Cheerleading Safety Month, National Celery Month, National Caffeine Awareness Month, Asset Management Awareness Month, and National Peanut Month, according to organizations that track such things. It’s even National Irish…

February 28, 2022
Wealth Management
By George King

The Schroders podcast, featuring Heale and Saxer: 2010's 'Fear and Total Confusion Act,' and other U.S. expat challenges

Schroders, the London-based, London Stock Exchange-listed wealth management company, is one of the biggest and longest-established wealth managers to specialize in looking after expatriate American clients...

Artnet.com: 'New U.S. beneficial ownership register law seen likely to affect fine art dealers, investors'

The passage into law on Jan. 1 of the so-called National Defense Authorization Act, which contained the beneficial ownership register-creating Corporate Transparency Act, most likely won't just affect those investors who have below-the-radar stakes in corporate entities and properties held in limited liability companies, according to a recent article on…

January 15, 2021
Wealth Management
By Eileen Kinsella

Wells Fargo to 'exit the int'l segment' of its wealth management biz

Wells Fargo, the San Francisco-based, NYSE-listed company long associated with having provided banking services to the "pioneers" and other early inhabitants of America's western states, has said that it has decided to "exit the international segment of our business" in order to focus on its domestic U.S. operations.

January 7, 2021
Wealth Management
By Helen Burggraf

New York, where Focus Financial is based

N.Y.'s Focus Financial to add another UK outpost, via its new 'Connectus' branding

Focus Financial Partners, the NASDAQ-listed, New York-based partnership of independent, fiduciary wealth management firms that has been growing rapidly since it was founded in 2004, is to add another outpost in the UK, with the addition of a Knutsford, Cheshire-based advisory firm to its new, Connectus-branded stable.

January 4, 2021
Wealth Management
By staff writer

New York's Citi opens its 'largest wealth hub globally' in Singapore, in SE Asia expansion drive

Citi, the New York-based American banking giant, which has operations in some 160 countries and jurisdictions around the world, has opened what it says will be its "largest wealth hub globally" in Singapore, and unveiled plans to significantly expand its operations there.

December 23, 2020
Wealth Management
By staff writer

Focus Financial Partners expands further into Australia, via 'partner firm' Connectus Wealth Advisers

Focus Financial Partners, the NASDAQ-listed, New York-based partnership of independent, fiduciary wealth management firms that has been growing rapidly since it was founded in 2004, has announced that it has expanded its presence in Australia after one of its partner firms, Connectus Wealth Advisers, acquired three firms there.

December 12, 2020
Wealth Management
By Helen Burggraf

Stanhope Capital and FWM Holdings say merger will create 'one of world's largest' indie global wealth management firms

Stanhope Capital Group, a London-based wealth manager, and New York-based FWM Holdings have entered into a merger agreement that the companies say will create one of the world’s largest independent wealth management and advisory firms.

November 25, 2020
Wealth Management
By staff writer

Howard Clark-Burton, left, and Ian Marsh

Hong Kong's BMP Wealth adding 'U.S. expat proposition' to existing expat range

BMP Wealth Ltd. is a Hong Kong-based wealth management firm that was set up in 2017 to cater to the wealth management needs of what it calls "internationally-minded people," from such countries and regions as the UK and elsewhere in Europe, Canada, Australia and China. And now, it's in the…

November 23, 2020
Wealth Management
By Helen Burggraf

Partners Wealth Mgmt adds two partners to its 'exponentially growing' int'l business

Partners Wealth Management, a London wealth management firm that specializes in looking after high-net-worth clients, including American expats, has named two experienced wealth managers to join the firm as partners, as it expands its international operations.

October 30, 2020
Wealth Management
By Helen Burggraf

More...

City of London, with the "Walkie-Talkie" building, where LeifBridge is headquartered

London's LeifBridge names well-known wealth expert to research role, as it rolls out to market

LeifBridge Investment Services, the high-end wealth management firm that London-based Shard Capital is officially rolling out to the American expat market this month, has named Ernst Knacke to head up its research operations.

September 9, 2020
Wealth Management
By staff writer

‘Retrocessions’: Does your Swiss bank owe you money?

Americans, Brits and others with Swiss bank accounts prior to 2012 are being warned that time is running out for them to get back any hidden commissions they may have paid. This comes in the wake of a recent Swiss Supreme Court ruling which updated four earlier decisions, and which,…

August 27, 2020
Wealth Management
By Helen Burggraf

Contradictory economic indicators cited, in annual tax and finance seminar for London expats

"Avoid illiquid assets, rotate out of cyclicals, and, given that interest rates seem likely to remain low for the foreseeable future, seek out the right income producing assets where possible," were among the messages that around 50 delegates attending the American in Britain magazine’s annual autumn tax and finance seminar…

November 7, 2019
Wealth Management
By Helen Burggraf

Jersey Finance names wealth expert to head up new New York outpost

Jersey Finance, the globally-focused marketing arm for Jersey’s financial services industry, has named Philip A. Pirecki to head up a new representative office it plans to open in New York later this year.