Wealth Management

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.

Citi unveils plans to grow its Asia mass affluent, HNW biz by 10% this year

Citigroup, the New York-based, NYSE-listed banking group, has announced that it's looking to grow its Asia Pacific consumer banking "mass affluent and high-net-worth client base" by around 10% this year.

March 31, 2019
Wealth Management
By staff writer

U.S. expat specialist Dunhill Financial partners with Oz platform giant to provide SMAs to other advisers

Dunhill Financial, a Brussels-based, American expatriate-focused advisory business, has agreed a partnership deal with the international arm of listed Australian platform giant Praemium to provide a range of ‘separately-managed accounts’ to other U.S. expat-focused advisory firms.

February 28, 2019
Wealth Management
By Helen Burggraf

Creveling & Creveling: 12 'financial resolutions' to help American expats enjoy 2019

Like resolutions to eat less and exercise more, vows to spend less and save more are a traditional feature of many of individuals' Januaries, including Americans who are living outside of the U.S., financial advisers report.

Randy Landsman, CEO, Beacon Global Group, and James Pearcy-Caldwell, CEO, Aisa Group

Beacon Global to help Aisa Int’l accommodate U.S. expat clients

Beacon Global Group Europe, a Netherlands-based wealth adviser network specializing in looking after American expats, has entered into a strategic agreement to assist the international arm of Aisa Group with its American expatriate clients, the companies have announced.

December 12, 2018
Wealth Management
By Helen Burggraf

‘Take risk off the table’, avoid PFICs, optimize ISAs to avoid U.S. tax, London Americans told

Delegates attending a standing-room-only tax and finance seminar for American expats on Monday would not have expected to hear that they could relax and not worry much about the state of their finances when they arrived at Smith & Wollensky’s London outpost off the Strand, where the seminar was held.

November 6, 2018
Wealth Management
By Helen Burggraf

UBS to return to looking after HNW Americans abroad (and at home)

UBS, the Zurich-based banking group, is to return to the business of looking after high-net-worth Americans, including expats, almost a decade after it was fined US$780m by the Justice Department for helping wealthy U.S. clients to evade tax.

October 24, 2018
Wealth Management
By Helen Burggraf

Paris seminar this Thursday on estate planning for Americans living in France

The Association of Americans Residents Overseas this Thursday will be sponsoring a seminar in Paris that will seek to help Americans living in France to better understand the issues involved in estate planning while abroad.

October 16, 2018
Wealth Management
By staff writer

Boston's TwinFocus Capital unveils London outpost

TwinFocus Capital Partners LLC, a multi-family office based in Boston, Massachusetts that was launched in 2006 by twin brothers Paul and Wesley Karger, has opened a London outpost that it says is aimed at helping high-net-worth individuals and their families as well as professional investors with their financial services needs.

October 3, 2018
Wealth Management
By Helen Burggraf

TMF Group unveils 'tax-efficient' retirement plan for American expats

The TMF Group, an Amsterdam-based compliance and business services provider that owns Malta-headquartered TMF International Pensions, today launched a retirement plan for American citizens living and working outside the U.S. that it says is designed to be tax-efficient in accordance with U.S. tax regulations.

October 2, 2018
Wealth Management
By Helen Burggraf

Belgium’s Dunhill Financial opens Florida outpost

Dunhill Financial, a Brussels-based advisory firm which specialises in looking after American expatriate clients, has opened an outpost in the U.S., to look after Americans who are returning home after spending time abroad, as well as non-Americans moving to the States for the first time.

September 24, 2018
Wealth Management
By Helen Burggraf

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Focus Financial Partners' shares rise in first day on Nasdaq

Focus Financial Partners, a New York-based financial advisory organization that counts firms based in the U.K., Canada and Australia among its members, saw its shares rise more than 10% immediately after their debut on the Nasdaq stock exchange yesterday.