Global Capital. Clear Intelligence.
The British vote to leave the European Union – commonly referred to as the Brexit – seemed to catch much of the world by surprise, at least temporarily shook up the markets and left many people wondering whether they should act quickly to protect their investments. But puzzled American investors should wait to see how … Read more
Despite the commonly-held belief that tax considerations primarily drive offshore investment, only 23.2% of global high net worth (HNW) wealth is invested offshore for tax reasons, while 24.1% derives from HNW individuals seeking access to a greater range of investment options, according to financial services research and insight firm Verdict Financial. The company’s latest report … Read more
ROCKVILLE, MARYLAND – (November 30, 2015) – Each year, tax season is one of the times that people around the nation dread the most. Having to file the return, paying in, and the stress of it all can leave people feeling the pinch. In fact, most people don’t take action about their tax bill until … Read more
New York, August 12, 2015 – Zurich North America has revised its liability policy for investment advisers, mutual fund and hedge managers following a rise in regulatory risk prompted by new investigative approaches used by the SEC. In 2014, the Securities and Exchanges Commission (SEC) filed a record 755 enforcement actions , obtained orders totaling … Read more
4 Considerations When Planning Your Future With An Advisor When you think of what matters most to you and your family, there’s nothing more important than health and well-being, says Kirk Cassidy, a Registered Investment Advisor (RIA) who emphasizes the importance of the holistic approach to personal finances. “ ‘Holistic’ usually has the medical connotation … Read more
The New Dawn is Government Enforced Disclosure Globally for Money Managers: Monetary disclosure means that multinational employers who used a Trust structure labeled as a Retirement Plan are now recognized by the IRS as non compliant and their U.S. employees are subject to back taxes, late filing fees and tax penalties. Old methods of offshore … Read more
Jersey has climbed two places, retained its position as the highest rated offshore international finance centre and enhanced its global reputation, according to the latest Global Financial Centres Index (GFCI) released on Monday 26th September 2011. Overall, Jersey is placed 21st in the competitive rankings, which are published every six months, ahead of Guernsey in … Read more
During a Wealth Management Summit being held this week in Boston, Singapore and Geneva, private banking executives provided some investment tips. Jennifer Tay, Citi Private Bank, Asia-Pacific Head of Portfolio Counselling “We tell clients, markets are not going to stay down forever. There will come a time when you have very decent recovery and typically … Read more