Latin America
Spanish planners to be able to advise in Mexico
Move follows mutual recognition of certifications between the two countries
Panama Papers net $1.2bn for tax authorities
Data leak was described as the ‘biggest ever blow’ to the offshore world
PEOPLE MOVES: Standard Life Aberdeen, Julius Baer, Merian
CEO structure change at UK investment firm, as wealth manager bolsters Latin America offering
Financial planning still a male-dominated family matter
UBS finds 85% of wealthy women take care of day-to-day expenses while men handle long-term finances
Julius Baer expands operation in Mexico
The Latin America country ‘constitutes a core market in the region’ for the Swiss firm