Waverton
PEOPLE MOVES: Waverton IM, Brooks Macdonald, Cazenove Capital
CEO named at investment manager, while wealth firm announces two promotions and a departure
DFM makes strides in IFA space with London acquisition
As Fairstone Group completes its eighth M&A deal of the year
PRODUCT WRAP: Royal London, CPR AM, Hawksmoor
Multi-asset funds high on retail agenda and Amundi subsidiary’s thematic fund to tackle global warming
Waverton IM opens real assets fund in UK and Jersey
The team will invest in property, infrastructure, asset finance, commodities and specialist lending
Best Practice | 24 Jan 18
Advisers must be aware of the complexities US clients face
American citizens living outside the US often have their financial lives made more complex by local advisers who do not appreciate their need for joined up advice to avoid negative tax treatment by US or local authorities.