Document signing
Isle of Man signs agreement towards global tax co-operation Fri, 31/10/2014 - 06:15

Isle of Man Treasury Minister Eddie Teare MHK has signed an historic agreement in Berlin placing the island amongst the first group of countries in the world to move to a new global standard for tax information exchange.


OECD rates Gibraltar as ‘largely compliant’ for international tax cooperation

The Global Forum of the OECD has rated Gibraltar ‘largely compliant’ for Transparency and Exchange of Information for Tax Purposes.  »


Michael Wahnich and Guy Jackson join NewSmith

NewSmith Asset Management has appointed Michael Wahnich as head of risk. »


Pagnato Karp teams with Hannah Shaw Grove

HighTower's Pagnato Karp, founded by Paul Pagnato, has formed an exclusive partnership with family office expert Hannah Shaw Grove. »


David Bloom joins Wilmington Trust as MD for wealth advisory

Wilmington Trust has hired David J Bloom as managing director and senior private client advisor in the firm’s wealth advisory division to serve its growing base of high-net-worth clients in the Greater Philadelphia area. »

Latin America

Julius Baer launches ‘Industry Report Latin America’

Julius Baer has launched the first edition of the ‘Industry Report Latin America’, covering wealth creation, wealth management and investment behaviour in Latin America. »


CedarKnight Partners appoints head of operations

CedarKnight Partners has appointed Ranjit Atwal to head its investment management operations across the firm's international business. »


Arrowpoint Partners appoints Minyoung Sohn as portfolio manager

Denver-based hedge fund firm Arrowpoint Partners has appointed Minyoung Sohn as portfolio manager of the Meridian Equity Income Fund. »

Document signing

Ivy High Income Opportunities Fund signs lending agreement with Pershing

Ivy High Income Opportunities Fund has entered into a lending agreement with Pershing, a wholly owned subsidiary of The Bank of New York Mellon Corporation. »


PURE Insurance brings new solutions to California HNWI marketplace

Privilege Underwriters Reciprocal Exchange (PURE), the policyholder-owned property/casualty insurer catering to high net worth individuals and families, has begun to accept new members in California. »

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