Julius Baer CEO: Buy Of Wealth Unit May Positively Affect US Tax Talks
August 13 2012 - 4:59AM
Dow Jones News
Talks with U.S. authorities to settle allegations that Julius
Baer Group AG (BAER.VX) helped Americans evade taxes won't be
directly affected by the purchase of Merrill Lynch's wealth
management business from Bank of America Corp. (BAC), but the Swiss
bank's chief executive hopes that any impact would be positive.
"We have a very good collaboration with U.S. authorities on
finding a settlement, but the goal is still finding a government to
government solution," Boris Collardi said Monday, when detailing
the purchase of Merrill Lynch's wealth management business based
outside the U.S. from Bank of America for around $900 million.
The deal "for sure" won't have a negative effect on these talks,
Collardi said. He added that he hopes it may even have a positive
impact.
Julius Baer Group said earlier this year it expects to pay a
fine as a result of a U.S. campaign to track down Americans with
assets hidden overseas.
The Swiss government has been negotiating a settlement covering
all Swiss banks that may have helped Americans evade taxes. But
Bern and Washington have been wrangling over details such as the
size of any fine and an agreement to hand over thousands of names
of secret account holders. In the absence of an agreement, U.S.
authorities have started to target individual banks, including
Julius Baer.
Write to anita.greil@dowjones.com
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