M and A
14 March 2025

North American Wealth M&A Increased In 2024 – Sector Is Weathering Volatility

Foreign buyers, including those linked to sovereign wealth funds, were among the players in the...

Compliance
17 July 2024

Why Investment Structure Unlocks Effective Fundraising Overseas

Product characterisation, so the author of this article argues, is vital in a money-raising...

Tax
11 July 2024

Lift Reporting Rule On US Expats' Foreign Pensions – American Citizens Abroad

This story is another example of how the worldwide nature of US taxation means that expats are...

Asset Management
6 December 2023

Western Hedge Fund Houses In China Shed Jobs Amid Chilly Markets – Report

While China has widened capital markets access to foreign players in recent years, the story might...

Compliance
6 December 2023

Pictet Admits Helping US Clients Hide Income, Assets; Reaches DPA

The private banking group said it has cooperated extensively with US authorities. In the period...

People Moves
4 December 2023

International Law Firm Opens Rome Office, Expands EU Footprint

Part of the firm's mission in Italy is gaining access to government institutions that are important...

Offshore
11 October 2023

HNW Visas, Foreign Residency Remain Popular Despite Headwinds, Advisors Say

Although some governments have suspended or closed so-called "golden visas," there remains plenty...

Technology
7 September 2023

Empowering Smaller Wealth Managers – The Power Of "The Cloud"

We talk to a firm with strong views about the "democratising" power of cloud-hosted...

Legal
4 July 2023

UK Widens Ban On Legal Advice To Russian-Linked Business Deals

The UK's top foreign minister added, however, that the measures don't mean that Russian nationals...

ESG
9 June 2023

Focus On Investment Opportunities In Africa's Green Economy

As investment steps up in Africa, Tarek Zouari, managing partner and founder of Exco Tunisia, a...