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Tax and immigration planning and compliance for high net worth individuals - Taxes Committee newsletter article, August 2018
  • Bär & Karrer
  • USA, United Kingdom, Italy
  • December 12 2018

The session focused on four relevant aspects of high net worth (HNW) individuals and their advisers when reviewing relocation options, particularly


Wealth Management Update
  • Proskauer Rose LLP
  • USA
  • December 6 2018

Important federal interest rates continue to rise. The December applicable federal rate ("AFR") for use with a sale to a defective grantor trust


Mainland China briefing
  • Deacons
  • China, Hong Kong
  • October 23 2018

AMAC filing requirements for SFC-licenced corporations providing investment advisory activities


Chinese Authorities Appear to Increase Scrutiny on Marketing of Offshore Wealth Management Products
  • Morgan Lewis
  • China
  • October 22 2018

Under recent Chinese banking regulations, which include the increased regulation of asset and wealth management products, licensed commercial


The Luxembourg SPF: A private wealth management company of choice
  • Ogier
  • Luxembourg
  • September 28 2018

The Luxembourg private wealth management company, governed by the Law of 11 May 2007, is a private wealth management vehicle which enables individuals


The impact of new technologies on the wealth management industry
  • Macfarlanes LLP
  • Global
  • September 7 2018

I was delighted to have had the opportunity to speak on a panel at the Global Leaders Forum yesterday on the impact of new technologies in the wealth


Global Transportation Finance Newsletter - August 2018
  • Vedder Price PC
  • USA
  • August 28 2018

For companies seeking to finance general equipment assets via asset backed securitization (ABS) instruments, risk retention has become an important


Private trusts, foundations and charities in France
  • Arkwood
  • France, Global
  • July 30 2018

A structured guide to Private trusts, foundations and charities in France


Artificial Intelligence in Wealth Management
  • K&L Gates
  • Australia
  • July 10 2018

A recent report by Forbes Insights and Temenos suggests that wealth managers must embrace the development in Artificial Intelligence (AI) technology


Assetwealth management
  • White & Case LLP
  • USA
  • June 28 2018

White & Case partner Gavin Weir shares his predictions for the assetwealth management sector over the next 12-18 months and discusses what has been