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Eureka Financial launches new edition of popular Family Office & Wealth Management Programme

Posted on by aldopuch

Press Release: 27 Oct 2015, London The world leader in business and finance professional training courses has announced the launch of the latest edition of its popular Family Office and Wealth Management programme. Eureka Financial, a world leader in business … Continue reading

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FATCA – 6 basic concepts you need to know

Posted on by aldopuch

By Stanley Epstein, Eureka Financial The United Sates’ Foreign Account Tax Compliance Act (FATCA) was written into law in March 2010 and became operative on 1 July 2014. The objective of the legislation was to ensure that United States taxpayers … Continue reading

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The real cost of FATCA implementation

Posted on by aldopuch

By: International Adviser FATCA was implemented worldwide at the beginning of this month, but the impact (and costs) are only now just beginning to filter through to the financial services community. (…) The UK Government estimates it will cost UK … Continue reading

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Are you ready for FATCA?

Posted on by aldopuch

  FATCA came into effect on 1st of July requiring foreign banks to report their offshore accounts. To facilitate an orderly transition the United States IRS will refrain from rigorously enforcing many of the requirements during 2014 & 2015, as … Continue reading

Posted in Banking Operations, Banking Regulations, FATCA, Operational Risk Management, Payments, Private Banking, Regulation, Training London, Wealth Management | Tagged , , , , , , | Leave a comment

New buying patterns amongst the Middle Eastern HNWIs

Posted on by aldopuch

By: AMEInfo The Middle East luxury industry is witnessing a shift in buying patterns of ultra-high-net-worth individuals (UHNWIs), says Erwin Bamps, chief operating officer at Gulf Craft, while speaking the arab luxury world conference that took place in the first … Continue reading

Posted in Family Office, Private Banking, Training Dubai, Training London, UAE, Wealth Management | Tagged , , | Leave a comment

The evolving position of the Investment Performance Measurement

Posted on by aldopuch

By: Bill Humphreys The role and position of Performance Measurement in the Asset Management In many asset management businesses Performance Measurement (and attribution) has been hidden in the middle or back office departments and isolated from the investment process itself. … Continue reading

Posted in Fund Management, Investment Performance Measurement, Investments, Portfolio Management, Private Banking, Training London | Tagged , , | Leave a comment

Switzerland moving towards tax transparency

Posted on by aldopuch

By FT.com Switzerland, one of the world’s largest offshore financial centres, has agreed to exchange tax information automatically with other countries, in a significant breakthrough in the international crackdown on evasion (…). The move is a big step forward for … Continue reading

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Top 10 HNWIs in Africa

Posted on by aldopuch

By: Wealth-X The wealthiest man in Africa is Nigeria’s Aliko Mohammed Dangote, a self-made business tycoon with a personal fortune of US$17 billion. He leads the Wealth-X list of Africa’s wealthiest individuals, which is primarily dominated by South Africans and … Continue reading

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How to create a successful family office?

Posted on by aldopuch

By Bill Humphreys, Eureka Financial We are often asked the question “How do you create a successful family office?” This is a complex, multi-dimensional issue that cannot be fully addressed or “solved” in a short article but I will outline … Continue reading

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Top 3 motivations for setting up a single-family office

Posted on by aldopuch

According to Forbes single-family offices are booming. Many of the super-rich from the likes of tech entrepreneurs and hedge fund managers to ultra-wealthy inheritors and successful business owners are all establishing single-family offices. There are many reasons for them to … Continue reading

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