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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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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

New enhanced solution for FATCA by Thomson Reuters

Posted on by aldopuch

By: Market Watch  Thomson Reuters announced today enhancements to its Foreign Account Tax Compliance Act (FATCA) Grandfathered Obligations (GO) solution to include material modifications flags. The new material modifications feature will help financial institutions, including custodian banks, better determine the … Continue reading

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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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How underperformance affects fund managers behaviour

Posted on by aldopuch

  In the article written by  Greg Richmond and Alistair Byrne, CFA within the Investment Risk and Performance series published by CFA Institute, authors are examining the ways in which fund manager behaviour changes after the experience of a period of … 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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