Blog Home


Tag Archives: wealth management

← Older posts

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

Posted in Family Office, Private Banking, Wealth Management | Tagged , , | Leave a comment

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

Posted in Banking Regulations, FATCA, Financial Markets, Payments, Private Banking, Regulation, Wealth Management | Tagged , , , , | Leave a comment

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

Posted in Banking Regulations, Financial Markets, Regulation, Wealth Management | 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

Posted in Family Office, Financial Markets, Private Banking, Regulation, Wealth Management | Tagged , , , | Leave a comment

The list of Worlds wealthiest artists

Posted on by aldopuch

By: Wealth-X Damian Hirst leads the list of the world’s wealthiest artists with the net worth of US $350 million according to Wealth-X. With the art world converging on London to behold and buy works from Contemporary Masters at the … Continue reading

Posted in Family Office, Wealth Management | Tagged , | Leave a comment

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

Posted in Family Office, Private Banking, Wealth Management | Tagged , , , | Leave a comment

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

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

Measuring portfolio performance

Posted on by aldopuch

Moneylife surveys Portfolio Management Schemes An Indian financial reporting group, Moneylife, has released an interesting survey into the public’s experience of Portfolio Management Schemes (PMS) a popular portfolio management service in India provided to clients by all major brokerage firms, asset … Continue reading

Posted in Portfolio Management, Wealth Management | Tagged , , | Leave a comment
← Older posts