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

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 and finance training courses, has launched the latest edition of its popular Family Office and […]

The real cost of FATCA implementation

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 financial institutions up to £1.6bn to implement FATCA in this country, with ongoing costs of […]

Are you ready for FATCA?

  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 long as foreign financial institutions (FFIs) are making a good-faith effort to achieve compliance. This […]

New buying patterns amongst the Middle Eastern HNWIs

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 week of June. UHNWIs are looking for bespoke experiences, but in a family oriented context, […]

New enhanced solution for FATCA by Thomson Reuters

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 FATCA eligibility of financial instruments when and if an underlying debt modification occurs and changes […]

Switzerland moving towards tax transparency

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 governments that have mounted a concerted attack on evasion in the wake of the global […]

The list of Worlds wealthiest artists

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 annual Frieze Art Festival, Wealth-X today released a list of the top 5 wealthiest artists. […]

Top 10 HNWIs in Africa

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 Egyptians. With a combined fortune of US$73.2 billion, these 10 individuals account for 0.4 percent […]

How to create a successful family office?

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 some of the key considerations. Defining family success and values First of all it is […]

Measuring portfolio performance

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 management companies and independent experts.  The survey was carried out on the back of a […]

We are using cookies on our website

Please confirm, if you accept our tracking cookies. You can also decline the tracking, so you can continue to visit our website without any data sent to third party services.