Mondaq UK: Wealth Management > Wealth & Asset Management
Withers LLP
Withers' Financial Regulatory team has secured victory for their client Andrew Tinney, a former senior banker in a long-running investigation by the Financial Conduct Authority
Herbert Smith Freehills
In the third episode of our Private Wealth and Charities podcast series Richard Norridge and Mark Adair discuss music and law. Mark had a successful career
Hogan Lovells
The Financial Conduct Authority (FCA) has updated its webpage on guidance consultation 19/3 (GC19/3), which seeks views on proposed guidance for firms on the fair treatment of vulnerable
DAC Beachcroft LLP
The concept of housing specifically aimed at older people has many benefits. Improved quality of life and releasing larger
Hewitsons LLP
HMRC opened investigations into almost one in four of the 22,000 estates on which IHT was due in the 2018-2019 tax year, according to a freedom of information request submitted by wealth advisors Quilter.
Ocorian
Infrastructure investing is rapidly maturing. As institutional investors seek risk adjusted returns from their physical and real assets
Dixcart
Recent changes in terms of global tax regulations and increasing international tax transparency are vital to consider when implementing strategies to preserve family wealth
Wrigleys Solicitors
The recent case of FL v MJL [2019] EWCOP 31 looked at the authority of a deputy to make gifts from the surplus income of the person whose funds he manages.
KPMG Luxembourg
This summer I attended the IFRS Foundation Conference in London, looking forward particularly to a session on IFRS 9 Financial Instruments and IFRS 15 Revenue from Contracts with Customers
Herbert Smith Freehills
The second episode of our Private Wealth and Charities podcast series considers some recent decisions from the English courts in respect of out of time claims for reasonable financial provision
Withers LLP
What is the cost of a sophisticated Family Office? Jeremy Arnold discusses how much a liquid assets may be needed and the challenges some families face.
Dentons
Having a Power of Attorney in place means peace of mind in the event of illness or accident leaving you unable to deal with your own affairs, your attorneys have authority to deal with matters on your behalf.
Skadden, Arps, Slate, Meagher & Flom (UK) LLP
Financial Conduct Authority (FCA) officials who were involved in the FCA's first competition decision, Anti-Competitive Conduct in the Asset Management Sector, shared their views on the case at a Skadden-moderated Q&A session on July 2, 2019.
Shepherd and Wedderburn LLP
The Senior Managers and Certification Regime (SMCR) comes into force on 9 December 2019 for all Financial Conduct Authority (FCA)-regulated asset management firms, replacing the old Approved Persons Regime.
Hogan Lovells
The FCA has published the findings of a review into how successfully the SMCR is embedded into the banking sector.
Hewitsons LLP
The trustees of the Glenfinnan Settlement are being sued by Mrs Ashley Dawson-Damer and her two children, Piers and Adelicia, regarding the disposition of the trust's assets.
Hewitsons LLP
In our February update we featured your right to claim LPA refunds, which can be found here. In summary where an LPA was registered between 1 April 2013 and 31 March 2017
Herbert Smith Freehills
The FCA has announced that it will extend the proposed duration of the directions issued under the temporary transitional power to the 31 December 2020.
Dixcart
This edition focuses on the jurisdictions of Cyprus, Greece, Portugal, Switzerland and the UK. Articles include:
Withers LLP
The recent US Federal Reserve Bank's cut to interest rates means that we can expect US private wealth and family offices to increase their exposure to direct real
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Wrigleys Solicitors
The recent case of FL v MJL [2019] EWCOP 31 looked at the authority of a deputy to make gifts from the surplus income of the person whose funds he manages.
GuernseyFinance
As fiduciary professionals, we are operating in a rapidly evolving world of international families and ownership structures; one where international regulation and compliance requirements become increasingly complex just as clients become more global in their outlook.
Giambrone & Partners
The question of inheritance can unwittingly cause rifts and dissension within a family leading to legal challenges and in the worst case, a fractured family.
Herbert Smith Freehills
The second episode of our Private Wealth and Charities podcast series considers some recent decisions from the English courts in respect of out of time claims for reasonable financial provision
Withers LLP
What is the cost of a sophisticated Family Office? Jeremy Arnold discusses how much a liquid assets may be needed and the challenges some families face.
Hewitsons LLP
The trustees of the Glenfinnan Settlement are being sued by Mrs Ashley Dawson-Damer and her two children, Piers and Adelicia, regarding the disposition of the trust's assets.
Dentons
Having a Power of Attorney in place means peace of mind in the event of illness or accident leaving you unable to deal with your own affairs, your attorneys have authority to deal with matters on your behalf.
Shepherd and Wedderburn LLP
The Senior Managers and Certification Regime (SMCR) comes into force on 9 December 2019 for all Financial Conduct Authority (FCA)-regulated asset management firms, replacing the old Approved Persons Regime.
Dixcart
Recent changes in terms of global tax regulations and increasing international tax transparency are vital to consider when implementing strategies to preserve family wealth
Hewitsons LLP
In our February update we featured your right to claim LPA refunds, which can be found here. In summary where an LPA was registered between 1 April 2013 and 31 March 2017
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