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Latest News

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People Moves - July 10, 2020

HarbourVest Reshuffles Leadership To Capture Growth

The firm has appointed a new CFO; the current holder of that role focuses on client and fund accounting, treasury and capital markets. As a result of its growth and complexity, the business has adjusted its mode...

Comment and Analysis

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Compliance - July 3, 2020

WEALTH TALK: Focus On smartKYC

The know-your-client disciplines that wealth managers must adopt throw up a variety of challenges around data and handling of information. We talk to the firm smartKYC about its insights on this crucial area. ...

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Family Business Insights - June 30, 2020

WEALTH TALK: The Powerful, Untold Story Of Employee Ownership

Employee share-ownership structures, encouraged by tax and regulations in the US, are nevertheless not as widely appreciated as tools for handling business transfer and succession as they should be. An advocate ...

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Wealth Strategies - June 29, 2020

Distressed Credit Can Shine, But Beware Risks

A large supply of public and private companies in distressed and default situations should emerge over the next year or so. The question, however, is what are the risks of these types of investments and how shou...

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Strategy - June 23, 2020

How, When Do Wealth Managers Return To Offices?

A big question that businesses of all kinds face right now is when is the right time to return to an office, particularly if there can be legal consequences from such a step and subsequently hitting a problem ca...