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Latest News

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Trust Estate - November 30, 2020

Translating Private Foundations To Common Law World

There are reasons to be optimistic about transplantating the private foundation to the common law world. As international financial centre law gets more complex, foundations must be a part of the landscape, the ...

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Compliance - November 30, 2020

Trump Reportedly Widens Chinese Firms' Investment Blacklist

The measures - while they may be overturned by a future US President - demonstrate the kind of protectionist pushback against China that has been going on for the past few years. The changes could restrict inves...

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Compliance - November 30, 2020

Compliance Corner: JP Morgan Chase, OCC

The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...

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M and A - November 25, 2020

CI Financial Makes 10th US Wealth Management Acquisition

The transaction is CI Financial's 10th direct US deal this year and when other affiliates are taken into account, its 13th. The agreement is part of a wider M&A phenomenon that is affecting the US registered inv...

Comment and Analysis

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Trust Estate - November 16, 2020

Talking About Wealth: Interview With Jennifer Risher

How can families adjust to making a fortune without bending normal relationships out of shape and retaining drive and ambition, such as with children. This news service talks to Jennifer Risher, author of We Nee...

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Compliance - November 13, 2020

Let Fundraising Begin: SEC Harmonizes Private Offering Regime

Regulations over how private investments can be offered into the market have been adjusted by the Securities and Exchange Commission. The author of this article examines the changes in detail. The detail here is...