The Alternative Investment Management Association (AIMA) – the global hedge fund industry association – has urged European Union policymakers to push ahead with reforms of over-the-counter (OTC) derivatives, saying that the benefits will outweigh increased costs. (more…)
On 22 August 2010, In Alternative Investments, Family Office and Wealth Management, Hedge Funds, By staff
On 5 August 2010, In Alternative Investments, Business Opportunities - Global Investments, Family Office and Wealth Management, By staff
Seven jurisdictions (Andorra, The Principality of Liechtenstein, Liberia, The Principality of Monaco, The Republic of the Marshall Islands, The Republic of Nauru and The Republic of Vanuatu) did not make commitments to transparency and exchange of information at that time and were identified in April 2002 by the OECD’s Committee on Fiscal Affairs as unco-operative tax havens. All of these jurisdictions subsequently made commitments and were removed from the list of unco-operative tax havens. Nauru and Vanuatu made their commitments in 2003 and Liberia and the Marshall Islands in 2007.
In May 2009, the Committee on Fiscal Affairs decided to remove all three remaining jurisdictions (Andorra, the Principality of Liechtenstein and the Principality of Monaco) from the list of uncooperative tax havens in the light of their commitments to implement the OECD standards of transparency and effective exchange of information and the timetable they set for the implementation. As a result, no jurisdiction is currently listed as an unco-operative tax haven by the Committee on Fiscal Affairs.
Source: OECD
On 19 July 2010, In Alternative Investments, Art Advisory and Passion Investments, Business Opportunities - Global Investments, FOREX, CFD, and Financial Spreadbetting, Family Office and Wealth Management, Hedge Funds, Islamic Finance, Job & Careers, Philantropy, Private Equity, Real Estate and Property, Succession Planning and Family Business, By staff
In this issue:
Volatility Cause by Global Debt Crisis
Global Financial Crisis
Chinese Market
Malta: business opportunities
The certificate in Hedge Fund Regulation
Enhancing portfolio performances
New energy investments in Greece
A call for the birth of an Era of Substainable Finance
A Hebrew American’s Sojourn in the Land of Israel
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On 15 June 2010, In Alternative Investments, Art Advisory and Passion Investments, Business Opportunities - Global Investments, FOREX, CFD, and Financial Spreadbetting, Family Office and Wealth Management, Hedge Funds, Islamic Finance, Job & Careers, Philantropy, Private Equity, Real Estate and Property, Succession Planning and Family Business, By staff
Global investments and business opportunities. Find the best available worldwide. For subcribers of the iai magazine only: http://www.iaireview.org/subscribe/
On 20 May 2010, In Alternative Investments, Family Office and Wealth Management, By staff
Peter Adamson, Eli Broad’s chief investment officer since 2001, has been hired by Oprah Winfrey as she sets up a so-called family office to manage her estimated $2.4bn (€1.96bn) personal fortune, according to a report in The Wall Street Journal.
On 19 May 2010, In Alternative Investments, Family Office and Wealth Management, Private Equity, By staff
Private equity is a hot topic for European family offices, with 57 per cent considering increasing their exposure to private equity this year, according to research by LPEQ, the group of European listed private equity companies. The study of 50 family offices across Europe shows they are looking to access private equity through a wide range of strategies and investment vehicles.
On 29 April 2010, In Alternative Investments, Family Office and Wealth Management, By staff
Huntington National Bank has inaugurated the Huntington Family Office in the Columbus market, which is a continuation of the company’s expansion strategy for its investment services announced in 2009.
On 7 April 2010, In Alternative Investments, Family Office and Wealth Management, Real Estate and Property, By staff
Seats are filling up fast for our upcoming Trusts & Estates Symposium at the University of San Diego. The Symposium will feature three prominent wealth planning attorneys from across the country as our speakers: Richard Oshins, Keith Davis and Diedre Wachbrit Braverman. The Symposium is planned for a half day attendance from 9:30am to 2:00pm with CPE and CFP credits available. (more…)
On 7 April 2010, In Family Office and Wealth Management, Job & Careers, By staff
Breeden Capital Management has appointed Joshua W. Fenton as senior managing director and director of research and trading. Fenton will direct the US-based research team and serve on the investment committees of the firm’s US and European funds.
On 6 April 2010, In Alternative Investments, Family Office and Wealth Management, By staff
UMB Fund Services, Inc, a subsidiary of UMB Financial Corporation, has rebranded its Alternative Investment Services division as JD Clark & Company, a division of UMB Fund Services. UMBFS will keep on using the name UMB Fund Services, Inc for its mutual fund servicing business.
