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Wealth Management Investors

Katten Muchin Rosenman LLP

Privacy, Data and Cybersecurity Quick Clicks | Issue 20

Katten's Privacy, Data and Cybersecurity Quick Clicks is a monthly newsletter highlighting the latest news and legal developments involving privacy, data and cybersecurity issues across the globe....more

Williams Mullen

[Event] 15th Annual Fiduciary Focus - February 23rd, Richmond, VA

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Join us for our 15th Annual Fiduciary Focus! Breakfast and lunch will be provided. Topics Include: - Recent Developments in Wealth Planning - Using Trustee Investment Statements - Strategies to Avoid Fiduciary...more

Conyers

Family Wealth Management with Bermuda Trusts

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Bermuda is a popular and highly regarded jurisdiction for managing the offshore family assets of wealthy, international families due to several favourable characteristics. As a high-quality international financial centre,...more

A&O Shearman

SFC and HKMA’s joint circular on streamlined approach for dealing with sophisticated professional investors (SPIs)

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Wealth managers and advisers, and distributors in relation to non-retail investment products, for example interests in private equity funds or hedge funds, sustainability linked bonds and other private capital related...more

Robins Kaplan LLP

The Robins Kaplan Spotlight, Vol 8 No. 1 - Expecting the Unexpected: Navigating Fiduciary Relationships

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The Spotlight is the result of ongoing collaboration between our national trial practice and estate planning groups, with the goal of providing a forum to discuss the latest news and other issues impacting the trusts and...more

Robins Kaplan LLP

How an Investor Can Lose More Than Just Their Investment

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When evaluating an investment opportunity, a would-be investor’s risk analysis is usually limited to the potential loss of principal and related opportunity costs of the investment. But substantial investments in startups or...more

Seward & Kissel LLP

[Event] Getting a Deal Done: M&A Opportunities for Asset and Wealth Managers - October 26th, New York, NY

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What to expect? The first half of 2022 marked another banner period for asset and wealth management deals, with deal volume up 11% compared to the same period in 2021, according to PWC. And the market for buying and selling...more

White & Case LLP

Sector trends - July 2022: Asset/Wealth Management

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UK & European Financial Services M&A: Sector trends H2 2021 | H1 2022 — Asset/Wealth Management - With over 350 deals in the European AWM sector in 2021, M&A consolidation activity is hotter than it has ever been in the...more

Kaufman & Canoles

When Athletes Transition to Moguls

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In the past few weeks, there have been a handful of news reports regarding active or retired athletes’ off-court business interests, each of which has exhibited a good example of when athletes transition into moguls by...more

White & Case LLP

Financial institutions M&A: Asset/Wealth Management

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Financial institutions M&A sector trends: asset/wealth management — H1 2021 and outlook for H2 2021 - Market consolidation continues at a feverish pace. The UK tops the leader board, notching up 17 noteworthy deals in H1...more

McDermott Will & Emery

[Webinar] Private Client Virtual Forum | CryptoTrustees – Estate Planning & Cryptocurrency - June 17th, 10:00 am - 11:00 am PDT

Join us as we discuss the issues facing trustees and individuals holding cryptocurrency or seeking to invest in cryptocurrency. We will explore the evolving regulatory environment as well as evolving estate planning...more

Bowditch & Dewey

Record Low Interest Rates Let You Have Your Cake and Eat It Too – Life Insurance, Investments & Intra-family Loans

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At this time, unless Congress acts, the current lifetime estate tax exemption amount of $11,580,000 is set to sunset in 2025, which means that in 2026 it will revert to $5,000,000 per person, adjusted for inflation. Many...more

Goodwin

U.S. Federal Agencies Finalize Revisions to Volcker Rule Covered Funds Restrictions

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The five U.S. federal regulatory agencies responsible for implementing the Volcker rule — the Board of Governors of the Federal Reserve System (Federal Reserve), the Office of the Comptroller of the Currency (OCC), the...more

Association of Certified E-Discovery...

[Webinar] ACEDS DC Chapter Meeting: Managing Finances During a Pandemic - June 23rd, 1:00 pm - 2:00 pm ET

Join the ACEDS DC Chapter for "Managing Finances During a Pandemic." Topics to Cover: - Overall market update during the pandemic - How to position your portfolio to better weather the storm - If in job transition,...more

Association of Certified E-Discovery...

[Webinar] ACEDS DC Chapter Meeting: Managing Finances During a Pandemic - May 28th, 12:00 pm ET

Join the ACEDS DC Chapter for "Managing Finances During a Pandemic." Topics to Cover: - Overall market update during the pandemic - How to position your portfolio to better weather the storm - If in job transition,...more

Womble Bond Dickinson

Cornerstone Advisory Q&A with Mike Gill

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Wealth Management had the opportunity to interview Mike Gill, Portfolio Manager, and the investment committee of Cornerstone Advisory....more

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