The European Securities and Markets Authority (ESMA) has released stringent guidelines that fundamentally restructure the...
Insights
Postrehy
Why UK Pension Qualifications and Experience Should Matter
UK pension qualifications and the relevant experience of the adviser is more important for consumers than the size of the firm.
Benchmarks: The Invisible Risk in Your Portfolio
Most investors view benchmarks as harmless yardsticks for success – indices used to judge whether their portfolio has...
Wealth structures: New EU rules
Investing in real estate structures, family holdings, or utilizing repo operations has been governed by new rules since...
EU reporting: The end of the regulatory jungle?
The European Securities and Markets Authority (ESMA) has issued an interim report delivering a critical assessment of the...
Banks tighten rules for complex wealth structures
The European Banking Authority (EBA) has launched a comprehensive consultation paper, signaling a major overhaul of the...