- Managers of Wealth - Legal - Wealth, private banking and asset management news and opinion

Staying future focused

This paper helps you step through your wealth choices, the 'must do' actions and sets the framework for long-term thinking at a time when you need to make big decisions.

Lisa Bebchick, Julie Jones and Amanda Persaud named to Crain’s New York 2022 Notable Women in Law List

The list, published in Crain’s New York Business, recognizes attorneys who are leaders in their practice areas, have effected change in the legal industry, serve as role models to other attorneys, support their communities, and have worked to promot

Walkers Fundamentals White Paper 2021 – Regional Update: Asia & MENA

Lockdowns have oscillated between full, partial and non-existent.

Trends in Delaware Litigation that will have an Impact in 2022 and Beyond

Delaware Supreme Court establishes a streamlined demand futility test in derivative cases For years, the Delaware Courts used two different tests to analyze demand futility.

World economy set to exceed $100 trillion for the first time next year: Economic wrap

The head of Norway’s wealth fund said that financial markets are set to experience weak returns in the next decade and that inflation is the main hurdle ahead.

Beware of Investment Fraud - How to identify a potential fraud

Giambrone & Partners banking and financial fraud teams are witness to the same strategies that are employed time and time again to deceive novice investors into risking their money.

Communication with members key to early dispute resolution, says UK Pensions Ombudsman

TPO acknowledged in one recent case that although it would be nice to think mistakes never happen, “inevitably they sometimes do”.

Financial Services and Banking News

The proposed revisions would insert a new paragraph, 17.29A, dealing with completion of customer due diligence (CDD) by lenders.

Ashurst highly commended in Chambers and Partners 2022 Asia Pacific rankings

The Chambers and Partners Asia Pacific Guide rankings cover all of our offices in Asia, Australia and Papua New Guinea.

Appleby nominated for Mauritius Business Award

All nominations and voting for the awards were driven by consumers.

Success for A&O at ALB Women in Law Awards 2021

The firm picked up the ‘Diversity and Inclusion Law Firm of the Year’ award, evidence of our ongoing commitment to a culture that embraces diversity, equity and inclusion.

Reasons to Consider International Arbitration in M&A

As the data shows an increase in post-M&A claims, as well as an increase in the value of such claims, the superior enforcement mechanisms for arbitral awards over national court judgments are ever more important.

Corporate Crime Update

Below we provide a brief overview of what is covered in each update.

New Listing Regime for Special Purpose Acquisition Companies (SPACs) in Hong Kong

As an effective safeguard to preclude retail participation, SPAC securities are required to be traded in a minimum board lot size of HKD1 million per lot.

Is your firm ready for the UK’s new prudential regime?

Post-Brexit, the IFPR serves as the UK’s version of the EU’s prudential regime, the Investment Firm Regulation and Directive.

Daily Legal Update

The rules will impact disclosures by standard listed companies and disclosures by asset managers, life insurers and FCA-regulated pension providers and will come into effect from 1 January 2022.

Trusts and ESG - fad or future?

For investors wishing to put their own money where their morals are, the decision to invest in environmental and socially responsible vehicles is straightforward.

Asset Management Horizon Report 2022

Our report explores twelve key regulatory developments, and the challenges and opportunities that they present for the asset management sector in the year to come.

Financial Regulation Horizon Report 2022

These developments, as well as post-Brexit development of the UK’s new regulatory framework and changes arising through the Wholesale Markets Review

Brexit: One year on

The main change is that, for the first time in decades, EU citizens not already living in the UK before this date are now to be treated in the same way as the rest of the world.

Comment, Analysis & Research