Step by Step Guide to Fund Liquidation (Updated June 20, 2019) Step 1 – SUITABILITY: Firstly, the directors of the Company need to agree that the Company is suitable for a voluntary liquidation. To determine suitability, the Directors should satisfy themselves as to whether the Company is solvent. To pass the test for solvency in the…
Investors across the financial landscape are now showing interest in co-investment – but how can it benefit you?
The past year has seen significant shifts in the financial services sector, particularly in light of the introduction of a number of key regulations across various markets. This latest regulatory update will focus on some of the most impactful regulations for asset managers recently released or amended including MiFID II, GDPR, Anti-Money Laundering and the…
The Channel Islands have been re affirmed by the European Union (ECOFIN) as being co-operative jurisdictions with respect to tax good governance.
Pricing It Right: What Every Adviser to a Mutual Fund Startup Should Know about Advisory Fees and Fund Expense Caps
An Overview of Mutual Fund Operating Expenses and Strategies for Advisers to Manage Expenses
Investment advisers may encounter challenges scaling their products or executing certain strategies within an SMA. Advisers may want to consider supplementing their product suite with mutual funds, which don’t have these limitations.
Starting a Mutual Fund: The Board’s Role in Approving an Investment Adviser
Launching a fund can be like buying real estate: The process is relatively straightforward, but there are a number of potential pitfalls that could cost you time and money, and possibly scuttle the deal.
Environmental, Social and Governance – the three core factors for measuring the sustainability, responsibility and ethical impact of an investment: commonly referred to as ESG, and a hot topic for asset managers in 2019.