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Searching Content indexed under Wealth Management by Duff and Phelps ordered by Published Date Descending.
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Regulatory Watch – Asset Management Q2 2019
In this edition of Regulatory Watch, the experts in Duff & Phelps' Paris Compliance and Regulatory Consulting team.
Worldwide
5 Aug 2019
2
Regulatory Watch – Asset Management Q1 2019
The publication also includes general regulatory updates from the United Kingdom, United States and European Union.
Worldwide
10 Jul 2019
3
Documentation Of Capital Asset Management Policies And Procedures
Many transactions take place over the useful lives of capital assets, from initial capital planning and budgeting to ultimate disposal.
United States
8 Jul 2019
4
Coming To Terms With BEAT: Unique Challenges For Asset Managers
The BEAT is in addition to the taxpayer's regular tax liability.
United States
5 Apr 2019
5
Regulatory Watch: Asset Management Q4 - 2018
In this edition of Regulatory Watch, the experts in Duff & Phelps' Paris Compliance and Regulatory Consulting team, provide a detailed synopsis of the latest news and publications issued by France's Autorité des marchés financiers ...
France
15 Mar 2019
6
One-Year Countdown To SM&CR: Key Considerations For Firms
Duff & Phelps has extensive knowledge and experience in advising firms on the transition to the SM&CR.
UK
22 Jan 2019
7
Duff & Phelps Global Enforcement Review
There are signs that a new regulatory enforcement landscape is coming into view.
Worldwide
22 Jan 2019
8
Don't Overpay CGT On Property Disposals
During the Autumn Budget 2018, Her Majesty's Revenue and Customs (HMRC) introduced measures affecting non-UK residents and how they are taxed on the disposal of both commercial and residential UK real estate.
UK
17 Jan 2019
9
Regulatory Watch – Asset Management Q3
In this edition of Regulatory Watch, the experts in Duff & Phelps' Paris Compliance and Regulatory Consulting team, provide a detailed synopsis of the latest news and publications issued by France's Autorité des marchés financiers ...
France
17 Jan 2019
10
Secondary Market Advisory Newsletter – Fall 2018
It is true that the secondaries market in general has experienced rapid growth over the last decade and that European GP-led deals have outpaced U.S. deals.
United States
14 Jan 2019
11
Jurisdictional Enforcement Trends
Any discussion of the regulatory landscape across the globe is complicated by the dominance of U.S. regulators in the statistics.
Worldwide
5 Nov 2018
12
All in It Together
Consequences for regulatory breaches still vary widely between jurisdictions, particularly when it comes to offshore financial centers.
Jersey
1 Nov 2018
13
Secondary Market Advisory Newsletter - July 2018
As many of you may already be experiencing, the ability to transact secondary deals in the U.S. has become much more complicated since the U.S. tax code overhaul.
United States
13 Jul 2018
14
Duff & Phelps Launches The Cost Of Capital Navigator
Estimating cost of capital requires matching risk of the subject business with the appropriate return.
United States
12 Jun 2018
15
Fixed Asset Controls and Reporting: Who's Paying Attention To Your Largest Assets?
In healthcare, as in many capital-intensive industries, fixed assets represent the largest item on the balance sheet.
United States
24 Jul 2017
16
How Do I Attract A High Multiple In The Sale Of My Business?
A common metric used in valuing a business is a multiple of Earnings Before Interest, Taxes, Depreciation and Amortization ("EBIDTA").
Canada
25 May 2012
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