Standardized tax recovery processes often miss non-routine events, such as spin-offs. The Vivendi case highlights why fund managers should actively review all forms of cross-border withholding tax exposure. Corporate actions often carry tax implications …

Degroof Petercam Asset Services (DPAS), a key service provider to Luxembourg’s fund industry, will change its name on 1 June. The rebranding follows the acquisition of Belgian financial group Degroof Petercam by the French firm Indosuez, part of Crédit …

The financial world has little use for averages. Concepts like extrapolation, correlation, and diversification, according to Nassim Nicholas Taleb, are not only misleading but dangerous. At best, they lead to lower-than-possible returns. “Modern portfolio …

ABN Amro is raising the entry threshold for private banking in the Netherlands from 500,000 to 1 million euros as of 1 June. In Belgium, the Dutch bank is rebranding its private banking arm under the MeesPierson label, part of a broader ambition to become …

There are moments when I wonder whether the whole world has gone mad, or whether I’m just getting old and bitter. I’m no defense specialist, but for years I’ve questioned whether we’re taking enough responsibility for our own security. More specifically, …

Southern Europe is rapidly emerging as a serious contender for global wealth, as high-net-worth individuals from the United States increasingly explore residency-lined investment options. The institutions that serve them already are positioning. Milan …

In a landmark judgment with international resonance, a Luxembourg district court has, for the first time, convicted a domestic bank of money laundering, ordering the confiscation of 25 million euro from Edmond de Rothschild (Europe) S.A. for its role in …

Moody’s, the last of the major credit rating agencies to do so, has stripped the United States of its triple-A status. Old news, then? I wouldn’t go that far, given the timing of the decision. While not much may appear to be happening on the surface, …

Wealth managers enjoy exceptionally high levels of client satisfaction worldwide, yet nearly one-third of those clients are considering switching providers in the coming years. More specialized service providers are emerging as the preferred alternative. …

From January through April 2025, the Morningstar Emerging Markets Corporate Bond (10 percent China Capped) index returned negative 6.9 percent as emerging-markets corporate debt faced significant headwinds in March and April amidst Donald Trump’s tariff …

WTax: Vivendi case shows it pays to watch your tax exposure

DPAS name disappears as Indosuez rebrands fund services unit

For Nassim Taleb, averages are utterly meaningless

ABN Amro doubles private banking threshold in the Netherlands, repositions in Belgium

More defense spending, fewer rules

Wealth migration fuels Milan’s rise as investment launchpad

Edmond de Rothschild convicted of money laundering, fined €25 mln

Chart of the week: and then there were nine

Wealth management clients are satisfied but seek specialization

Morningstar: Loomis Sayles versus Ninety One in global emerging markets corporate bonds