Ocorian

Join us online for Bovill Newgate's Regtech Showcase on 12 September. Eoghan Hartigan and Joanne Hui will speak with Yuting Cai and Charles Foo of Cappitech from S&P Global Market Intelligence, about how the upcoming HKMA rewrite will likely impact regulated Hong Kong-based businesses. They’ll also look at some practical examples of what you can do now to ensure readiness for compliance. Register your place here: https://lnkd.in/ehrzw4rF #RegTech #HKMA #OTC #FinancialReporting

#WatchNow: In our recent #ESG webinar, hosted in partnership with Bovill Newgate and Treety, David Nicholls and Abi Reilly discussed the challenges and opportunities of evolving ESG regulations. While the new SFDR labels and increasing alignment are helpful in the longer term, any change in approach requires careful thought – especially for those coming from jurisdictions with less developed ESG standards.

Our #2030Trustee report explores how the trust industry has evolved since 2010 and predicted future trends. Yesterday, as part of our ongoing research, our Mauritius team hosted a roundtable with some of our valued trustees 🇲🇺 The discussion covered: 🔎 Involving the next-gen in family investments and shifting towards philanthropy 🌱 The next-gen’s evolving role in family businesses ♻️ Growing emphasis on corporate governance and ESG in wealth management 🛡️ Strengthening board governance and managing family business risks It was a fantastic discussion filled with valuable insights and connections. A big thank you to everyone who made it a success! Devika Bhuwanee, CFA | John Chung | Kenny Curpen | John Félicité, | Antish Maroam | Yannick Fok | Jeffrey Koo, CA, CFA | Akshar Maherally | Sandhya Ramasawmy | Ved Ramnarain | Pooja R. | Caoilfhionn van der Walt

PRESS COVERAGE: In AGBI - Arabian Gulf Business Insight’s article discussing the challenges facing India’s Gift City, Nina Auchoybur, UAE Managing Director, highlights that regulatory delays in approving family offices are driving high net-worth Indians to shift their assets to UAE financial hubs like the Dubai International Financial Centre and Abu Dhabi Global Market 🇦🇪 🔗 Read more of Nina’s insights here: https://lnkd.in/e6FSx6Vc

Alternative fund managers in North America are generally very positive about raising capital in Europe and are keen to capitalise on the ability to open up new investment opportunities. Our new research, however, reveals that many are concerned about what they see as complex levels of regulations in Europe. Thomas Fahl and Ed O’Bree explain why they shouldn’t be put off: https://lnkd.in/evwmYw9r #CapitalRaising #NorthAmericanFundManagers #EuropeanMarkets

Join Bovill Newgate and EV’s Andrew Storey on 16 September as they unpack key findings of the FCA’s retirement income advice review. Learn how to harness the insights from the report to improve your advice processes. Secure your spot now: https://lnkd.in/eEc23wam #FCA #IncomeAdvice #RecordKeeping #FinancialRegulation

Since the MAS repealed its RFMC regime on 1st August 2024, all successful applicants became Licenced Fund Management Companies overnight. With a tight turnaround of 14 days for firms to implement these changes, Bovill Newgate's Billie-Jo Dixon explains why it's worth doing a ‘practice run’ ahead of time: https://lnkd.in/dZdcGFGb #LFMC #MAS #Singapore #FinancialRegulation

Are you confident in the management of your luxury assets? Whether fine art, real estate, yachts, or precious jewellery, these valuable possessions demand specialised care and attention. Originally published in Private Banker International, this Q&A with Tracey Neuman explores the complexities of luxury asset management, succession planning, and the importance of trust and legal structures: https://lnkd.in/dBXbsYSk #LuxuryAssets #SuccessionPlanning

The Dubai International Financial Centre (DIFC) strengthens its position as a global financial hub with new, flexible company structures and expanding criteria for prescribed companies. Leevyn Isabel and Shahida Rajabalee explore the latest regulations here: https://lnkd.in/detqvKvQ #DIFC #PerscribedCompany

Firms are feeling the heat since the FCA’s move to a model of being a data-led regulator in 2020. In this article, Bovill Newgate's Paul Cowland explores the questions the FCA has been asking about data and how the regulator has been using its powers. Read Paul’s insights here: https://lnkd.in/dXqcQ78d #FCA #FinancialRegulation #FinancialCompliance