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Funds & Funds Services

Top 10 Resolutions for Wealth and Asset Management Leaders in 2025

As 2025 unfolds, wealth and asset managers must evolve amid continued uncertainty, client demand shifts, and technology disruption. Building on 2024’s lessons, here are the top priorities for leaders to stay competitive: 1. Sharpen Brand Value and Culture Firms must align brand identity with core values to win client trust

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Promoting Financial Integrity and Operational Efficiency

President Donald J. Trump has signed an Executive Order aimed at strengthening financial integrity, transparency, and efficiency across the Federal Government. The directive empowers the Department of the Treasury to enhance its capacity to detect fraud, monitor financial transactions, and oversee government disbursements more effectively. Under the Executive Order, all

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Unlocking Portugal’s Golden Visa with Your IRA: A Smart Investment Strategy

For American investors seeking both global diversification and a pathway to European residency, leveraging an Individual Retirement Account (IRA) to invest in a Portugal Golden Visa-eligible fund presents a compelling opportunity. While many investors assume international investments are complex or restricted within retirement accounts, a Self-Directed IRA (SDIRA) allows access

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Chinese Funds Ease Subscription Caps Following Global Market Turmoil

HONG KONG, August 8 — In response to the recent sharp decline in global equity markets, several Chinese funds investing in international securities have relaxed their subscription restrictions. According to recent announcements, at least five funds part of the Qualified Domestic Institutional Investor (QDII) program are now allowing larger investments

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RBI Expands Overseas Investment Framework for Indian Investors

The Reserve Bank of India (RBI) has recently broadened the scope for Indian companies and individuals seeking to invest in offshore funds, marking a significant policy shift. The updated regulations now permit investments in various instruments and fund structures such as limited partnerships, LLCs, VCCs, companies, or trusts. Previously, the

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