Invest Offshore

Category: ETF, Hedge & Mutual Funds

  • Footprint of Luxembourg UCITS

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    Aaron
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    Global Fund Distribution of Luxembourg UCITS ALFI released last week the figures outlining the footprint of Luxembourg domiciled UCITS, showing the volume of assets under management in various markets globally as at December 2015, giving a breakdown in those markets of the percentage of Luxembourg UCITS, other foreign and domestic open-ended funds. According to the…

  • Sustainable, Responsible, Impact (SRI) Investment Industry Awards

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    Aaron
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    SRI SERVICE AWARD WINNER: HEAD OF INVESTMENT FUND FOR LOW-INCOME SOUTH AFRICANS AWARDED SRI INDUSTRY’S MOST HONORED DESIGNATION Responsible Investors and Investment Professionals Select Shared Interest Executive Director, Donna Katzin, as SRI Industry’s Most Influential Leader of 2015 NEW YORK, NY AND COLORADO SPRINGS, CO (November 19, 2015) – Donna Katzin, executive director of Shared…

  • Brazilian wealth seeks Cayman deals in complex environment

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    Aaron
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    (CNS Business): The use of Cayman Islands funds as a Brazilian wealth management tool for high net worth Latin American families was debated last week at the STEP LatAm Conference in Brazil, where kidnapping is a constant worry for the wealthy and demand for outbound investments is fuelled by privacy and security concerns as much…

  • Impact Investing Survey Results

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    Aaron
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    SURVEY: 2 OUT OF 5 FINANCIAL ADVISORS SAY THEY ALREADY OFFER “IMPACT INVESTING” TO CLIENTS, ANOTHER 15 PERCENT PLAN TO DO SO Financial Advisors Agree: Millennials, Women, and College-educated Investors are Top Three Groups Driving the Availability of Impact-Investing Choices COLORADO SPRINGS (October 28, 2015)—“Impact investing” is a hot topic in the financial world today.…

  • Hedge Fund and Private Equity Forum in NYC

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    Aaron
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    Emerging Threats and Trends Facing Fund Managers What’s on the Horizon for Alternative Assets? This hedge fund and private equity forum will take a closer look at the emerging trends facing this industry in the near future. Leaders from the alternative asset space will discuss challenges and trends they are beginning to see, along with…

  • How Hidden Investment Fees Can Upend Your Retirement Goals

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    Aaron
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    Financial Planner Says Investors Need To Understand The Ramifications Saving enough money for retirement can be a tricky proposition even under the best circumstances. But when some of those dollars are being siphoned away by hidden – and perhaps unnecessary – fees, then the path to a secure retirement becomes even more difficult to navigate.…

  • Structuring Limited Partner Ownership Offshore

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    Aaron
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    This Hedge Fund Limited Partners Ownership is the Only Tax Deferred Income on Gains & Accumulations Entity Not Subject to Self-Employment Tax The effect of all these rulings in 2014 demolished common U.S. situs deferred compensation structures for members of a limited partnership (LLC/LLP) which is the reason that this solution is only found in…