2020 has been a year of significant turbulence for investors. Many factors have caused shifts in the global investment landscape, including: the Covid-19 pandemic; the drop in oil prices below zero; Brexit; the US elections....

Practical guidance on using best practices and technology to streamline your KYC & CDD processes Know your Customer (KYC) & Client Due Diligence (CDD) are at the heart of financial crime risk management within the financial services industry. Regulators are increasingly focused on the...

Investment business is a tricky business to be in right now. With many factors causing uncertainty, including the pandemic, the US presidency change, Brexit and climate change, it is essential that investment management professionals fully appreciate the rapidly evolving investment landscape. ...

Financial services marketing in times of turbulence: 2020 has been a turbulent time for the financial services sector. With Brexit casting uncertainty in the financial services sector, the global pandemic causing recessions and unprecedented change in workforce operations, and the continued digital...

Brexit is one of the most momentous political events in a generation and has significant implications for the Crown Dependencies. This event will explore the impact of Brexit on Jersey and the possible short-term and long-term impact of this seismic event on the financial services industry....

Taxation issues are at the heart of global politics and economics. This highly topical event will examine key challenges facing financial services professionals both today and in the future....

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This event covers a broad range of developments in auditing and assurance, from the impacts of Brexit and Covid-19 to more practical areas such as climate-related disclosures, ISA 315 and the impact of GDPR on auditors and accountants. ...

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The global pandemic, the drop in oil prices below zero, Brexit, the US elections… 2020 was a year of significant turbulence and change! As a result of this, families are having to adapt their strategies in order to prevail. More than ever, the role of family offices needs to be focused on ensuring...