(c) South Africa Institute of Chartered Accountants. Contact SAICA for permission to reproduce this article., Financial Services

Banks vs the client under FATCA and CRS

By Marelize Loftie-Eaton It is critical for both financial institutions and their clients to treat the requirements of FATCA and the CRS with the respect it commands from a compliance perspective to prevent unnecessary pain with harsh penalties being imposed for non-compliance. Although tax avoidance is legally possible or acceptable, there is a fine line between… Read More Banks vs the client under FATCA and CRS

(c) Institute of Chartered Accountants in England and Wales. Contact ICAEW for permission to reproduce this article., Financial Services

Culture and purpose in financial services

Following the 2008 global financial crisis, the financial services industry has come under intense scrutiny. Firms need to boost trust, create socially responsible products and prevent future financial crises. In its latest publication, Culture and purpose in financial services, the Financial Services Faculty recommends actions that the industry, boards and ICAEW Chartered Accountants should be… Read More Culture and purpose in financial services

(c) Institute of Chartered Accountants in England and Wales. Contact ICAEW for permission to reproduce this article., Financial Services

Culture and purpose in financial services

Following the 2008 global financial crisis, the financial services industry has come under intense scrutiny. Firms need to boost trust, create socially responsible products and prevent future financial crises. In its latest publication, Culture and purpose in financial services, the Financial Services Faculty recommends actions that the industry, boards and ICAEW Chartered Accountants should be… Read More Culture and purpose in financial services

(c) Institute of Chartered Accountants of Scotland. Contact ICAS for permission to reproduce this article., Financial Services

Top role for CA boosts number of women in senior roles

Sue Dawe CA, EY’s Head of Financial Services in Scotland, has joined the accountancy firm’s UK Board. Sue’s appointment means that five of the 10 positions on the Board are now held by women, strengthening the diversity of the firm’s senior leadership.  Here Sue talks to Andy Harbison about her new role and how she… Read More Top role for CA boosts number of women in senior roles

(c) Institute of Chartered Accountants of Scotland. Contact ICAS for permission to reproduce this article., Financial Services

The evolution of hedge fund management

By Andrea Murad Robert McEwan CA, Managing Director at The Blackstone Group, discusses the hedge fund landscape, his role at one of the largest hedge funds in the world and challenges in the industry. Why did you decide to work in the hedge fund industry? I became intrigued by the financial services industry when I… Read More The evolution of hedge fund management

(c) Chartered Accountants Australia and New Zealand. Contact Chartered Accountants Australia and New Zealand for permission to reproduce this article., Financial Services, Stock Market

Ditch hedge funds and go passive

By Ben Hurley Warren Buffett says his winning 10-year bet on a simple index proves investment returns delivered by active investment experts don’t justify their fees. For most of the 21st century, active investment managers have been losing market share in retail investment to cheaper, index-tracking passive managers. The active managers have been under pressure… Read More Ditch hedge funds and go passive