Articles and news from Maitland’s thought leaders.

Intouch

July 2019 edition

July 2019

John Mills, head of Maitland’s Luxembourg office, was recently awarded the Order of Merit of the Grand Duchy of Luxembourg.

July 2019

For the past three years, European-based Maitland staff members have been engaged in a global mentorship programme with Khulisa Social Solutions, a South African non-profit organisation. 

July 2019

Jon Hugill, Group Chief Information Officer, and Hein Gericke, Senior Manager – SA Fund Valuation and Accounting, give an update on robotics process automation (RPA) which Maitland has now extended to hedge fund administration.

July 2019

In June, Maitland hosted its annual summer drinks in London at the Savoy Place Embankment, for an evening of celebration and networking among colleagues and clients, with special guest speaker George Parker, Political Editor of the Financial Times.

July 2019

For a number of years, Maitland has invested in and benefitted from internship programmes. Internships, particularly in a South African context, provide a sustainable long-term solution to unemployed and previously disadvantaged graduates. 

July 2019

Graham Patrick, Senior Client Manager, based in Mauritius, explains why for the tech-savvy investor, Mauritius is an interesting place to watch right now.

July 2019

Cheryl Howard, Managing Director of Maitland Family Office in South Africa, discusses some of the implications for South African families planning overseas studies for their children.

July 2019

Private markets strategies and greater distribution are within reach for fund managers as the AIFM model matures, says Kavitha Ramachandran, Senior Manager, Business Development & Client Management, based in Luxembourg.

July 2019

Peter Walford, Partner, based in Monaco explains that the EU Succession Regulation means that some European countries will have to deal with trusts over local assets much more frequently than in the past.

July 2019

Irma Lategan, Senior Associate based in Cape Town, takes us through the maze of the foreign earnings exemption, and points out that “financial emigration” does not necessarily exempt a taxpayer from paying tax in South Africa.

July 2019

Colin Bird, Partner, based in the Isle of Man, provides an update on the “economic substance” rules brought into being in various offshore financial jurisdictions. He concludes that the most cost-effective, long-term solution may be to consolidate one’s offshore structure to a single credible offshore jurisdiction.

July 2019

Anthea Stephens, Senior Associate, based in Cape Town discusses whether a trust can be a beneficiary of another trust.

Head of Business Development, ManCo Services & PERE

Head of Operations, ManCo Services

Group Chief Information Officer

Head of Global Fund Services

Global Tax Reporting Manager

Maitland is licensed as required for the services it offers. For further information on the licence permissions applicable to your jurisdiction please visit our website at maitlandgroup.com. The content and opinions herein are for information purposes only. They are not intended to constitute legal, financial or other professional advice, and should not be relied upon as such or treated as a substitute for specific advice relevant to particular circumstances. Neither Maitland as a group nor any of its member firms or affiliated entities accepts any responsibility for any errors, omissions or misleading statements in this publication, or for any loss which might arise from reliance on the material. No mention of any organisation, company or individual, whether on these pages or not, shall imply any approval or warranty as to the standing and capability of any such organisations, companies or individuals on the part of Maitland. Before making any decision or taking any action that may affect your finances or your business, you should consult a qualified professional adviser. Please note that, whilst all reasonable care has been taken to ensure the correctness of this publication, the information may not be applicable for all jurisdictions. Read our Data Protection Policies.

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