IQ-EQ

We’re proud to announce the publication of our 2024 Sustainability Report, which showcases our commitment and actions towards creating a more sustainable future for our people, our clients and our communities globally. In this report, you’ll learn more about our sustainability performance, as well as our goals and strategies guiding us on our sustainability journey. https://lnkd.in/eZzqCqHg   To give you a glimpse of what's inside, we’ve created a promotional video that highlights some of the key themes and initiatives for 2024. We invite you to read our report and welcome your feedback and suggestions. Together we can make a difference. #iqeq #sustainability #report Chris Marsden Mark Harland Emma-Rose Manase Alison Duffy

Last week, we had the privilege to partner with iCapital for an inspiring event: iCapital & IQ-EQ Engage | Paris 2024. The event kicked off with an insightful conversation featuring iCapital’s Marco Bizzozero, Head of International and Member of the Executive Committee and Julia Lundström, Senior Vice President of Client Solutions EMEA. They delved into the evolving role of private markets within the Wealth Management industry, providing a fresh perspective on this dynamic landscape. Following this, we hosted a panel discussion on "Unlisted Assets in Life Insurance: What are the Challenges and How Can Individual Client Portfolios Benefit?", modetared by Femy Mouftaou, Head of Fund Strategy for Continental Europe at IQ-EQ and featuring Claire Soulairac-Mattera, Directrice de la Clientèle Patrimoniale France at CNP Assurances; Erwan Paugam, Head of Private Wealth Solutions & Managing Director at Ardian; Vincent DUGELAY, Directeur du Département Investment Solutions at Banque Transatlantique; and Florent Trichet, Managing Director, Head of Origination FraBenelux at Blackstone Credit. Thank you to iCapital and particularly to Jocelyn Pidoux for the opportunity to be part of such a remarkable event. Our thanks also go to our distinguished panelists for sharing their invaluable insight on this vibrant topic. Lastly, thank you to all the guests who contributed to the resounding success of this event. #oneiqeq #iCapital #Paris #AssetManagement #LifeInsurance Sophie Hubert Laetitia CORTICCHIATO Bertrand d'Anselme Romain Mifsud

Get up to speed with the regulatory compliance developments from the Asia Pacific region. Our monthly newsletter summarizes key regional updates on the financial services industry. This edition includes the updated Money Laundering National Risk Assessment as part of MAS' efforts in strengthening the anti-money laundering measures in Singapore. Meanwhile, in India the RBI published "Statement on Developmental and Regulatory Policies", which outlined various developmental policy measures, including the creation of a digital payments intelligence platform to combat payments fraud. Philippa Allen, Yishan Lee, Neil Synnott, YUBING WU, Catherine Law, Sukanya Lal, Sudip Baniya To read all regulatory updates and enforcement actions across the Asia Pacific region for June 2024, please click here. https://ow.ly/r40t50SETcj #iqeq #insights #development #apac #regulatorycompliance #investorservices #newsletter

Earlier this summer, U.S. team members Ryan K. Dalton and Lauren Thoms visited our compliance team in India for a few days of team building, complete with an afternoon game of cricket! "It was wonderful visiting and working with our exceptional compliance team in India. They are an outstanding group and we are very grateful for their excellent work!” -Ryan Dalton #oneiqeq #india #globalfootprint #compliance

Switzerland is renowned for its excellence in wealth management and stands as a global leader in providing tailored financial solutions. Discover our latest Family Office factsheet focused on Switzerland, with its comprehensive suite of services, dedicated to help families find tailored financial solutions through IQ-EQ’s expert guidance and innovative strategies.  Learn more about how we can support your wealth management journey with our full suite of service here: https://lnkd.in/eAwJMy8f #oneiqeq #familyoffice #Switzerland #fund #trusts #assetmanagement Patrik Marti Frederique Meyer Inga Nitsche Romain Mifsud Florent Michel Michel Marechal Ilias Georgopoulos Alex Dean

We were delighted to be one of the sponsors of Les Rencontres Restructuration & Financement event, organised by Option Finance on 20th June at the Salons de l’Hôtel des Arts et Métiers in Paris. As part of this participation, our Head of Fiducies, Eléonore Delplanque de Mandelot, intervened during the panel discussion “Fiducie: A constantly developing mechanism”. Throughout this insightful discussion, we explored how Fiducie can be used as an efficient and attractive guarantee in financing and restructuring transactions, providing significant benefits for both creditors and debtors. Whether to secure debts, facilitate real estate transactions or support M&A transactions, the fiducie proves to be a powerful and versatile tool. A huge thank you to our moderator Sarah Bros from Université Paris Dauphine and the other panelists Vincent Doumergue from Comité Interministériel de Restructuration Industrielle (CIRI) and Alexae Fournier - de Faÿ from Jeantet for this dynamic and stimulating discussion. #oneiqeq #Fiducie #Financing #Restructuring #OptionFinance #Restructuring24 #Trust Antoine Triffault Moreau Sofiann Khan Damian Genton Nicolas Chaney

We’re proud to announce the publication of our 2024 Sustainability Report, which showcases our commitment and actions towards creating a more sustainable future for our people, our clients and our communities globally. In this report, you’ll learn more about our sustainability performance, as well as our goals and strategies guiding us on our sustainability journey. https://lnkd.in/eZzqCqHg   To give you a glimpse of what's inside, we’ve created a promotional video that highlights some of the key themes and initiatives for 2024. We invite you to read our report and welcome your feedback and suggestions. Together we can make a difference. #iqeq #sustainability #report Chris Marsden Mark Harland Emma-Rose Manase Alison Duffy

With a new Government in place, it’s likely that there’ll be significant changes to non-domicile rules which, depending on the timing of the Autumn Budget, could come into effect in April 2025. If implemented, these changes will mark the end of domicile as a tax concept. Mirek Gruna explores why now is the time to make some simple but considered steps to minimise the potential impacts of the changes to your personal and offshore position. https://ow.ly/ltFb50SBeUS #oneiqeq #domiciles #tax #familyoffice

How do you know if you’re making a difference? Discover the impact of our progress in our 2024 sustainability report, launching tomorrow. #oneiqeq #sustainability #report Chris Marsden Mark Harland Emma-Rose Manase Alison Duffy

Our IQ-EQ Outside Challenge continues this summer for our U.S. team! From family vacations to friendly games of cricket with colleagues, our team has been getting outside and enjoying plenty of summer fun. Check out these photos shared by some of our team to showcase what they were up to in June. #oneiqeq #chess #iqeqoutside #usa Jackie H. Rachel Grose Elizabeth Rich Talia Brandt Katelyn Zeno Kellie Seymour Harsh Bhandari Corey Borer Megan Hearne