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  • Article

    Focus - Financial Instruments In Contemporary Wealth: Carried Interest

    Carried interest constitutes a performance-sharing mechanism whose legal qualification, holding arrangements, and transfer conditions raise specific wealth management and tax issues.
    FranceWealth Management
    Mayer Brown
    Mayer Brown
  • Article

    Mutual Funds and Unit Trusts

    FranceAntitrust/Competition Law
    SG Archibald Andersen
    SG Archibald Andersen
  • Article

    Regulatory Watch – Asset Management Q2 2019

    In this edition of Regulatory Watch, the experts in Duff & Phelps' Paris Compliance and Regulatory Consulting team.
    GlobalWealth Management
    Duff and Phelps
    Duff and Phelps
  • Article

    Impôt sur la fortune immobilière : les risques de contrôle fiscal

    Dans une interview pour le Particulier, Nicolas Palos, avocat associé du cabinet expert en Droit Patrimonial, revient sur les différents risques de contrôle fiscal en...
    FranceWealth Management
    Cornet Vincent Segurel
    Cornet Vincent Segurel
  • Article

    Navigating The French Decree On “Autres FIA”: New Prohibitions For Life Insurance And Retirement Savings Plans

    The publication of Decree No. 2026‑341 of April 30, 2026 marks a decisive shift in the regulatory treatment of French so-called “Autres FIA” (or “other alternative investment funds”...
    FranceInsurance
    A&O Shearman
    A&O Shearman
  • Article

    Regulatory Watch – Asset Management Q3

    In this edition of Regulatory Watch, the experts in Duff & Phelps' Paris Compliance and Regulatory Consulting team, provide a detailed synopsis of the latest news and publications issued by France's Autorité des marchés financiers ...
    FranceWealth Management
    Duff and Phelps
    Duff and Phelps
  • Article

    AMF Reforms Premarketing Rules To Draw Investment Funds To France

    The AMF, France's stock market regulator, recently released a report produced in partnership with the French AFG with the view to facilitate the development at the international level of those asset...
    FranceCorporate/Commercial Law
    Herbert Smith Freehills Kramer LLP
    Herbert Smith Freehills Kramer LLP
  • Article

    Financial Update France September 2026

    As France transitions from a challenging summer marked by devastating wildfires into autumn, residents face important financial updates including revised tax payment schedules and increased savings account interest rates. This comprehensive financial update covers everything from Prufund investment performance and market resilience to government energy-efficiency funding changes, providing essential guidance for expatriates and French residents navigating their financial planning
    FranceWealth Management
    Spectrum IFA Group
    Spectrum IFA Group
  • Article

    French Trust Law Reporting Requirements

    Last year France passed legislation which is aimed at taxing assets held through trusts where there is a connection with France.
    FranceWealth Management
    Holland & Knight
    Holland & Knight
  • Article

    Zoom sur le compte courant d'associé débiteur

    Le compte courant d'associé constitue en pratique une avance accordée par les associés à la société, faisant d'eux les créanciers de celle-ci.
    FranceCorporate/Commercial Law
    Bignon Lebray
    Bignon Lebray
  • Article

    The Cour De Cassation Delivers A Major Judgment Regarding Active Holding Companies Of Groups

    After many years of uncertainty and misunderstanding by taxpayers and legal professionals, the question as to whether a single minority…
    FranceCorporate/Commercial Law
    Andersen Tax & Legal - STC Partners
    Andersen Tax & Legal - STC Partners
  • Article

    Changes To The Asset Management Framework In France

    Ordinance No. 2017-1432 dated Oct. 4, 2017 (the Ordinance), together with its two implementing decrees dated Nov. 19, 2018, is bringing significant changes to the French legal framework for asset management and direct lending.
    FranceWealth Management
    Herbert Smith Freehills Kramer LLP
    Herbert Smith Freehills Kramer LLP
  • Article

    Regulatory Watch: Asset Management Q4 - 2018

    In this edition of Regulatory Watch, the experts in Duff & Phelps' Paris Compliance and Regulatory Consulting team, provide a detailed synopsis of the latest news and publications issued by France's Autorité des marchés financiers ...
    FranceWealth Management
    Duff and Phelps
    Duff and Phelps
  • Article

    IP Transfer Best Practices: What To Do If A Change In IP Ownership Hasn't Been Managed Immediately

    Have you recently been involved in a transaction resulting in a change in IP ownership? Has this IP transfer been registered with national IP offices to render it legally watertight?
    GlobalIntellectual Property
    Questel
    Questel
  • Article

    France Imposes New Regulatory Regime On Digital Asset Service Providers Seeking To Access The French Market

    On Feb. 28, 2023, the French Parliament passed new legislation that modifies the regulatory framework applicable to digital asset service providers based in France, or that provide services in France.
    FranceTechnology
    Herbert Smith Freehills Kramer LLP
    Herbert Smith Freehills Kramer LLP
  • Article

    Les sanctions de l'AMF atteignent un nouveau record en 2023

    En 2023, l'Autorité des marchés financiers (AMF) a battu un record en infligeant un montant total de 127,94 millions d'euros d'amendes.
    FranceWealth Management
    Haas Avocats
    Haas Avocats
  • Video

    The Intelligence Question (Video)

    Artificial intelligence is transforming financial advisory services at unprecedented speed, raising critical questions about the balance between technological capability and human judgment. While AI excels at processing information and finding patterns, it fundamentally lacks the contextual understanding and judgment that experienced advisers bring to complex financial situations. The challenge for modern financial professionals is not whether to adopt AI, but how to leverage it effectively while maintainin
    FranceWealth Management
    Spectrum IFA Group
    Spectrum IFA Group
  • Article

    Volatilité des titres, actifs stratégiques et investissements étrangers

    La Commission européenne encourage les États membres à contrôler les investissements directs étrangers alors que des entreprises stratégiques sont fragilisées par la baisse des cours de leurs...
    FranceGovernment, Public Sector
    August Debouzy
    August Debouzy
  • Article

    Bienvenue En Grande Bretagne: Cameron Rolls Out The Red Carpet To Wealthy French Neighbours

    Following Mr Hollande’s successful campaign earlier this summer to become France’s first socialist president in 17 years, it looks like the UK might end up being the beneficiary of his new tax proposals.
    FranceTax
    Wedlake Bell LLP
    Wedlake Bell LLP
  • Article

    French Tax Obligations Relating To Trusts

    French trust legislation has been in effect for 10 years, during which time some early uncertainties about its application have been resolved.
    FranceWealth Management
    Herbert Smith Freehills Kramer LLP
    Herbert Smith Freehills Kramer LLP

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