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

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

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...

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 ...

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

Last year France passed legislation which is aimed at taxing assets held through trusts where there is a connection with 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.

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 ...

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.

Dans une économie de plus en plus globale, les Etats sont évidemment en concurrence pour attirer les investissements étrangers.

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

French trust legislation has been in effect for 10 years, during which time some early uncertainties about its application have been resolved.

Dans un environnement où les conditions de financement sont de plus en plus exigeantes, tant du point de vue des taux que des modalités de financement, les entreprises doivent repenser leur stratégie...

«Personnage le plus important de la fiducie », le fiduciaire a pour mission de gérer tant les intérêts du constituant que ceux du bénéficiaire.