EWM Global

We are proud to be sponsoring and hosting a discussion at the upcoming Private Funds CFO Forum in New York on February 4-5, 2025! Join us as our Chief Advisory Services Officer, Dominic Elias, leads a Peer-to-Peer Carried Interest Workshop focused on innovative strategies for creating effective carried interest programs. Don’t miss this opportunity to network with industry leaders and gain valuable insights! Visit the link in the comments to find out more and to register using our discount code: CFONY25_EWM

Happy New Year from EWM Global! Here’s to a year filled with new opportunities, growth, and success in 2025!

Happy Holidays from everyone at EWM Global! At EWM Global, we strongly believe in the importance of giving back to our community. This holiday season, we are thrilled to announce the continuation of our annual charitable initiative. As a part of our commitment to making a positive impact, this year we have chosen to donate to the Boys & Girls Club of America and Save the Children UK - two organizations dedicated to improving the lives of children worldwide. As the year comes to a close, we want to take a moment to express our heartfelt gratitude to our clients, partners, and employees who have made 2024 an incredible journey.

It was a pleasure to participate in the Kudu Investment Management, LLC. Network Webinar Series, with Dominic Elias and Raoul Kamath sharing insights on best practices in designing Carried Interest plans. A special thank you to Nicholas Platt, Jr. for his expert moderation and to all attendees for an engaging webinar! #carriedinterest #incentiveplans #gpstakes

📢 UK Government Announces Changes in Carried Interest Taxation Following the eagerly awaited Autumn Budget announcement, UK Chancellor Rachel Reeves outlined changes to the taxation of Carried Interest within the UK— adjustments that many in the industry had been anticipating. 1️⃣ Increase in Capital Gains Tax applied to Carried Interest The Chancellor has raised Capital Gains Tax (CGT) rates applied to Carried Interest from 28% to 32%, as of April 2025. 2️⃣ Proposal for Future Reforms Starting in April 2026, the government has outlined a proposal for future reforms that would reclassify Carried Interest as trading profits, thereby subjecting it to income tax, albeit at discounted rate (effective tax rate in the mid-30's), as well as National Insurance Contributions. The government will also consider changes to eligibility criteria. Any changes are subject to consultation. #CarriedInterest #Taxation #UKBudget #UKFinance

Another successful EWM Global round table in the books, this time in Santa Monica! Last week we had the privilege of hosting 15 distinguished CFOs, COOs, and Senior Compensation Professionals, from Private Capital firms based in Los Angeles, for an insightful discussion on the latest trends in carried interest and employee co-investment. A big shout out to Kate Shaughnessy for assisting with the organization of the event, Dave Ludwig for gathering such a knowledgeable group and to Dominic Elias for expertly moderating!

Last week we had the privilege of hosting a dynamic and insightful round table in Santa Monica, where we explored the latest trends and challenges in carried interest and employee co-investment. It was an honor to welcome 15 esteemed CFOs, COOs, and Senior Compensation Professionals from both boutique and large private capital firms across Los Angeles. A big thank you to all those who joined and contributed to the engaging discussions. We look forward to the next event! 📆 We are in the process of finalizing our event schedule for 2025. For new guests, if would like to receive further information, please register your interest using the link provided below. https://lnkd.in/erVTjTuk

Last week, we had the pleasure of attending and sponsoring the SuperReturn CFO/COO Conference in Amsterdam! A big thank you to everyone who stopped by our booth and caught up with our team - Simon Shipgood, Roger Tomlinson, and Freya Russell. Thank you to SuperReturn for hosting another insightful event! #SuperReturn #CFO #COO

Looking forward to attending SuperReturn CFO/COO 2024 in Amsterdam - 30th Sep - 2nd October. Carried Interest continues to be a hot topic for us at EWM Global :- - Who is eligible for carry - The continuing rise of phantom and synthetic carry - Establishing and communicating carry value - The challenges of dealing with leavers - Approaches to co-investment tied to carry structures Please drop by our stand if you are interested in discssusing our plan administration capabilites or advisory services. We look forward to connecting. #EWMGlobal #SuperReturn #CFO #COO

The SuperReturn CFO/COO Conference in Amsterdam is fast approaching! We are thrilled to once again be sponsoring this fantastic event. Our team of Simon Shipgood, Roger Tomlinson and Freya Russell will be at the event. If you are attending and would like to meet, please come and find us at our booth or reach out to them directly. ⏰ 30 September - 2 October 2024 If you haven't yet confirmed your attendance, register using the EWM Global discount code to save 20%: FKR3546EWM #SuperReturn #PrivateCapital