Mondaq USA: Wealth Management
GuernseyFinance
Mr Betley spoke at the conference on the practical issues surrounding moving trusts onshore and offshore.
GuernseyFinance
There was also a year on year increase of 1.4% in the total number of closed-ended investment funds established in Guernsey.
GuernseyFinance
The primary advantage of forming a closed-ended investment fund is that it is a pool of permanent capital.
GuernseyFinance
Equiom has expanded its presence in Guernsey and entered the US market with the acquisition of trust and corporate services provider Virtus Trust Group.
GuernseyFinance
The quantitative easing measures of the last nine years, in the US, UK and Europe, have grossly inflated asset prices and financed disruptive technologies...
GuernseyFinance
European venture capital firm BioMedPartners has launched its third Guernsey-domiciled fund, BioMedInvest III.
GuernseyFinance
Darwin Group has launched its second Guernsey fund which has successfully raised approximately £100 million in capital at launch.
GuernseyFinance
The total value of private equity business in the international finance centre of Guernsey has surpassed £100 billion for the first time.
GuernseyFinance
Guernsey-headquartered private equity specialist Ipes has been recognised as Fund Administrator of the Year at the 2017 Private Equity Awards.
GuernseyFinance
Guernsey's place as a centre of excellence for fund administration should be well known: a burgeoning sector that's been flourishing for years
GuernseyFinance
Based on its initial findings it formulated a number of views mid-way through last year [2016] that will help to inform its future work.
GuernseyFinance
Guernsey is continuing to take steps to build on its position as a BEPS-compliant jurisdiction.
Ostrow Reisin Berk & Abrams
Diversification is a critical concept when assembling a risk-conscious investment portfolio.
Ward & Smith
Despite recent trends toward consolidation in the agricultural industry, farming generally remains a family affair.
DiGabriele, McNulty, Campanella & Co., LLC
When a business owner begins the succession planning process or finds another need to conduct a valuation they are often surprised to learn there is more than one to determine a company's value.
DiGabriele, McNulty, Campanella & Co., LLC
During litigation cases, there are often situations where an attorney needs to work with a forensic accountant or other financial expert to determine the value of several types of assets.
Perkins Coie LLP
On January 17, 2017, the SEC announced a number of political contribution-related settlements with investment advisers, both registered and exempt.
Ostrow Reisin Berk & Abrams
According to the National Association of Unclaimed Property Administrators (NAUPA), state unclaimed property programs are holding nearly $42 billion in assets, just waiting to be claimed by their rightful owners.
Day Pitney LLP
The article examines the substantial risks of cyberattacks that family offices and their clients face.
Womble Carlyle
There's little doubt that President Trump will carry through on the many promises that he made during the campaign that affect individuals, investors and advisors in the Wealth Management Industry.
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Bowditch & Dewey
How much were the late King of Pop's name and image worth when he died? His estate put the figure at $2,105 but the IRS believes the value is at least $434 million.
GuernseyFinance
The total value of private equity business in the international finance centre of Guernsey has surpassed £100 billion for the first time.
GuernseyFinance
European venture capital firm BioMedPartners has launched its third Guernsey-domiciled fund, BioMedInvest III.
Moodys Gartner Tax Law LLP
Complying with Australian superannuation reforms by 1 July will trigger not just double, but triple, taxation by the US on their superannuation contributions, earnings and distributions.
GuernseyFinance
The primary advantage of forming a closed-ended investment fund is that it is a pool of permanent capital.
GuernseyFinance
Guernsey-headquartered private equity specialist Ipes has been recognised as Fund Administrator of the Year at the 2017 Private Equity Awards.
DiGabriele, McNulty, Campanella & Co., LLC
When a business owner begins the succession planning process or finds another need to conduct a valuation they are often surprised to learn there is more than one to determine a company's value.
DiGabriele, McNulty, Campanella & Co., LLC
During litigation cases, there are often situations where an attorney needs to work with a forensic accountant or other financial expert to determine the value of several types of assets.
GuernseyFinance
The quantitative easing measures of the last nine years, in the US, UK and Europe, have grossly inflated asset prices and financed disruptive technologies...
GuernseyFinance
Mr Betley spoke at the conference on the practical issues surrounding moving trusts onshore and offshore.
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