Mondaq Europe: Wealth Management
Dillon Eustace
The Central Bank has also voiced its concern about the governance and control framework in place in certain Man Co.
GuernseyFinance
Myself and our travelling delegation – representing Carey Olsen, Maitland and Cannon Asset Management – are getting ready for our private wealth roadshow to South Africa which takes place from 2-7 September.
Walkers
The Grand Court of the Cayman Islands and the High Court in England and Wales have recently considered two unusual applications for Beddoe relief respectively: an application by a trustee for retrospective Beddoe relief...
GuernseyFinance
A Guernsey Finance-led roadshow to South Africa will share the message that Guernsey is a secure and robust jurisdiction that can provide asset protection with substance.
GuernseyFinance
The demand for private wealth services in Guernsey continues to develop, but advisers now need to be much more alive to the needs of the next generation
Ogier
With 20 years' experience as an offshore practitioner, Marcus Leese advises clients across the full range of investment funds, private wealth and Banking & Finance matters
Walkers
Kate Storey, of Walkers (Guernsey) LLP, explains why Guernsey is perfectly positioned to support the rise of private capital
Arthur Cox
The Central Bank has made a further revision to its guidance on the use of financial indices by UCITS for investment or efficient portfolio management purposes.
Dixcart
Common law countries have traditionally used trusts while civil law countries have historically used foundations.
Ogier
Jersey's Court of Appeal has handed down its long awaited judgment in the Z Trusts case.
KPMG Luxembourg
Aligning portfolio management and investor interests with fair reward is what most people associate with performance fees
Chetcuti Cauchi Advocates
The only consistent feature in the political and economic environments worldwide is that they are constantly changing.
Dixcart
Malta private foundations have been used for asset protection and succession planning for several years.
Herbert Smith Freehills
The second episode of our Private Wealth and Charities podcast series considers some recent decisions from the English courts in respect of out of time claims for reasonable financial provision
Withers LLP
What is the cost of a sophisticated Family Office? Jeremy Arnold discusses how much a liquid assets may be needed and the challenges some families face.
Dentons
Having a Power of Attorney in place means peace of mind in the event of illness or accident leaving you unable to deal with your own affairs, your attorneys have authority to deal with matters on your behalf.
Hewitsons LLP
The trustees of the Glenfinnan Settlement are being sued by Mrs Ashley Dawson-Damer and her two children, Piers and Adelicia, regarding the disposition of the trust's assets.
Hewitsons LLP
In our February update we featured your right to claim LPA refunds, which can be found here. In summary where an LPA was registered between 1 April 2013 and 31 March 2017
Herbert Smith Freehills
The Supreme Court of Bermuda has recently given judgment in a case concerning the actions of invalidly appointed trustees (C Trust [2019] SC (Bda) 44 Civ (22 July 2019)). The invalidity
Herbert Smith Freehills
We are very pleased to announce the launch of our new Private Wealth & Charities podcast series.
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Giambrone & Partners
The question of inheritance can unwittingly cause rifts and dissension within a family leading to legal challenges and in the worst case, a fractured family.
Walkers
Kate Storey, of Walkers (Guernsey) LLP, explains why Guernsey is perfectly positioned to support the rise of private capital
Ogier
Advocate Josephine Howe, a partner in Ogier's top-tier Jersey Private Wealth team, joined the firm in 2005 – in the past 14 years she has seen significant changes not just in legislation
Herbert Smith Freehills
The High Court has granted an order for security for costs against a Russian claimant, on the basis that there was a real risk that any costs order against it would have to be enforced in Russia...
Duff and Phelps
In this edition of Regulatory Watch, the experts in Duff & Phelps' Paris Compliance and Regulatory Consulting team.
Dillon Eustace
The Central Bank has also voiced its concern about the governance and control framework in place in certain Man Co.
Ogier
With 20 years' experience as an offshore practitioner, Marcus Leese advises clients across the full range of investment funds, private wealth and Banking & Finance matters
Dillon Eustace
The Central Register of Beneficial Ownership of Companies and Industrial and Provident Societies (the "RBO") opened today, 29 July 2019.
Chetcuti Cauchi Advocates
The only consistent feature in the political and economic environments worldwide is that they are constantly changing.
Ocorian
There is an ever increasing number of Family Offices being set up by wealthy families.
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