Mondaq All Regions: Wealth Management
Miller Thomson LLP
When implementing an estate plan that involves a life interest, such as a spousal trust, it is typical to grant the Trustee a power to encroach on the capital of the trust ...
Maples and Calder
Asset management vehicles established in the Cayman Islands can generally be divided into two distinct groups:
Maples and Calder
Asset management vehicles established in the Cayman Islands can generally be divided into two distinct groups:
PKF
On 14 June 2018, the Central Bank of Cyprus has issued guidelines to Cyprus banks to open new bank accounts or to continue maintaining existing bank accounts in companies considered "Cyprus shell companies" or "Cyprus letter-box companies".
GuernseyFinance
Ten Guernsey lawyers were included in the Private Client Global Elite compiled by Legal Week, a list of the world's elite lawyers advising high net worth clients.
Ogier
Guernsey is one of the world's leading funds domiciles, with a pedigree stretching back 50 years and a net asset value of funds under management and administration of £276 billion (30 June 2018).
GuernseyFinance
A shortlist of firms in each category was put forward by the independent financial adviser market.
Dillon Eustace
On 23 October 2018, the European Securities and Markets Authority ('ESMA") adopted a Decision under Article 40 of Regulation (EU) No 600/2014 ('MiFIR") to restrict the marketing, distribution or sale
Jersey Finance Limited
Jersey offers easy and cost-effective marketing into the EU through NPPRs, providing non-EU fund managers with an attractive alternative to the Alternative Investment Fund Managers Directive (AIFMD) passport.
Jersey Finance Limited
In October, Jersey Finance CEO, Geoff Cook, spoke with Legal Business on the importance of preparing for the Great Wealth Transfer.
KPMG Luxembourg
It's not always easy to determine if an acquired set of activities and assets results in a business or only in an asset acquisition.
Mamo TCV Advocates
The Voluntary Organisations (Amendment) Act, 2018 (the "Act") was promulgated on the 6th November, 2018 to amend the Voluntary Organisations Act.
Intertrust
Anyone who's ever been involved in a major transaction understands the importance of an escrow. Holding assets on behalf of the parties involved in the transaction ...
Andersen Tax LP
The increasingly complex personal, family and business-related issues being faced by high net-worth and ultra-high net-worth individuals and families require equally sophisticated solutions.
Oneworld Ltd
JAFZA Offshore jurisdiction over the years has evolved as the most popular jurisdiction to own Dubai freehold properties in UAE.
Intertrust
Intertrust has been active in the UAE for over 17 years and services a growing number of international and GCC multinationals.
Expatriate Law
Andrew and Molly live in Dubai. Andrew was born in Scotland but has a British father. He holds a British passport. Molly is an Australian citizen. Andrew has not lived in England since 2003.
Cadwalader, Wickersham & Taft LLP
SEC Enforcement Division Asset Management Unit Co-Chief Anthony S. Kelly will leave the agency prior to December 1, 2018.
Hunton Andrews Kurth LLP
What Happened: On November 1, 2018, National Security Advisor John Bolton confirmed that the White House will undertake "a very serious review" and use a "fresh set of eyes" on the enforcement...
Proskauer Rose LLP
These same rates are used in connection with sales to defective grantor trusts.
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Deloitte Cyprus
欧洲基金与资产管理协会(EFAMA)表示,欧 洲投资基金行业规模于2017年底达到空前水 平,管理资产额首次突破15万亿欧元。
Stacks Law Firm
Creditor sues for money received by bankrupt from his late mother's superannuation fund.
HHG Legal Group
Circumstances surrounding the entry into pre-nuptial agreements are considered when assessing their validity.
Blaney McMurtry LLP
Business aviation plays a major role in the Canadian economy. In September, 2017, according to the Canadian Business Aviation Association...
Matson Driscoll & Damico
In my previous article, I discussed the critical need for business owners to have their business valued by a professional appraiser.
Ropes & Gray LLP
The following summarizes recent legal developments of note affecting the mutual fund/investment management industry:
Miller Thomson LLP
Born in Vancouver, raised in Toronto, educated in New York, graduate degree from England, first job in Hong Kong, transferred to Tokyo, retired in the Cayman Islands.
Deloitte Cyprus
德勤塞浦路斯拥有680余名专业人员,在塞浦路斯所有主要城市均设有办事处,是该国规模最大、增 长最快的专业服务机构之一,为客户提供全方
Field LLP
Perhaps encouraged by the recent decision in Marasse Estate, we have another recent case from the Alberta Court of Queen's Bench addressing an estate's ability to claim spousal support...
WeirFoulds LLP
The multimillion-dollar question—why are municipalities experiencing shortfalls in money for infrastructure? Are the shortfalls the sign of a dearth of infrastructure funds ...
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