Searching Content indexed under Wealth & Asset Management by Ogier ordered by Published Date Descending.
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Family Office Investments And Jersey Private Funds
Our previous post concerned direct investments by large family offices. This post focuses on how such investments are structured.
6 Sep 2019
I Am Worried That A Trustee Has Mismanaged My Trust Fund. What Can I Do?
Trustees are appointed to safeguard funds in a trust, and are duty-bound to act in the best interests of the beneficiaries. While most trustees will carry out their duties conscientiously, occasionally there is mismanagement.
19 Aug 2019
Myth Busting Jersey Trusts And Foundations
Some may think trusts and foundations are only used by very wealthy people or families, or that by putting assets into a trust or foundation in international finance centres (IFCs) like Jersey, then they are avoiding tax.
15 Aug 2019
Family Offices Challenging Traditional Investment Models
Our investment funds and private wealth teams have been collaborating on a number of initiatives designed to assist family offices in structuring private investments.
7 Aug 2019
Trust Essentials - July 2019
Jersey's Court of Appeal has handed down its long awaited judgment in the Z Trusts case.
29 Jul 2019
Economic Substance Laws: The Private Wealth Context
Recently as part of on-going international initiatives, a large number of international finance centres have passed new laws requiring companies which are tax resident in such centres...
European Union
24 Jul 2019
The Growth Of Private Funds
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
23 Jul 2019
Cutting Through Complexity – How The Role Of Private Wealth Advisers Has Changed
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
3 Jul 2019
A Decade Of Building On Strong Foundations: The Tenth Anniversary Of The Foundations (Jersey) Law
The birth and growth of the Jersey foundation is a clear example of how the Island's legislature, financial services industry and regulator have worked together to broaden the Island's appeal
24 Jun 2019
Why High Net-Worth Families In The Middle East Are Looking To Guernsey For Private Wealth Solutions
Guernsey's fiduciary companies continue to win substantive mandates for new private wealth structures, and a growing stream of new business is coming from the Middle East.
3 Jun 2019
Guernsey Well-Placed To Capture Uptick In Private Capital Structuring
A greater focus on diversification amongst private investors combined with an industry that is bringing private assets such as private equity and real estate increasingly into the mainstream...
28 May 2019
Don't Delay – Jersey's Royal Court Rules That Time Is A Factor In Granting Trust Mistake Discretion
In a judgment of the Royal Court issued on 20 March 2019, In the matter of the B Trust [2019] JRC 035, the Royal Court indicated that delay in bringing an application to set aside
4 Apr 2019
At A Glance Guide To Ogier's International Saving Plans
International Savings Plans (ISPs) are income tax exempt, flexible, savings plans aimed at benefitting employees of multinational and international companies.
6 Mar 2019
Winning Chinese Clients' Trust
Trust law in China is rather different from that in common-law jurisdictions. A trust is not a turnkey product and is definitely not an off-the-shelf structure, and that is not an easy concept to understand,
22 Feb 2019
CSSF Issues A Press Release On Investment Management Delegation And The Temporary Permissions Regime In The Brexit Context
On Friday 25 January, the Luxembourg Supervisory Authority of the Financial Sector (Commission de Surveillance du Secteur Financier, CSSF) ...
31 Jan 2019
Time For Islanders To Use New Law To Record Wishes About Assets And Care
January is the traditional time of year for writing or updating your will, but Islanders should also consider a LPA to record their wishes about their assets and personal care should they lose mental capacity.
9 Jan 2019
BVI Economic Substance Proposals
New legislation is currently being considered by the BVI Government which is expected to require in-scope entities that carry on particular activities to have economic substance within the BVI.
British Virgin Islands
7 Jan 2019
GP/LP Advice, Women In PE And Downstream Trends – Partner Joanne Huckle On Private Equity Hot Topics
Increasingly, I am instructed by LPs seeking their own Cayman legal counsel prior to committing capital.
Cayman Islands
14 Dec 2018
At A Glance Guide To Lasting Powers Of Attorney
After a much-needed reform in the law, people in Jersey can now create Lasting Powers of Attorney (LPA)
13 Dec 2018
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