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Searching Content indexed under Wealth & Asset Management by Appleby ordered by Published Date Descending.
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Title
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Date
1
Enhancing Jersey's Philanthropic Wealth Structures
There are distinguishing characteristics between charity (which tends to focus on the relief of a particular social problem) and philanthropy
Jersey
19 Aug 2019
2
Trusts And The Issues Around Digital Assets
There has been much discussion among trust professionals about the potential impact that digital assets may have on trusts and the trustees that administer them.
Bermuda
27 May 2019
3
#Connected Wealth Management
It is increasingly hard to "disconnect", whether it be from the barrage of work emails, social media, advertising on websites, or calls on mobile devices.
Guernsey
30 Apr 2019
4
Methods Of Winding Up A Solvent Isle Of Man Company
It is also usual practice for a liquidator to require the shareholder or beneficial owner of the company to provide him with an indemnity in advance of agreeing to be appointed.
Isle of Man
12 Apr 2019
5
Scope Of Exequatur
This article provides an analysis of the likelihood of enforcing foreign judgments against foreign parties before the Mauritian Supreme Court.
Mauritius
8 Apr 2019
6
Fintech: Offshore Regulations And Trends In Asia
Financial technology, or fintech, in the broadest sense of the word involves the use of software in the provision of banking and financial services.
Bermuda
19 Feb 2019
7
Economic Substance Requirements In Bermuda, The British Virgin Islands And The Cayman Islands
Each of the governments of Bermuda, the British Virgin Islands (BVI) and the Cayman Islands has passed legislation that will require certain entities carrying on "relevant activities"
Bermuda
18 Feb 2019
8
Cayman Islands Court Rules Against Palladyne On Sanctions And Dismissal By Libyan Investment
The Financial Services Division of the Grand Court of the Cayman Islands has ruled to dismiss in their entirety claims made by Palladyne International Asset Management (PIAM) ...
Cayman Islands
13 Feb 2019
9
In The Courts: Trust Disputes
In Bermuda, the Supreme Court considered whether it has jurisdiction to require the directors of a corporate trustee to resign
Bermuda
7 Feb 2019
10
Jersey Introduces LLC Legislation
The Limited Liability Companies (LLC) Law is expected to come into force in early 2019 and is designed to allow fund managers and investors to use a LLC structure which they will be familiar with from the US and certain other international finance centres.
Jersey
22 Jan 2019
11
A Substantial Undertaking
At the time of writing, one of the most significant matters facing the Channel Islands investment management sector (and in fact, offshore business as a whole)...
Guernsey
13 Nov 2018
12
Haro, Guts, Girdles And Hatts – Some Peculiarities Of Guernsey Law
The Bailiwick of Guernsey was originally part of the Duchy of Normandy but in 1204 when English troops were driven from Normandy, the islands remained the possession of the English Crown.
Guernsey
13 Nov 2018
13
The Value Of An Enduring Power Of Attorney
Individuals young and old should carefully consider what would happen to them if they were to become mentally or physically unable to handle their personal and/or business affairs.
Bermuda
30 Oct 2018
14
An Ever-Shifting Landscape
From hedge funds to private equity to ILS to family offices—experts in asset management debated the shape of the landscape of this sector on Bermuda in a roundtable.
Bermuda
19 Sep 2018
15
Wealth Planning For Sharia' Law
How can clients be better advised when looking to ensure they are Sharia' compliant
Jersey
10 Sep 2018
16
MLD V And Its Implactions For Wealth Managers
Many EU countries have missed the deadline for the establishment of beneficial ownership registers for companies and trusts.
European Union
27 Jul 2018
17
Guernsey And The PIF - Hitting The Sweet Spot
Ahead of the World Cup The Economist ran an article entitled "What makes a country good at football?" The journal explored the various components of a successful national side ...
Guernsey
18 Jul 2018
18
Innovation In Structures In The Funds And Investments Sector
Recent developments in both law and regulation in Jersey have demonstrated the engagement by all parts of the sector, government, regulator and industry, in innovation and development. Following the 2013...
Jersey
17 Jul 2018
19
An Overview Of Digital Asset Legislation
Recently, we have seen a flurry of activities in relation to digital asset legislation in Bermuda.
Bermuda
9 Jul 2018
20
Lessons From Pugachev – Trust Considerations
The ground-breaking English High Court decision JSC Mezhdunarodniy Promyshlenniy Bank v Pugachev [2017] has potentially introduced the concept of an "illusory trust", a rather different concept...
Hong Kong
28 Jun 2018
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