Mondaq All Regions: Wealth Management
Conyers
Despite the present challenges faced by all international financial centres, in particular global volatility in financial services and demands for greater regulation, Bermuda's perennial resilience and ability to adapt...
Miller Thomson LLP
Effective January 1, 2020, Ontario eliminated estate administration tax (also known as probate tax) on estates...
Clark Wilson LLP
Our office has previously written on the topic of secret trusts, here: https://www.cwilson.com/can-you-keep-a-secret-trust/.
Mayer Brown
On 16 December 2019, Hong Kong's Securities and Futures Commission issued the results of its Survey on Integrating Environmental, Social and Governance Factors and Climate Risks in Asset Management.
Ocorian
Owing to their flexibility, significant numbers of Jersey foundations have been incorporated as orphan structures for specified purposes
Carey Olsen
The relationship between Jersey and the Middle East is an important one.
Ogier
Our global Private Wealth team regularly advises clients on charitable giving and philanthropy. In this interview, Henry Wickham from our Jersey team
Ocorian
With 2019 marking the tenth anniversary of the introduction of Jersey foundations into Jersey law, in a series of articles Grant Barbour, Managing Director - Private Client breaks down their key
Withers LLP
Despite recent proposals to reform inheritance tax (‘IHT') and capital gains tax (‘CGT') legislation, the tax regime relating to business succession is still favourable for business owners looking...
MJ Hudson
Whilst certain details of private markets investing have changed very little in the last 25 years (8% hurdle, 20% carry, conference buffet menus, take a bow), there are dramatic changes underway, and now is the time ...
MJ Hudson
If you think about it, successful brands are a series of promises.
Withers LLP
On January 1, 2020, a new statutory regime will apply for the creation, administration, and termination of trusts in Connecticut.
Maples Group
Private wealth solutions for families in the United Arab Emirates ("UAE") have been revolutionised in the past two years by foundation laws in the Dubai International Financial Centre
Walkers
After spending six days with colleagues from our Jersey, Guernsey and Dubai offices meeting with clients and intermediaries in the UAE, the message remains upbeat: there's plenty of work to be...
Mayer Brown
On December 18, 2019, the SEC approved a proposing release for public comment that would amend the definition of "accredited investor," as well as amend the definition of qualified institutional buyer
Mayer Brown
The appetite for socially responsible investing has intensified over the past decade, with particular emphasis on environmental, social and governance ("ESG") factors.
Ostrow Reisin Berk & Abrams
If you experience financial difficulties, it may be tempting to tap into the savings you have accumulated in a 401(k) or similar retirement plan.
Ostrow Reisin Berk & Abrams
Section 1202 offers investors a remarkable tax break: the ability to exclude up to 100% of the gain on the sale of qualified small business stock.
Intertrust
Intertrust recently surveyed professional advisors servicing clients based in the UAE, Saudi Arabia, Qatar, Oman, Kuwait and Bahrain to examine their views on wealth structuring
Herbert Smith Freehills
Every month we survey ten Asian jurisdictions for legal developments concerning trust and estate planning which are of interest to the private wealth industry
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Vistra
Investment fund managers around the world are looking to improve how data is managed by front- and middle-offices, given there is now a shift...
Mayer Brown
On 16 December 2019, Hong Kong's Securities and Futures Commission issued the results of its Survey on Integrating Environmental, Social and Governance Factors and Climate Risks in Asset Management.
Walkers
After spending six days with colleagues from our Jersey, Guernsey and Dubai offices meeting with clients and intermediaries in the UAE, the message remains upbeat: there's plenty of work to be...
BakerHostetler
We all have insurance. But savvy managers are starting to realize that their insurance relationships are unmined sources of fundraising and deal value.
Kilinc Law & Consulting
İşbu Bilgi Notu; 6362 sayılı Sermaye Piyasaları Kanunu ("SPKn") ve ilgili mevzuatı tabi olarak kurulan ve faaliyet gösteren portföy yönetim şirketlerinin aşağıda yer alan mevzuat ve düzenlemeler...
ELIG Gürkaynak Attorneys-at-Law
The portfolio is managed by the portfolio management company based on the principle of fiduciary ownership.
Carey
In a world where, with every passing day, the digital economy takes on a more important role on a global scale ...
Carey Olsen
Most fund managers in Hong Kong have a Cayman Islands investment manager in their fund structure which is registered as an ‘Excluded Person' under the SIB Law.
Ropes & Gray LLP
Hello, and thank you for joining us today on this Ropes & Gray podcast, the latest in our series of podcasts and webinars focused on CFTC and derivatives issues.
Ocorian
With 2019 marking the tenth anniversary of the introduction of Jersey foundations into Jersey law, in a series of articles Grant Barbour, Managing Director - Private Client breaks down their key
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