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Wealth Mgt
Wealth & Asset Management
While recent events have put a temporary halt on global mobility, as the pandemic dissipates it seems likely that there will be increasing interest from high-net-worth individuals and their families in having their primary or secondary residence in an offshore location.
As families and their advisers look beyond traditional wealth centres as a location for the family office, the British Overseas Territories (BOTs) of Bermuda and the Cayman Islands are proving increasingly popular choices.
With world economies in trouble in the wake of the Covid-19 pandemic, high-net-worth individuals and their advisors may be seeking new wealth management vehicles and opportunities.
British Virgin Islands
In the wake of the economic downturn resulting from the global pandemic, a significant increase in fraud cases can unfortunately be expected.
Borden Ladner Gervais LLP
On October 14, 2020, Toronto-based FinTech startup Wealthsimple announced that it had raised C$114 million in equity financing. Following the raise, Wealthsimple claims it has reached a unicorn valuation of C$1.4 billion.
Lawyers Financial
The day when you achieve complete financial freedom may come years before you decide to retire. In fact, highly motivated people who enjoy the challenges and rewards...
O'Sullivan Estate Lawyers LLP
A few weeks ago, Google reported an increase in the number of searches on how to apply for Canadian residency and citizenship.
Siskinds LLP
In Stenzler v TD Asset Management Inc., the Ontario Divisional Court recently denied an appeal by TD Asset Management Inc. from a decision certifying the Plaintiff's action to recover trailing commissions ...
Lawyers Financial
After settling on an advisor you feel you can work with, it's time for you to get down to the business of setting financial goals.
Cayman Islands
Cayman, historically known in the Middle East as a private banking and corporate jurisdiction, has transitioned over the years to being recognised as a preeminent private client jurisdiction.
Maples Group
The Cayman Islands comprise three islands: Grand Cayman, Cayman Brac and Little Cayman. They are located in the Western Caribbean Sea, approximately 500 miles south of Miami, Florida.
The Cayman Islands Monetary Authority (CIMA) has recently issued a number of Rules relating to regulated mutual funds including in respect of the segregation of assets, calculation of net asset...
European Union
Ropes & Gray LLP
In a keenly anticipated development the Cayman Islands was removed from the EU list of non-cooperative tax jurisdictions (the "EU blacklist") on 6 October 2020 after adopting reforms relating to...
Guernsey's Guernsey Private Wealth Forum, held online on 14 October, looks at the challenges of 2020 and how the family office sector is responding. Alasdair McLaren...
Uncertain times produce challenges for wealth managers and structures, and the last few months have presented both issues and opportunities for Family Offices.
Carey Olsen
In this briefing, our Jersey Trusts and Private Wealth lawyers outline the the types and uses of Jersey law trusts, including discretionary trusts,...
On 7 July 2020 the GFSC issued its report on the thematic review on source of funds (SOF) or source of wealth (SOW) in Guernsey's private wealth management sector.
Carey Olsen
Around the world family offices are growing in number. Family offices are increasingly becoming the organisation of choice for very wealthy families
Timothy Loh
Hedge fund managers, private equity sponsors and other asset managers as well as brokers, dealers, wealth managers and other providers of investment services and investment products are often keen...
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