Mondaq Europe: Wealth Management
Kinanis LLC
The European Parliament and the Council of the European Union on 20 June 2019 decided to amend the existing Directive in regards to the rules and procedures on the formation of companies, registration of branches, ...
GuernseyFinance
How can firms stay connected in an increasingly disconnected world? Appleby Partner Richard Field explains how in an article for eprivateclient's 2019 Guernsey report, A Global Island.
GuernseyFinance
Myself and our travelling delegation – representing Carey Olsen, Maitland and Cannon Asset Management – are getting ready for our private wealth roadshow to South Africa which takes place from 2-7 September.
Walkers
The Grand Court of the Cayman Islands and the High Court in England and Wales have recently considered two unusual applications for Beddoe relief respectively: an application by a trustee for retrospective Beddoe relief...
GuernseyFinance
A Guernsey Finance-led roadshow to South Africa will share the message that Guernsey is a secure and robust jurisdiction that can provide asset protection with substance.
GuernseyFinance
The demand for private wealth services in Guernsey continues to develop, but advisers now need to be much more alive to the needs of the next generation
Dillon Eustace
Following on from a consultation process earlier this year, ESMA has published its final report on guidelines on liquidity stress testing in UCITS and AIFs
Arthur Cox
The Central Bank has made a further revision to its guidance on the use of financial indices by UCITS for investment or efficient portfolio management purposes.
KPMG Luxembourg
Aligning portfolio management and investor interests with fair reward is what most people associate with performance fees
Chetcuti Cauchi Advocates
Protecting one's assets and wealth may be carried out through the formation of a trust or foundation.
Chetcuti Cauchi Advocates
In 2004, the Trust and Trustees Act was implemented as the first written law regulating domestic trusts in Malta. Prior to this, however, the notion of a trust was still present in Malta.
Intertrust
The Swiss trust law has been a long time in the making. Since the ratification of the Hague Trust Convention in 2007 several attempts were made by interested parties
Moroglu Arseven
As per article 2 of the Law Amending the Income Tax Law and Certain Other Laws numbered 7186, the provisional article 90 has been included in the Income Tax Law numbered 193.
Moroglu Arseven
7186 sayılı Gelir Vergisi Kanunu ile Bazı Kanunlarda Değişiklik Yapılması Hakkında Kanun ("Torba Kanun") madde 2 ile 193 sayılı Gelir Vergisi Kanunu'na geçici madde 90 ("Geçici Madde 90") eklendi.
Herbert Smith Freehills
In the third episode of our Private Wealth and Charities podcast series Richard Norridge and Mark Adair discuss music and law. Mark had a successful career
DAC Beachcroft LLP
The concept of housing specifically aimed at older people has many benefits. Improved quality of life and releasing larger
Dixcart
Recent changes in terms of global tax regulations and increasing international tax transparency are vital to consider when implementing strategies to preserve family wealth
Wrigleys Solicitors
The recent case of FL v MJL [2019] EWCOP 31 looked at the authority of a deputy to make gifts from the surplus income of the person whose funds he manages.
Herbert Smith Freehills
The second episode of our Private Wealth and Charities podcast series considers some recent decisions from the English courts in respect of out of time claims for reasonable financial provision
Withers LLP
What is the cost of a sophisticated Family Office? Jeremy Arnold discusses how much a liquid assets may be needed and the challenges some families face.
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Wrigleys Solicitors
The recent case of FL v MJL [2019] EWCOP 31 looked at the authority of a deputy to make gifts from the surplus income of the person whose funds he manages.
Giambrone & Partners
The question of inheritance can unwittingly cause rifts and dissension within a family leading to legal challenges and in the worst case, a fractured family.
Baer & Karrer
The establishment and operation of Alternative Investment Funds ("AIFs") (and their managers) is governed by the Federal Act on Collective Investment Schemes of 23 June 2006
Herbert Smith Freehills
The second episode of our Private Wealth and Charities podcast series considers some recent decisions from the English courts in respect of out of time claims for reasonable financial provision
Withers LLP
What is the cost of a sophisticated Family Office? Jeremy Arnold discusses how much a liquid assets may be needed and the challenges some families face.
Hewitsons LLP
The trustees of the Glenfinnan Settlement are being sued by Mrs Ashley Dawson-Damer and her two children, Piers and Adelicia, regarding the disposition of the trust's assets.
GuernseyFinance
Myself and our travelling delegation – representing Carey Olsen, Maitland and Cannon Asset Management – are getting ready for our private wealth roadshow to South Africa which takes place from 2-7 September.
Dentons
Having a Power of Attorney in place means peace of mind in the event of illness or accident leaving you unable to deal with your own affairs, your attorneys have authority to deal with matters on your behalf.
Dillon Eustace
Earlier this week, the Central Bank of Ireland (the "CBI") published its Consultation Paper 130 on the regulatory framework that it proposes to establish regarding rules
Hogan Lovells
The European Central Bank (ECB) working group on euro risk-free rates has published a report on the impact the transition from the euro overnight index average
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