Mondaq USA: Wealth Management
GuernseyFinance
The group was handed its prize during a gala ceremony at London's Grange Tower Bridge Hotel.
GuernseyFinance
Impact investing is increasingly taking hold as allocators recognise the return benefits and this presents opportunities for established international financial centres, a white paper reports.
GuernseyFinance
Guernsey-headquartered Heritage International Fund Managers (HIFM) is to offer portfolio and risk management services for alternative investment funds with its comprehensive Management Company (ManCo) solution.
GuernseyFinance
The total value of funds business in Guernsey grew by £4.5 billion (1.6%) during the second quarter of this year.
GuernseyFinance
Global advisory, fund administration and family office firm Maitland is making moves into Guernsey with the impending acquisition of local designated manager R&H Fund Services.
GuernseyFinance
The ID Register, which was developed by the Guernsey office of private equity specialist Ipes, marked the first anniversary of its launch in July.
GuernseyFinance
The Guernsey funds sector enjoyed its biggest growth in four years during the first quarter of 2017.
GuernseyFinance
Six of the company's seven funds have been established in Guernsey.
GuernseyFinance
Freedom Chief Executive Sandrine Reynaud was delighted to welcome new investors into the Opus Global Cautious Fund.
GuernseyFinance
Guernsey's excellent reputation as an international finance centre was a key factor in London-based investment manager ADM Capital Europe LLP launching its Cibus Fund in the island.
GuernseyFinance
The deal was finalised on 5 June and is subject to regulatory approvals, following which HFSG will be rebranded under the Estera name.
GuernseyFinance
The streamlined application process also allows a new insurer to be established in a single business day.
GuernseyFinance
Conduct of business frameworks apply across Guernsey's industry however regulation is implemented proportionally to the size, nature and complexity of business.
Mayer Brown
A power of attorney is a written agreement wherein an individual or organizational person provides advance authority to another party to make certain decisions, to execute certain documents or ...
Ostrow Reisin Berk & Abrams
We do not like to think about dying or becoming incapacitated due to illness, but it is important to be prepared.
Womble Carlyle
Wealth Management had the opportunity to interview Mike Gill, Portfolio Manager, and the investment committee of Cornerstone Advisory.
Ostrow Reisin Berk & Abrams
In late 2015, Congress reinstated and made permanent a tax break that allows people age 70½ and older to transfer up to $100,000 per year tax-free from an IRA to a public charity...
Ostrow Reisin Berk & Abrams
If you are currently taking care of your children and your elderly parents, count yourself among those of the Sandwich Generation.
Ostrow Reisin Berk & Abrams
If you inherit an IRA, you have several options for handling the funds — depending on your relationship with the original accountholder.
Grant Thornton LLP
Do your partners (or co-owners) want to defer into retirement plans more than $60,000 annually – the current limit for contributions to plans such as 401(k) and profit sharing plans?
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Womble Carlyle
Wealth Management had the opportunity to interview Mike Gill, Portfolio Manager, and the investment committee of Cornerstone Advisory.
Ostrow Reisin Berk & Abrams
In late 2015, Congress reinstated and made permanent a tax break that allows people age 70½ and older to transfer up to $100,000 per year tax-free from an IRA to a public charity...
GuernseyFinance
Global advisory, fund administration and family office firm Maitland is making moves into Guernsey with the impending acquisition of local designated manager R&H Fund Services.
GuernseyFinance
The deal was finalised on 5 June and is subject to regulatory approvals, following which HFSG will be rebranded under the Estera name.
GuernseyFinance
The ID Register, which was developed by the Guernsey office of private equity specialist Ipes, marked the first anniversary of its launch in July.
Ostrow Reisin Berk & Abrams
If you are currently taking care of your children and your elderly parents, count yourself among those of the Sandwich Generation.
GuernseyFinance
Guernsey-headquartered private equity specialist Ipes has been recognised as Fund Administrator of the Year at the 2017 Private Equity Awards.
GuernseyFinance
Guernsey's excellent reputation as an international finance centre was a key factor in London-based investment manager ADM Capital Europe LLP launching its Cibus Fund in the island.
Ruchelman PLLC
Change driven by development of intellectual property ("I.P.") is now a constant. Whether the I.P. user is a tax adviser accessing a digital library, an auto mechanic interfacing with an engine...
Ostrow Reisin Berk & Abrams
If you inherit an IRA, you have several options for handling the funds — depending on your relationship with the original accountholder.
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