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Searching Content from Jersey indexed under Wealth Management ordered by Published Date Descending.
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1
Does Your Firm Have An Effective Relationship With The JFSC?
As part of the JFSC's risk-based approach following its restructure of Supervision, registered firms are experiencing an increased number of visits from the regulator and greater focus on issues
Jersey
14 Oct 2019
2
Investment Management, Succession Planning, Philanthropy: The Diverse Functions Of The Family Office
For a number of reasons ultra-high net worth families are choosing Jersey as their jurisdiction of choice to locate their family office.
Jersey
24 Sep 2019
3
Asset Protection - Why Jersey Trusts And Foundations Appeal To Middle Eastern Clients
Robert Dobbyn is a partner specialising in private capital and trusts work in Walkers' Jersey team.
Jersey
19 Sep 2019
4
Family Office Investments And Jersey Private Funds
Our previous post concerned direct investments by large family offices. This post focuses on how such investments are structured.
Jersey
6 Sep 2019
5
I Am Worried That A Trustee Has Mismanaged My Trust Fund. What Can I Do?
Trustees are appointed to safeguard funds in a trust, and are duty-bound to act in the best interests of the beneficiaries. While most trustees will carry out their duties conscientiously, occasionally there is mismanagement.
Jersey
19 Aug 2019
6
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
7
Myth Busting Jersey Trusts And Foundations
Some may think trusts and foundations are only used by very wealthy people or families, or that by putting assets into a trust or foundation in international finance centres (IFCs) like Jersey, then they are avoiding tax.
Jersey
15 Aug 2019
8
Family Offices Challenging Traditional Investment Models
Our investment funds and private wealth teams have been collaborating on a number of initiatives designed to assist family offices in structuring private investments.
Jersey
7 Aug 2019
9
Trust Essentials - July 2019
Jersey's Court of Appeal has handed down its long awaited judgment in the Z Trusts case.
Jersey
29 Jul 2019
10
Economic Substance Laws: The Private Wealth Context
Recently as part of on-going international initiatives, a large number of international finance centres have passed new laws requiring companies which are tax resident in such centres...
European Union
24 Jul 2019
11
10 Reasons For Setting Up A Family Office
There is an ever increasing number of Family Offices being set up by wealthy families.
Jersey
15 Jul 2019
12
Carey Olsen Advises Falko On US$650 Million Aircraft Leasing Fund
The fact it comfortably reached and passed its original fundraising target is testament to Falko's market leading position in the aviation industry.
Jersey
12 Jul 2019
13
Cutting Through Complexity – How The Role Of Private Wealth Advisers Has Changed
Advocate Josephine Howe, a partner in Ogier's top-tier Jersey Private Wealth team, joined the firm in 2005 – in the past 14 years she has seen significant changes not just in legislation
Jersey
3 Jul 2019
14
A Decade Of Building On Strong Foundations: The Tenth Anniversary Of The Foundations (Jersey) Law
The birth and growth of the Jersey foundation is a clear example of how the Island's legislature, financial services industry and regulator have worked together to broaden the Island's appeal
Jersey
24 Jun 2019
15
The Great Wealth Transfer: Jersey Structures For International Families
We are at a time of great transition in relation to the private wealth of international families. What is referred to as the Great Wealth Transfer will see significant values passing across the generations over the coming years.
Jersey
21 Jun 2019
16
Dealing With A Lack Of Beneficiaries - Benjamin Orders In Jersey
The Royal Court of Jersey has recently made a Benjamin Order, by which a Trustee was permitted to distribute the assets of a Jersey Trust to non-beneficiaries...
Jersey
24 May 2019
17
Don't Delay – Jersey's Royal Court Rules That Time Is A Factor In Granting Trust Mistake Discretion
In a judgment of the Royal Court issued on 20 March 2019, In the matter of the B Trust [2019] JRC 035, the Royal Court indicated that delay in bringing an application to set aside
Jersey
4 Apr 2019
18
Stenham Wealth Management Announce Local Strategic Partnership
Stenham Wealth Management (C.I.) Ltd ("SWM") and ED Group Holding Limited ("ED Group") today announced that they are entering into a strategic partnership ...
Jersey
26 Mar 2019
19
At A Glance Guide To Ogier's International Saving Plans
International Savings Plans (ISPs) are income tax exempt, flexible, savings plans aimed at benefitting employees of multinational and international companies.
Jersey
6 Mar 2019
20
Double Award Win For Quilter Cheviot Jersey At Industry Event Ceremony
Tim Childe, Head of Quilter Cheviot's Jersey office and International was also awarded Investment Management Manager of the Year, Channel Islands and Isle of Man.
Jersey
1 Feb 2019
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