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Searching Content indexed under Wealth & Asset Management by Marcus Leese ordered by Published Date Descending.
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1
The Growth Of Private Funds
With 20 years' experience as an offshore practitioner, Marcus Leese advises clients across the full range of investment funds, private wealth and Banking & Finance matters
Guernsey
23 Jul 2019
2
Winning Chinese Clients' Trust
Trust law in China is rather different from that in common-law jurisdictions. A trust is not a turnkey product and is definitely not an off-the-shelf structure, and that is not an easy concept to understand,
Worldwide
22 Feb 2019
3
Guernsey Substance Proposals – The Fund Managers' Perspective
The Guernsey government is due to bring in new regulations which impose an economic substance test for Guernsey tax-resident companies to meet the requirements of the EU Code of Conduct Group.
Guernsey
27 Nov 2018
4
Trust Essentials - October 2018
The Royal Court of Jersey, in the recently handed down judgment in M v W Limited and Others, has provided useful guidance for trustees in circumstances, outside the context of discovery ...
Jersey
11 Oct 2018
5
Overview Of BVI Trusts
This memorandum has been prepared for the assistance of clients considering creating a trust in the British Virgin Islands. It is intended to provide a summary of the main legal requirements...
British Virgin Islands
4 Oct 2018
6
Out With The Old – BVI Probate Rules
Shares in a British Virgin islands (BVI) company, held personally or via a nominee arrangement, will be effectively frozen on the passing away of the individual shareholders.
British Virgin Islands
12 Sep 2018
7
New Probate Rules For BVI Company Owners
For shares in a BVI company held personally or via a nominee arrangement, such shares will be effectively frozen upon the passing away of individual shareholders.
British Virgin Islands
16 May 2018
8
Brexit, ICOs, And Space – Ogier's Most-Clicked Briefings Of 2017
Ogier's lawyers write around 200 briefings each year, and the publications that earn the most "clicks" always throw up a few surprises.
European Union
3 Jan 2018
9
Increase In BVI Probate Fees
The Eastern Caribbean Supreme Court (Court Proceedings Fees) (Virgin Islands) Rules, 2017 (the New Rules) impose new fees for non-contentious probate applications and replace the old fees ...
British Virgin Islands
13 Dec 2017
10
Trust Essentials - September 2017
Partner Anthony Partridge from our STEP Award-winning Private Client and Trusts team is one of the few Cayman Attorneys with a significant Probate and Estates practice.
Cayman Islands
13 Oct 2017
11
Trust Essentials - July 2017
For the first time, a Guernsey trustee has sought advice from the Royal Court over whether it should submit to the jurisdiction of a foreign court – notwithstanding the firewall provisions of the island's trusts law.
Worldwide
21 Jul 2017
12
A Guide To Curatorships In Jersey
A curator is the person appointed by the Royal Court under the Mental Health (Jersey) Law, 1969 to conduct the affairs of someone found by the court to be incapable of managing his own property...
Jersey
2 May 2017
13
Keeping It In The Family? - An Introduction To Family Offices
One of the many consequences of the world-wide increase in wealth over the past half century has been the increased focus and interest in family offices.
Guernsey
9 May 2016
14
Asian Clients Using BVI Vista Structures To Tailor Benefits To Children
In an article first published by Citywealth, Ogier Marcus Leese says that UHNW Chinese and Southeast Asian families are taking business transfer issues more seriously as the stakes are higher...
British Virgin Islands
17 Feb 2016
15
Investment Funds In Guernsey
The investment funds industry in Guernsey has achieved significant growth in recent years.
Guernsey
6 Apr 2011
16
Re Reynolds - Official Assignee V Wilson And Another [2007] NZCA 122
Mr Reynolds was the settlor of the GM Reynolds Family Trust under which he appointed Messrs Wilson and Harvey as trustees.
New Zealand
25 Feb 2009
17
The Use Of Trusts In Guernsey
This memorandum has been prepared for the assistance of clients considering creating a trust in Guernsey.
Guernsey
 
29 Oct 2008
18
Changes To Guernsey´s Regulatory Regime
This memorandum has been prepared for the assistance of clients considering carrying out investment fund business in Guernsey.
Guernsey
18 Sep 2008
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