Mondaq USA: Wealth Management
GuernseyFinance
The purchase takes JTC's global headcount to more than 450 staff and cements its position as one of the most dynamic growth companies in the sector.
GuernseyFinance
Convertible bonds were prominent among the 203 newly listed securities on the Channel Islands Securities Exchange (CISE) during the first half of 2015.
GuernseyFinance
Representatives of Guernsey's government, the regulator and industry bodies have been working together to inform EU and EEA authorities of Guernsey's position in the OECD.
GuernseyFinance
A recommendation by the European Securities and Markets Authority (ESMA) to grant Guernsey a 'third country' passport under the Alternative Investment Fund Managers Directive (AIFMD) has been welcomed by the Island's funds sector.
GuernseyFinance
Guernsey-incorporated Market Tech Holdings Limited has raised an additional £200 million on the London Stock Exchange's (LSE) AIM.
GuernseyFinance
By 2020, PwC predicts there will have been a fundamental shift towards alternative investments by many sovereign and public pension funds.
GuernseyFinance
RAW Capital Partners, the Guernsey-based independent boutique asset management company, has launched an alternative lending fund focused on mortgage lending.
GuernseyFinance
Park Square Capital has raised more than double its initial target for the firm's latest Guernsey fund.
GuernseyFinance
The fund will invest in a diversified portfolio of existing UK residential mortgage portfolios that have demonstrated strong performance histories as well as in new portfolios.
GuernseyFinance
Sinéad Leddy discusses a recent KPMG report that showcases Guernsey's role as a facilitator of global capital flows and the benefits that this brings to Europe.
GuernseyFinance
Brooks Macdonald International (BMI) has been granted a Category 1 licence to provide advisory and intermediary services in South Africa by the Financial Services Board (FSB).
GuernseyFinance
Guernsey's capacity to offer substance is a major attraction for asset managers amidst the changing international tax and regulatory standards, according to panellists at the Guernsey Funds Forum 2015.
GuernseyFinance
The event was held in London last week and attracted more than 500 attendees to listen to keynote speaker Guy Hands and two panel sessions.
GuernseyFinance
Private equity firms should go back to the future to deliver on investor demands for Alpha returns, according to Guy Hands.
GuernseyFinance
The awards, held at the Grange Hotel in London in May recognise the best private client advisors and wealth managers in the investment industry.
GuernseyFinance
This transaction follows the launch of three previous successful aircraft funds placed by Nimrod Capital LLP.
GuernseyFinance
Channel Islands fintech business KYCme has won the Wealth Adviser award for most innovative product.
Venable LLP
The window of opportunity to benefit from valuation discounts when transferring assets to family members may be closing very soon.
Proskauer Rose LLP
The August § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.2%, the same as July.
Mayer Brown
If you are considering making gifts of interests in family-owned entities in the United States, then now may be the time to act.
Latest Video
Most Popular Recent Articles
OIL Offshore Incorporations
FATCA refers to provisions contained in the Hiring Incentives to Restore Employment Act (the 'HIRE' Act) signed into law on 18 March 2010 in the United States.
McDermott Will & Emery
FATCA went into effect on July 1, 2014, after numerous delays and multiple rounds of administrative guidance.
Stites & Harbison PLLC
These are interesting years in estate planning for families in the Upper Middle and Lower Upper Classes.
Venable LLP
For many years, the general rule of thumb in estate planning has been that an individual should gift assets during his or her lifetime.
Venable LLP
The window of opportunity to benefit from valuation discounts when transferring assets to family members may be closing very soon.
Proskauer Rose LLP
The August § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.2%, the same as July.
Day Pitney LLP
Have you ever been asked, "are your affairs in order?" Have you wondered what that question really means?
Stites & Harbison PLLC
In that sort of environment, credit shelter trust planning for married couples felt almost mandatory.
GuernseyFinance
Representatives of Guernsey's government, the regulator and industry bodies have been working together to inform EU and EEA authorities of Guernsey's position in the OECD.
Ostrow Reisin Berk & Abrams
A major advantage of current federal tax law is that estate tax exemption "portability" is now permanent.
Article Search Using Filters
Related Topics
Mondaq Advice Center (MACs)
Popular Authors
Popular Contributors
Tools
Font Size:
Translation
Channels
Mondaq on Twitter
Partners