Mondaq All Regions: Wealth Management
Lennox Paton
Since 2001, international organisations such as FATF have pressured offshore financial centres like the Bahamas to pass legislation to increase transparency within our financial services sector.
Clark Wilson LLP
The recent Ontario Court of Appeal decision in Quaggiotto v Quaggiotto, 2019 ONCA 107 ("Quaggiotto") helps to clarify the level of knowledge courts expect a will-maker
Watson Goepel LLP
The use of trusts and other vehicles for business and asset protection purposes is a long-standing practice.
Labuan IBFC Inc
纳闽国际商业金融中心走在国际跨辖区财富规划的最前沿,为高净值人士提供了丰富的传统及伊斯兰形式的财 富创造和财富保值结构。
Xenios L. Xenopoulos LLC
Cyprus is and has been for many years now an established International Business and Financial Centre because of the incentives, the good infrastructure, and its considerably extensive network of Double Tax Treaties.
Ogier
Guernsey's fiduciary companies continue to win substantive mandates for new private wealth structures, and a growing stream of new business is coming from the Middle East.
Walkers
Ireland Cross-Border Fund Distribution.
Giambrone & Partners
The lure of southern Italy has just got that much greater for those people thinking of retiring to somewhere in the sun.
Labuan IBFC Inc
马来西亚纳闽国际商业金融中心 (纳闽 IBFC) 通过我们国际公认的商业友好的法律框架,是亚洲首选的国际商业 金融中心。纳闽国际商业金融中心成&#
Appleby
This article provides an analysis of the likelihood of enforcing foreign judgments against foreign parties before the Mauritian Supreme Court.
CNPLaw LLP
Family offices are legal entities that carry out the administration and management of assets and investments of UHNW individuals or families for the purposes of capital preservation, succession planning and managing investments.
BCL Solicitors LLP
An increasing number of people are finding themselves on the receiving end of summary forfeiture proceedings in the magistrates' court ...
STA Law Firm
The Dubai International Financial Center entered into an agreement with Dubai Healthcare City Authority to ensure the utilisation of the services of the newly established Special Complaints Referral Centre.
Cadwalader, Wickersham & Taft LLP
The SEC named Adam S. Aderton as the new co-chief of the Asset Management Unit's Enforcement Division. Mr. Aderton, who replaces Anthony Kelly, will share the position with Dabney O'Riordan.
Ropes & Gray LLP
Well, the executive order is primarily intended to promote private investment in domestic energy infrastructure and its broader then just these retirement issues.
Proskauer Rose LLP
The April § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, which is a decrease from the March rate of 3.2%.
Maples Group
Recent changes to US tax legislation regarding the audit process for partnerships have important implications for CLO managers ...
Mayer Brown
If you are reading this today, on April 1, and you have a December 31 fiscal year end, then you have survived your annual Form ADV amendment. Congratulations!
Ostrow Reisin Berk & Abrams
According to the Wall Street Journal, cash was the best performing asset class in 2018. However, many investors shy away from cash investments, such as Treasury bills, money market funds and savings accounts.
Eisner Amper
With Brexit looming, U.S. asset managers should be preparing themselves for an overhaul in the way U.K. and E.U. regulation and legislation affects their future.
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McCarthy Tétrault LLP
Late last week, the NYAG filed a law suit in the Supreme Court of the State of New York against Exxon alleging that Exxon violated, among other things, the securities fraud provisions of a 1921 New York statute...
Clark Wilson LLP
The case of Gully v Gully, 2018 BCSC 1590 provides useful insight on a peril of putting property into joint tenancy. The decision illustrates the importance of considering the financial status...
Skadden, Arps, Slate, Meagher & Flom (UK) LLP
Issuers of bonds governed by New York law indentures – the instrument containing the rights and obligations of the issuer, the trustee for the bondholders and the noteholders under the bonds
Collins Barrow National Incorporated
The single tax measure introduced in the 2018 fall economic update was accelerated capital cost allowance for eligible property.
Watson Goepel LLP
The use of trusts and other vehicles for business and asset protection purposes is a long-standing practice.
Mayer Brown
Investment consultancy and fiduciary management new requirements for UK pension scheme trustees and service providers
Clark Wilson LLP
The recent Ontario Court of Appeal decision in Quaggiotto v Quaggiotto, 2019 ONCA 107 ("Quaggiotto") helps to clarify the level of knowledge courts expect a will-maker
Collins Barrow National Incorporated
In Canada, corporations may claim a small business deduction on their corporate tax returns, effectively reducing the corporate tax rate on the first $500,0001 of taxable income from active business income.
Norton Rose Fulbright Canada LLP
Merger and acquisition activities in 2018 in the asset and wealth management sector logged a total of 140 deals, up 5% from last year.
Norton Rose Fulbright Canada LLP
Intangible assets are the non-monetary, non-physical assets of a business, including its rights, goodwill, overarching brand, and other intellectual property (IP) ...
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