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Searching Content from Jersey indexed under Wealth Management ordered by Published Date Descending.
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1
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
2
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
3
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
4
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
5
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
6
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
7
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
8
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
9
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
10
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
11
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
12
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
13
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
14
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
15
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
16
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
17
Market Trends In Offshore Relocations To The Channel Islands For HNWs And Businesses
Leading a team of specialists in both HNW and business relocations across BVI, Cayman, Guernsey, Jersey and Luxembourg, Ogier partner Jonathan Hughes has a unique perspective on trends and factors ...
Jersey
28 Jan 2019
18
Ogier Acts For Korean Investment Manager On Its £120 Million Acquisition Of Cannon Green, London
The building has recently undergone an extensive internal and external refurbishment including the creation of a remodelled reception podium.
Jersey
24 Jan 2019
19
Jersey Introduces LLC Legislation
The Limited Liability Companies (LLC) Law is expected to come into force in early 2019 and is designed to allow fund managers and investors to use a LLC structure which they will be familiar with from the US and certain other international finance centres.
Jersey
22 Jan 2019
20
Time For Islanders To Use New Law To Record Wishes About Assets And Care
January is the traditional time of year for writing or updating your will, but Islanders should also consider a LPA to record their wishes about their assets and personal care should they lose mental capacity.
Jersey
9 Jan 2019
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