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Wealth Mgt
Carey Olsen
Trusts and foundations are both effective vehicles for asset protection, succession planning and charitable endeavours.
William Fry
Welcome to the September edition of our Asset Management & Investment Funds Update.
Arthur Cox
In December 2020, amendments to the Irish Investment Limited Partnerships legislation were enacted to reflect changes needed to update this legislation with features in other Irish structures
Arthur Cox
At the start of the lockdown in March 2020 our Asset Management and Investment Funds Team initiated regular webinars to keep in touch with our clients, the director community and contacts.
In the final video of this quarter's series focusing on legal and regulatory developments in the funds industry during Q1, partner and head of our Irish Asset Management and Investment Funds team...
Arthur Cox
At the start of the lockdown in March 2020 our Asset Management and Investment Funds Team initiated regular webinars to keep in touch with our clients, the director community and our contacts.
William Fry
1 January 2022 is the next key compliance deadline for funds and fund managers under the EU Sustainable Finance Disclosures Regulation (SFDR). It is also the scheduled effective date of SFDR Level 2
Dillon Eustace
The Central Bank of Ireland (the "CBI") has published, CP140, which seeks views from interested stakeholders on the CBI's proposed Cross Industry Guidance on Operational Resilience.
Outsourcing is an often-cited word in the context of managing private client wealth. The role that third-party advisers and administrative partners can play has rapidly grown,...
Pekin Bayar Mizrahi
Regulation on Establishment and Activities of Asset Management Companies and Receivables to be Acquired (‘Regulation') has been published in the Official Gazette numbered 31541 and ...
Wedlake Bell
Examine the opportunities and challenges arising from a pandemic world with a particular focus on those business personnel who may have found themselves in the wrong jurisdiction and how that might affect their personal taxation and corporate profits whether investing or trading.
Wedlake Bell
Over the last ten years, it has become increasingly common for families with significant wealth to use a business structure to centralise and manage the family's assets, employing staff to advise on investment, tax, trusts, ...
The Global Elite will host the Private Client UK Exchange in Berkshire. The Exchange will include two half-days of roundtables and panels featuring leading industry advisors and networking opportunities.
Bryan Cave Leighton Paisner LLP
The FCA has published its much-anticipated consultation (CP21/17) on climate-related financial disclosures and guidance for UK asset managers, UK life insurers and FCA-regulated pension providers.
Moon Beever
Making a will when you are close to death and without professional assistance is an effective means of fostering dispute between your loved ones after you are gone.
Shepherd and Wedderburn LLP
Shepherd and Wedderburn has supported financial planning and wealth management business Advanta Wealth, based in Glasgow and London, with the next stage of its growth plans.
Dixcart Group Limited
This webinar focuses on the use of Isle of Man Foundations in international wealth planning and how this traditionally civil law vehicle can benefit you and your clients.
Dixcart Group Limited
This is the second in a three-part series we have produced on Foundations, building up to a webinar hosted by experts who can help you to meet your clients' needs.
Dixcart Group Limited
This Article begins by reviewing a number of generic reasons to use a foundation and then considers the specific characteristics and benefits that can be provided by a Malta foundation.
Dixcart Group Limited
Following consultation with industry in 2020, the Guernsey Financial Services Commission (GFSC) has updated its Private Investment Fund Regime (PIF), to expand the available PIF options.
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