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GuernseyFinance
There needs to be ‘real intention' behind decisions about impact investing and ‘bold leadership' is required in the private wealth sector, panellists agreed at WE ARE GUERNSEY's Private Wealth Forum.
Jersey
Ogier
Jersey and Guernsey have been ranked within the four most favoured jurisdictions by advisers to Middle Eastern families seeking wealth management and succession solutions outside the region. Why is this?
Ocorian
As a family's wealth increases and its members become increasingly globalised, Lynda O'Mahoney demonstrates how an experienced private wealth service provider can support a family to protect...
UK
Giambrone & Partners
Globalisation is expanding in many directions, not just in the commercial sector, individuals also recognise the benefits of a global portfolio. It is becoming increasingly common for British nationals to...
Russell-Cooke Solicitors
Families are complex entities. They are an interconnected web of personal relationships and economic interests that result in affection, bargaining, and sometimes hostility often in equal measure and sometimes simultaneously.
Dixcart Group Limited
Each of the Dixcart offices has an Asset Protection and Trust Team, providing a variety of wealth management services as detailed below.
Russell-Cooke Solicitors
Wealth and responsibility do, in many ways, go hand in hand. Indeed, wealthy families are not so very different from any other family, with a 'biological' responsibility centred on health...
BCL Solicitors LLP
Confiscation law can be hard to understand, even for lawyers.
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, ...
Ogier
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.
Knights
Wealth protection is just as important as the creation of wealth and will safeguard both you and your family's futures.
Ocorian
Nick Cawley, Regional Head of UK/Ireland and Global Private Clients Service Line Leader, highlights four ways in which wealth providers and their clients can minimise the challenges involved in inter-generational wealth transfer.
Ropes & Gray LLP
The transition away from LIBOR took a major step forward on March 5, 2021, with announcements by the U.K. Financial Conduct Authority (FCA) and ICE Benchmark...
Ocorian
Executive Directors, Richard Joynt and Amy Collins examine the correlation between a family office life cycle and a wealthy family's life cycle.
Worldwide
Dixcart Group Limited
This webinar will consider the recent economic trends that have had the greatest impact on high net worth individuals, during the past year.
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.
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