Bermuda: Wealth & Asset Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.

Podcast: 2026 Outlook: Digital Asset Developments

Appleby lawyers Jerome Wilson, George McCallum and Karim Creary examine Bermuda's evolving digital assets landscape, exploring the jurisdiction's regulatory framework, government collaboration with the Bermuda Monetary Authority...

Bermuda Finance

A

Appleby

Purpose Trusts: Bermuda’s Answer To Modern Asset Structuring

Purpose trusts in Bermuda offer a sophisticated alternative to traditional trust structures by allowing trusts to exist for specific objectives rather than identifiable beneficiaries.

Bermuda Commercial

A

Appleby

Capital Treatment For Bermuda Insurers Investing In Structured Assets

With the rise of insurer investment in alternative capital structures, we explore the two-step analysis required for efficient Bermuda capital treatment.

Bermuda Insurance

W

Walkers

Private Client & Trust MENA Bulletin

In this Bulletin, we offer practical guidance on private wealth structuring tools for HNWIs and their families in the Middle East. Legislative changes in both the Cayman Islands and the British Virgin Islands...

European Union Commercial

C

Conyers

The Trustee Amendment Act 2025 - Bermuda

Bermuda Commercial

CO

Carey Olsen

A Practical Guide To Cayman Islands STAR Trusts For Clients In The Middle East

Bermuda Commercial

C

Conyers

Part 3: The Effect Of Reserved Powers Legislation

Bermuda Commercial

KL

Kennedys Law LLP

Private Wealth And Private Client: Bermuda

A

Appleby

Preserving Wealth In A Bermuda Dynastic Trust

Bermuda Wealth Mgt

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Appleby

Family Wealth Management With Bermuda Trusts

Bermuda Wealth Mgt

C

Conyers

Podcast: Trust And Estate Planning For Digital Assets In Bermuda

Bermuda Wealth Mgt

A

Appleby

Recent Offshore Regulatory Updates In The Fintech And Digital/Virtual Assets Sector

Worldwide Finance

CO

Carey Olsen

Digital Assets In Bermuda – Unpacking The Proportionality Principle

Bermuda Wealth Mgt

A

Appleby

Important Bermuda Judgment On The Role Of Protectors In Offshore Trusts

Bermuda Commercial

CO

Carey Olsen

Bermuda: Nurturing Digital Development

Bermuda Finance

CO

Carey Olsen

Guide To Mergers & Acquisitions (M&A) In Bermuda 2026

Bermuda Commercial

A

Appleby

Making Collateralised Fund Obligations (CFOs) And Rated Note Feeders (RNFs) Attractive To Offshore Reinsurers

Bermuda Insurance

W

Walkers

Fraud, Asset Tracing And Recovery 2026 - Bermuda (Commercial Dispute Resolution, CDR)

Bermuda Litigation

CO

Carey Olsen

The Offshore Hub For Prediction Markets

Bermuda Finance

W

Walkers

It's About Time: Bermuda's Approach To The Rule Against Perpetuities

For how long should the dead be able to exert control, from beyond the grave, over the living? This question has arisen in the context of the "rule against perpetuities"...

Bermuda Wealth Mgt

C

Conyers

Trusts And Private Wealth 2021 - Carey Olsen Bermuda Limited

This guide to Bermuda's private client sector includes commentary on tax, trusts, foundations and private wealth structures used within the jurisdiction, including charitable or philanthropic...

Bermuda Commercial

CO

Carey Olsen

Bermuda Finance 2020-21: Roundtable - Banking, Funds & Asset Management

Sarah was joined by nine other leaders in the banking, funds and asset management industry in the virtual debate.

Bermuda Wealth Mgt

W

Walkers

Looking For All The Benefits Of Island Life, In A Safe, Sophisticated Setting?

While recent events have put a temporary halt on global mobility, as the pandemic dissipates it seems likely that there will be increasing interest from high-net-worth individuals and their families in having their primary or secondary residence in an offshore location.

Bermuda Wealth Mgt

C

Conyers

Offshore Trusts – Options For HNWIs

Bermuda Wealth Mgt

C

Conyers

A Family Office By The Sea: Why Bermuda And Cayman Beckon

Bermuda Wealth Mgt

C

Conyers

A Regulatory Update And Fund Structure Primer

Bermuda Finance

W

Walkers

Private Client & Trust Bulletin April 2020

Worldwide Wealth Mgt

C

Conyers

A Flexible Approach To Funds And Asset Management

Bermuda Wealth Mgt

KL

Kennedys Law LLP

Navigating Change And Charting The Course For The Future

Bermuda Wealth Mgt

C

Conyers

Chambers Private Wealth 2019: Bermuda (2019)

Bermuda Wealth Mgt

C

Conyers

High Praise For Carey Olsen In 2019 Edition Of Chambers High Net Worth

Bermuda Wealth Mgt

CO

Carey Olsen

Carey Olsen On Offshore Shortlist Of Three For Chambers High Net Worth Awards 2019

Bermuda Wealth Mgt

CO

Carey Olsen

A Guide To Family Office Services In Bermuda

Bermuda Wealth Mgt

CO

Carey Olsen

Chambers Private Wealth 2019: Bermuda (2019)

In Bermuda there is no income or profits tax, withholding tax, capital gains tax, capital transfer tax or inheritance tax.

Bermuda Wealth Mgt

C

Conyers

High Praise For Carey Olsen In 2019 Edition Of Chambers High Net Worth

Carey Olsen Bermuda partner Keith Robinson, who is head of the firm's trusts and private wealth practice, is one of only two lawyers in Bermuda to be ranked in Band 1.

Bermuda Wealth Mgt

CO

Carey Olsen

Carey Olsen On Offshore Shortlist Of Three For Chambers High Net Worth Awards 2019

Finalists for the awards, which celebrate legal excellence in the world of private wealth, are selected by the highly regarded legal directory's specialist research team and follow the recent publication of the 2019 edition of the Chambers and Partners High Net Worth guide.

Bermuda Wealth Mgt

CO

Carey Olsen

A Guide To Family Office Services In Bermuda

Bermuda continues to be a preferred jurisdiction in which to establish and maintain family offices. Bermuda's regulatory regime carefully balances privacy with the objective of ensuring appropriate

Bermuda Wealth Mgt

CO

Carey Olsen

Trusts And The Issues Around Digital Assets

Bermuda Technology

A

Appleby

Bermuda's Economic Substance Legislation

The Bermuda Government has passed legislation, with effect from 31 December 2018, requiring relevant entities based in Bermuda to comply with certain obligations in regard to economic substance in the jurisdiction.

Bermuda Finance

C

Conyers

Bermuda Lodges Legislation To Introduce Substance Requirements And To Improve Investment Funds Regulatory Regime

The government of Bermuda has published the Economic Substance Act 2018 (the "ESA"). The ESA, once adopted, is intended to meet the commitment made by Bermuda to address certain concerns raised

Bermuda Finance

CO

Carey Olsen

The Value Of An Enduring Power Of Attorney

Individuals young and old should carefully consider what would happen to them if they were to become mentally or physically unable to handle their personal and/or business affairs.

A

Appleby

Chambers Private Wealth 2019: Bermuda

There is no inheritance or capital transfer tax in Bermuda.

Bermuda Wealth Mgt

C

Conyers

Bermuda: A Strong Choice For Private Equity Funds

Bermuda Commercial

C

Conyers

An Ever-Shifting Landscape

Bermuda Wealth Mgt

A

Appleby

An Overview Of Digital Asset Legislation

Bermuda Wealth Mgt

A

Appleby

Bermuda Restructuring Options Remain Strong, International Trusts Forum Told

Bermuda Wealth Mgt

CO

Carey Olsen

UBO Register Of Trusts The EU's 5th Anti-Money Laundering Directive

European Union Wealth Mgt

A

Appleby

Fund Finance 2018 Bermuda Chapter

Bermuda Wealth Mgt

A

Appleby

"Gimme Shelter" - Offshore Asset Protection Trusts And Firewall And Fraudulent Transfer Legislation

Bermuda Wealth Mgt

A

Appleby

Myth #33: Is It Really Finders' Keepers In The World Of Discovered Treasure?

Bermuda Wealth Mgt

MD

Marshall Diel & Myers

New Exemptions For Fund Managers

Bermuda Wealth Mgt

A

Appleby

Letter From Paradise: Insurance Risks And Reputations In The Offshore World

Bermuda Wealth Mgt

KL

Kennedys Law LLP

Asset & Wealth Management Revolution: Embracing Exponential Change

Bermuda Wealth Mgt

P

PwC

Public V Private UBO Trust Registers - The EU Decides

European Union Wealth Mgt

A

Appleby

Setting Sail For Bermuda

Bermuda Wealth Mgt

C

Conyers

The Asset Management Landscape In Bermuda

Bermuda Wealth Mgt

A

Appleby

Deal Protections: Market Practice Analysis

Bermuda Wealth Mgt

A

Appleby

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Latest Videos

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Sanford Heisler Sharp McKnight

Ten Minute Interview: Protective Trusts (Video)

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Foley & Lardner

Bahamas Global Wealth Summit 2025 Recap (Video)

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Bahamas Financial Services Board

Non-Financial Misconduct Miniseries: Episode 1 - Navigating the FCA's Regulatory Framework (Podcast)

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Ropes & Gray LLP

College Financial Planning With Jack Wang (Video)

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Offit Kurman

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