Guernsey: Wealth & Asset Management

Passion assets such as art, yachts, and fine wine present unique challenges for high-net-worth individuals, requiring careful balance between personal enjoyment and prudent wealth management. This article explores how ownership structures like trusts and foundations can address the complexities of storage, insurance, cross-border movement, and succession planning while preserving both financial value and family legacy. As generational wealth transfer accelerates and digital innovation reshapes luxury asset

Aaron Russell-Davison examines the resurgence of activity across the Middle East and its implications for Guernsey's established regional partnerships. As families navigate evolving wealth dynamics, he analyzes emerging patterns in succession planning, governance frameworks, and the restructuring of international wealth arrangements.

The Fund Foundry, Guernsey's industry-backed programme, is now accepting applications from first-time and emerging fund managers seeking to launch institutional investment funds. The initiative offers substantial financial support, mentoring, and access to Guernsey's funds ecosystem to help reduce the barriers faced by new managers entering the market. With backing from the island's funds industry and no programme fees or equity requirements, the programme represents a collaborative effort to support the ne

Yacht ownership is shifting from a leisure pursuit to a strategic asset within family office and private wealth planning. The shift is driven by broader trends, including increased global mobility, remote working and growing expectations around how significant assets contribute to long-term value.

In an increasingly interconnected global economy, South African investors, promoters and managers are aware of the importance of offshore investment structures to optimise wealth holding...

One of the things I enjoy most about my role is its variety – no two days are the same. The work is dynamic, often complex, and always rewarding.

If you're selling UK property owned by a Guernsey company, HM Land Registry will likely require a legal opinion, commonly known as a TR1 legal opinion, from Guernsey lawyers before registering the conveyance.

The use of Guernsey umbrella structures for both regulated and unregulated investment structures has seen a notable rise over the past 18 months.

As China's private enterprises mature and their founders age, the question of how to pass on both wealth and values to the next generation is a growing priority for Chinese family businesses.