Jersey: 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.

7 Key Drivers Shaping Family Office Decision Making

Since it was initially established back in the 19th century, the concept of the family office has undergone significant evolution.

Jersey Wealth Mgt

JF

Jersey Finance Limited

Jersey Finance Announces Full Speaker Line-Up For Private Wealth Conference

Jersey Finance has announced a number of speakers and panellists for its Private Wealth Conference in London next week.

JF

Jersey Finance Limited

Offshore 'Lifeboat' Trusts For US Persons

In recent months we have seen growing demand in the Channel Islands from Ultra High Net Worth US families and their advisors who are interested in establishing asset protection structures in well regulated 'safe harbour'...

Jersey Wealth Mgt

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Collas Crill

Jersey Funds Law Series: Jersey Private Funds – Key Features

The hugely popular Jersey Private Fund ("JPF") has been a global success story for Jersey since its launch in 2017 following the publication of...

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Walkers

Funds Focus: A Turning Point For Private Asset Management

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Jersey Finance Limited

Why Jersey Is A Strategic Advantage For Alternative Fund Managers

Jersey Commercial

Praxis

Jersey Finance Funds Focus Podcast: A Turning Point For Private Asset Management

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Walkers

Disclosure Of Information And Documents To Beneficiaries Under Jersey Law

Jersey Commercial

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Collas Crill

Setting Aside Transactions Involving Jersey Trusts

Jersey Commercial

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Collas Crill

Setting Up Shop: A New Manager's Guide To Establishing An Investment Management Firm In Jersey

Worldwide Finance

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Walkers

Praxis Returns To Fund Administration In Jersey Following Regulatory Approval

Praxis

Setting Up A Jersey Manager - The Options And Opportunities

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Walkers

Jersey Wins 'IFC Of The Year' At 2025 Citywealth Awards

Jersey Law Performance

JF

Jersey Finance Limited

Jersey Private Fund Regime - Key Requirements And Eligibility

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Walkers

We Talk Banking & Finance Podcast: COBO Framework With Andrea John

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Walkers

Jersey Limited Partnerships

Jersey Commercial

CO

Carey Olsen

Jersey Finance Announces Full Speaker Line-Up For Private Wealth Conference

JF

Jersey Finance Limited

Jersey Finance Conference Highlights The Importance Of Reputational Advantage In Uncertain Times

JF

Jersey Finance Limited

Adjusting The Scope Of Schedule 2

Jersey Criminal

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Walkers

Virtual Asset Evolution: Navigating Opportunities And Challenges For Individual Investors

Nearly half of the global assets under management, totalling $275 trillion, are held by private clients and high-net-worth investors, yet only 16% of this is currently allocated to alternatives.

Jersey Wealth Mgt

JF

Jersey Finance Limited

The Collas Crill Guide To... A Shareholder-Initiated Creditors' Winding Up Of A Jersey Company

Jersey is a popular place to establish an asset holding company. It is well regulated and creditor friendly, and the Companies Law is modern, flexible and modelled on English companies legislation.

Jersey Commercial

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Collas Crill

Digital Horizons: The Future Of Real Asset Tokenisation

Digitalisation is creating a more transparent, efficient and accessible investment environment that is rapidly transforming traditional finance – but just don't call it a revolution, writes Elliot Refson, Head of Funds, Jersey Finance.

JF

Jersey Finance Limited

Conversations With The Next Gen: The Big Picture In Private Wealth – Balancing Trustee Duties In An ESG-driven Environment

It is around 20 years since the term "ESG" was first coined in a UN report, but it is only over more recent years that the concept has gathered significant momentum.

Jersey Wealth Mgt

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Ogier

Conversations With The Next Gen: The Next Big Thing In Private Wealth - The Next Gen And Developing Asset Classes

Jersey Wealth Mgt

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Ogier

Channel Island Wills For Non-Jersey Domiciliaries

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Carey Olsen

Update To The Probate (Jersey) Law 1998 – Probate (Amendment) (Jersey) Law (The PJL)

Jersey Wealth Mgt

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Collas Crill

On The Sofa With... Fast Cars, Fake Art And $300,000 Fish (Podcast)

Worldwide Wealth Mgt

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Collas Crill

(Jersey) Cell Companies

Jersey Commercial

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Walkers

Three Top Tips For Gifting Digital Assets To Charities

Worldwide Family

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Ogier

Succession Planning For Middle Eastern Families – Solutions That Are Fit For A King

Worldwide Wealth Mgt

CC

Collas Crill

An Offshore Perspective: Reservation Of Powers In BVI Trusts

Jersey Commercial

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Collas Crill

Conversations With The Next Gen: Luxury Assets - An Evolving Landscape

Jersey Wealth Mgt

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Ogier

Family Offices Turn To Crypto As Client Demand Grows

Jersey Wealth Mgt

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Ocorian

Succession Planning For Middle Eastern Families – Solutions That Are Fit For A King

In this article Angela reflects on what is a significant period of accelerated growth for Middle Eastern private clients and how business-critical it is for us, as advisors, to adapt or die.

Worldwide Wealth Mgt

CC

Collas Crill

An Offshore Perspective: Reservation Of Powers In BVI Trusts

A 'trust' is a legal relationship which is created by a person (known as a settlor) for the benefit of a person or charity (known as beneficiaries), or for a particular purpose.

Jersey Commercial

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Collas Crill

Conversations With The Next Gen: Luxury Assets - An Evolving Landscape

It is not uncommon for families to hold some form of tangible or luxury assets within their investment portfolios.

Jersey Wealth Mgt

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Ogier

Family Offices Turn To Crypto As Client Demand Grows

New global research* from Ocorian, the specialist global provider of services to high net worth individuals and family offices, financial institutions, asset managers and corporates...

Jersey Wealth Mgt

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Ocorian

Robust Governance And Planned Succession Are Key For African Family Businesses

Jersey Wealth Mgt

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Jersey Finance Limited

Family Offices Buy Into Private Equity – But They Expect Bespoke Service

Family offices have become the go-to wealth management vehicle for wealthy individuals.

Jersey Commercial

JF

Jersey Finance Limited

An Ideal Fit For ESG And Shari'a Compliant Investment

The rapid growth in environmental, social and governance (ESG) and purpose-driven investment is prompting something of a revolution in the wealth management sector.

JF

Jersey Finance Limited

Supporting Private Clients In Asia

In an increasingly uncertain world, wealthy families and individuals need a trusted partner to guide them through the complex challenges that uniquely impact them and their affairs.

Jersey Wealth Mgt

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Ocorian

The Carey Olsen Wealth Protection Podcast Series – Episode 3

We are delighted to share episode 3 in the Carey Olsen wealth protection podcast series.

Jersey Wealth Mgt

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Carey Olsen

At A Glance Guide To Ogier Global Sustainable Investment Consulting

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Ogier

How Private Trusts Can Be Used For Effective Succession Planning (Video)

Jersey Commercial

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Ocorian

Why The Channel Islands Are Jurisdictions Of Choice For Family Offices And Private Wealth Clients

European Union Wealth Mgt

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TMF Group BV

The Family Office: How To Effectively Navigate The Complexities Of A Wealthy Family And Protect Its Capital (Video)

Jersey Wealth Mgt

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Ocorian

The Carey Olsen Wealth Protection Podcast Series – Episode 2

Jersey Wealth Mgt

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Carey Olsen

Introducing The Carey Olsen Wealth Protection Podcast Series

Jersey Wealth Mgt

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Carey Olsen

Trustee Knowledge Series: Masters Paper Two: Family Governance

Jersey Commercial

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Appleby

How Offshore Trusts Can Help Protect Wealth Against Volatility And Attacks

Jersey Wealth Mgt

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Ocorian

Watch Now: Webinar – How To Protect Wealth Against Volatility Through Offshore Trusts (Video)

Worldwide Wealth Mgt

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Ocorian

Case Study: How A Jersey Private Foundation And Family Charter Fixed A HNW Family's Governance Issues

Jersey Wealth Mgt

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Ocorian

Why HNW Middle Eastern Families Are Looking To The Channel Islands For Structuring

Jersey Wealth Mgt

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Ogier

Case Study: How A Jersey Private Foundation And Family Charter Fixed A HNW Family's Governance Issues

Jersey Wealth Mgt

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Ocorian

The Future Of Family Offices

Jersey Commercial

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Ocorian

Jersey's Private Client Landscape: Built On Trust

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Ocorian

Pandemic Precipitates New Era Of Outsourcing

Jersey Wealth Mgt

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Ocorian

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Latest Videos

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Take A Look Back At The Guernsey Private Wealth Forum 2024 (Video)

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Guernsey Finance

Guernsey Private Wealth Forum 2024 - Panel 1 (Video)

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Guernsey Finance

7 Reasons Entrepreneurs Should Consider Offshore TCSPs (Part 2/5) (Video)

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Dixcart Group Limited

The Strengths And Challenges Of A Family Business (Video)

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Shepherd and Wedderburn LLP

Watch Now: Webinar – How To Protect Wealth Against Volatility Through Offshore Trusts (Video)

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Ocorian

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