Wealth Management Law

Guernsey Finance serves as the official promotional body for Guernsey's international finance sector, operating as a collaborative initiative between government and industry stakeholders. The organization works to enhance Guernsey's global reputation and facilitate connections within the international financial services community.

Guernsey Finance serves as the official promotional body for Guernsey's international finance sector, operating as a collaborative initiative between government and industry stakeholders. The organization works to enhance Guernsey's global reputation and facilitate connections within the international financial services community.

The first panel of the event, titled "Flexible fund structuring", explored the relevance of Guernsey’s different fund structures, showcasing how the island’s agility and broad expertise support innovative approaches...

Guernsey Finance serves as the official promotional body for Guernsey's international finance sector, operating as a collaborative initiative between government and industry stakeholders. The organization works to enhance Guernsey's global reputation and facilitate connections within the international financial services community.

One year after Jersey introduced significant enhancements to its Jersey Private Fund (JPF) regime, the market is already demonstrating the value of those changes. In the latest Market Moves video, Peggy Gielen, Senior Legal and Technical Manager at Jersey Finance, is joined by Matt McManus, Partner at Ogier, and Arindam Madhuryya, Partner at Carey Olsen, to reflect on how the enhancements have strengthened Jersey's position as a leading jurisdiction for private capital.

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 UK government has introduced significant changes to trust registration requirements, affecting both the Trust Registration Service and the Register of Overseas Entities. These new rules expand registration obligations for overseas trusts holding UK land while providing exemptions for certain low-value trusts, requiring trustees to review their compliance status and take action by specified deadlines.

Sentient International, a boutique trust and corporate service provider in the Isle of Man, is seeking a Senior Company and Trust Administrator to manage luxury asset structures including superyachts, aircraft, and helicopters. This role offers the opportunity to work in a people-centered environment that values work-life balance while handling complex international corporate and trust administration for high-net-worth clients.

You'll find the answer to this question in a recent episode of ‘The Long-Short' podcast, produced by the Alternative Investment Management Association (AIMA), featuring Jersey Finance's Head of Funds, Elliot Refson.

The FCA has ended its grace period for Consumer Duty compliance and is now actively using supervisory and enforcement powers to ensure firms deliver good consumer outcomes. With 11 open investigations spanning insurance, pensions, wealth management, and other sectors, plus 382 supervisory interventions in the last financial year, regulators are scrutinizing whether firms have truly embedded Consumer Duty frameworks into their operations. Fair value assessments, vulnerability support, and outcomes monitoring

Jersey has fundamentally reformed its High Value Residency framework by replacing the longstanding Article 2(1)(e) route with a new statutory pathway to Entitled status based on economic or social benefit. The revised Control of Housing and Work regime establishes a Housing and Work Control Panel to assess applications from internationally-mobile entrepreneurs, investors, and family offices seeking Island residence.

A postnuptial agreement is an agreement made after a couple has married or entered into a civil partnership. It sets out how they intend their finances and assets to be treated if their relationship later ends. Postnuptial agreements can address many of the same issues as prenuptial agreements, including property, business interests, investments, pensions, inherited wealth and other financial assets. The key difference is timing: a prenuptial agreement is made before marriage or civil partnership, while a postnuptial agreement is made afterwards.