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Wealth Management Law

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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.

Travers Smith's Alternative Insights: Are Pooled Investment Funds On Their Way Out? (Podcast)

Tokenisation will reshape funds: The UK is stepping up its efforts to help the fund management industry to tokenise funds, ultimately promising bespoke portfolios and efficiency gains...

United Kingdom Wealth Mgt

TS

Travers Smith LLP

Inside The Guernsey Private Wealth Forum 2025 (Video)

Taking place in London, the event presented unique insights into the world of "new" wealth management and the challenges within the "emerging" industries of tech, sport, social media and entertainment.

Guernsey Wealth Mgt

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Guernsey Finance

FCA Sets Out T+1 Settlement Expectations For UK Asset Managers And Alternative Firms

On 23 October 2025, the Financial Conduct Authority (FCA) published a letter directed at firms within its Asset Management and Alternative Firms portfolio, setting out expectations...

United Kingdom Wealth Mgt

KM

Katten Muchin Rosenman LLP

Structuring Success: How To Support The Next Gen Of Wealth Creators

Wealth management is entering a new era, shaped by demographic change, market volatility and rising scrutiny.

Guernsey Wealth Mgt

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Walkers

Without Notice Applications: Full And Frank Disclosure After Astor v Pliego

United Kingdom Wealth Mgt

Gardner Leader

Benefits Of Using Jersey As A Domicile For Funds And Private Investment Structures

Jersey Wealth Mgt

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Walkers

The Entrepreneur's Guide To Preserving Generational Wealth

Guernsey Wealth Mgt

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Guernsey Finance

Bridging Worlds: How Digital Assets Are Driving New Wealth Creators

Guernsey Wealth Mgt

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Guernsey Finance

Structuring Success: How To Support The Next Gen Of Wealth Creators

Guernsey Wealth Mgt

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Guernsey Finance

Guernsey Private Wealth Forum 2025 - Panel 1 (Video)

Guernsey Wealth Mgt

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Guernsey Finance

Guernsey Private Wealth Forum 2025 - Panel 2 (Video)

Guernsey Wealth Mgt

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Guernsey Finance

Guernsey Private Wealth Forum Identifies Education And Communication As The Key To Supporting The Next Generation Of Wealth Creators

Guernsey Wealth Mgt

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Guernsey Finance

Lowering Barriers, Lifting Potential: Guernsey's Next Step In Private Investment Fund Innovation

Guernsey Wealth Mgt

W

Walkers

Why Guernsey For Private Wealth?

Guernsey Wealth Mgt

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Guernsey Finance

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Webinars

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Recorded on 9 Jul 2025 | 2:00 PM

Digital Assets – Innovation vs Compliance: Emerging Offshore Jurisdictional Trends – How Legal Advisers' Roles Will Change

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Walkers

Recorded on 24 Jun 2025 | 3:00 PM

(2nd Session) 2025 Global In-House Counsel Survey Report: Unique Insights into the Global In-House Counsel Profession

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In-House Counsel Worldwide

Recorded on 24 Jun 2025 | 9:00 AM

(1st Session) 2025 Global In-House Counsel Survey Report: Unique Insights into the Global In-House Counsel Profession

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In-House Counsel Worldwide

Recorded on 30 Apr 2025 | 2:00 PM

Mondaq | 2025 Law Firm Data Landscape Report

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Mondaq

Related Country Guides

Offshore Banking

Offshore Discretionary Trusts: The What, How And Why

Trusts offer a tried and tested fiscal vehicle for those seeking to split the legal title and equitable rights to defined assets for specific purpose.

Worldwide Commercial

DG

Dixcart Group Limited

Redomiciling Your Company To The Isle Of Man

Global mobility and the portability of Corporate Structures has become increasingly important to Clients and their Advisers, who often move corporate entities from one jurisdiction to another.

Worldwide Wealth Mgt

DG

Dixcart Group Limited

What Is An Isle Of Man 2006 Act Company?

The Isle of Man Companies Act 2006 (CA 2006) introduced what is commonly referred to as the New Manx Vehicle (NMV). Companies incorporated under the Isle of Man Companies Act 2006 provide a more modern and dynamic form of corporate entity ...

Worldwide Wealth Mgt

DG

Dixcart Group Limited

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

Worldwide Wealth Mgt

DG

Dixcart Group Limited

A First-Choice Jurisdiction For Non-EU Superyacht Owners

Worldwide Transport

DG

Dixcart Group Limited

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

Worldwide Wealth Mgt

DG

Dixcart Group Limited

Qatar, Bribery, FIFA And The World Cup

Worldwide Criminal

RR

Rahman Ravelli Solicitors

We Talk Banking & Finance Podcast - Looking Ahead To 2022 - Key Offshore Banking And Finance Trends With Walkers Group Partner Jon Le Rossignol

W

Walkers

GFSC: Fit And Proper Guidance

Guernsey Finance

CO

Carey Olsen

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Offshore Company Formation

Jersey Company Formation Guide (Video)

Jersey's strategic position as a leading offshore financial centre is the result of decades of deliberate legislative development, prudent regulation, and a consistent commitment to economic integrity.

United Kingdom Wealth Mgt

CA

Cavenwell Group

Why Jersey Is A Strategic Advantage For Alternative Fund Managers

With appetite for private equity, private debt, venture capital and real assets showing no signs of slowing, fund managers face a critical early decision: where to domicile.

Jersey Commercial

Praxis

The Third Generation Challenge: Practical Strategies For The Modern Wealth-owning Family

As wealth becomes more global and family structures more complex, preserving it beyond the third generation is no longer just a matter of good governance, requiring a deeper understanding of family dynamics.

Guernsey Family

Praxis

Praxis Returns To Fund Administration In Jersey Following Regulatory Approval

Praxis

Offshore Trust Disputes 2024: The Year That Was

Worldwide Wealth Mgt

CC

Collas Crill

Praxis Adds New 21.12 Superyacht To Its Fleet

Guernsey Wealth Mgt

Praxis

Offshore Discretionary Trusts: The What, How And Why

Worldwide Commercial

DG

Dixcart Group Limited

Government Steps To Secure UK Supply Chains

United Kingdom Wealth Mgt

IG

IR Global

Redomiciling Your Company To The Isle Of Man

Worldwide Wealth Mgt

DG

Dixcart Group Limited

See more

Wealth & Asset Management

Travers Smith's Alternative Insights: Are Pooled Investment Funds On Their Way Out? (Podcast)

Tokenisation will reshape funds: The UK is stepping up its efforts to help the fund management industry to tokenise funds, ultimately promising bespoke portfolios and efficiency gains...

United Kingdom Wealth Mgt

TS

Travers Smith LLP

Why Are Family Offices Relocating To The Isle Of Man?

Each Family Office is as unique as the Ultra-High-Net-Worth (UHNW) family it represents.

Isle of Man Commercial

DG

Dixcart Group Limited

Case Study: Navigating The UK's Inheritance Tax Challenges

In this scenario, an international private client, let's call him John, a UK resident in his early 70s and a widower, found himself confronted with a substantial Inheritance Tax (IHT) bill.

United Kingdom Commercial

DG

Dixcart Group Limited

A Transitional Moment For Jersey's Funds Industry

JF

Jersey Finance Limited

FCA Review On Consolidation In The Financial Advice And Wealth Management Sector

United Kingdom Commercial

PR

Proskauer Rose LLP

Inside The Guernsey Private Wealth Forum 2025 (Video)

Guernsey Wealth Mgt

G

Guernsey Finance

FCA Sets Out T+1 Settlement Expectations For UK Asset Managers And Alternative Firms

United Kingdom Wealth Mgt

KM

Katten Muchin Rosenman LLP

Structuring Success: How To Support The Next Gen Of Wealth Creators

Guernsey Wealth Mgt

W

Walkers

Assets In The UK And Inheritance Tax – Planning Opportunities Available For Certain Individuals

DG

Dixcart Group Limited

See more

Offshore Financial Centres

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

International finance centres (IFCs) and cross-border financial services providers have both an opportunity and an obligation to build confidence in global markets in the face of societal tensions, geopolitical shifts and digital disruption...

JF

Jersey Finance Limited

Why Jersey Is A Strategic Advantage For Alternative Fund Managers

With appetite for private equity, private debt, venture capital and real assets showing no signs of slowing, fund managers face a critical early decision: where to domicile.

Jersey Commercial

Praxis

Praxis Returns To Fund Administration In Jersey Following Regulatory Approval

Praxis, an independent global provider of corporate services and private wealth solutions, has re-entered the Jersey fund administration market after securing its Jersey Fund Services Business Licence (FSB Licence).

Praxis

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

Jersey Law Performance

JF

Jersey Finance Limited

Forty Years Of Trust Excellence In Jersey - And Counting

Guernsey Wealth Mgt

Praxis

Unlocking Growth: How Equity Incentive Plans Drive Success In Growing Corporations

Worldwide Wealth Mgt

DG

Dixcart Group Limited

UK Financial Insights From Katten | Issue 13

United Kingdom Finance

KM

Katten Muchin Rosenman LLP

Isle Of Man Trust Basics: The Three Certainties

Isle of Man Wealth Mgt

DG

Dixcart Group Limited

Isle Of Man Private Foundations Overview

Isle of Man Commercial

DG

Dixcart Group Limited

See more

Latest Videos

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Inside The Guernsey Private Wealth Forum 2025 (Video)

G

Guernsey Finance

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

DG

Dixcart Group Limited

Power Of Attorney In Scotland: Why, Who And When? (Video)

Sa

Shepherd and Wedderburn LLP

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

O

Ocorian

The Cost Of A Sophisticated Family Office (Video)

WL

Withers LLP

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