Foundations
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on 09/09/2021
As an ESG investment revolution gathers pace, trustees are increasingly being asked by settlors and beneficiaries to take into account factors such as climate change or to exclude certain industries when investing trust assets. What challenges does this present for trustees of private family trusts?
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News Team on 29/07/2021
Rothschild & Co is set to open a new wealth management branch in Madrid focused on ultra-high net worth families, entrepreneurs, charities and foundations, a move the bank says marks a further step in its pan-European strategy
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on 05/07/2021
Every industry has seen sharp changes over the last year and a half due to the pandemic, but the wealth sector in particular has seen a major shift with the generational wealth transfer timeline shortening significantly
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on 30/06/2021
It is always incumbent on trustees and advisory boards to ensure that any trust structure is serving a useful purpose. At some point it may also be appropriate to consider whether a trust has come to the end of its useful life...
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on 22/02/2021
In the last twenty years or so of offshore financial services, conversations with clients about succession planning and wealth transfer haven’t changed very much but the toolbox of solutions has expanded exponentially in that time...
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News Team on 22/01/2021
Jersey Finance, in conjunction with Durrell Wildlife Conservation Trust, is launching a new initiative aimed at protecting wildlife and ‘rewilding’ ecosystems around the world
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Will Sidery on 15/12/2020
Speaking at the 2020 Jersey Finance Private Wealth conference, Joe Moynihan, chief executive of the promotional body explained that for the island, like the rest of the world, 2020 has been an “exceptional year” during which the island’s financial sector had witnessed the “the devastating effect of the pandemic.”
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on 09/11/2020
In an article taken from Ocorian's Guide to Family Offices, executive director and author of the guide, Richard Joynt shines a spotlight on the reasons why the diverse array of businesses falling under the umbrella of 'family office' have surged in number in recent years...
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News Team on 27/10/2020
Over 70 percent of ultra high net worth (UHNW) families have leadership structures in place, says international family office Stonehage Fleming
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on 07/10/2020
Impact investing has attracted increasing attention in recent years from socially conscious investors looking to build wealth while creating concrete social or environmental benefits....
- Charles Russell Speechlys promotes former Top 35 Under 35 to partner
- 2023 NextGen Leader one of four new partners at Farrer & Co
- Ocorian bolsters private client division with senior appointments in latest promotion round
- Ludlow Trust acquires C Hoare & Co’s UK trust business
- JTC to acquire JPMorgan trust subsidiary
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