Foundations

A study by Jersey Finance into Islamic HNWIs has shown an active interest in ESG and ethics in making financial decisions

As we emerge from one of the strangest periods in living memory, Collas Crill partner Angela Calnan reflects on the key drivers behind the recent surge in her work in establishing succession planning structures for internationally mobile families

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?

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

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

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...

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...

Jersey Finance, in conjunction with Durrell Wildlife Conservation Trust, is launching a new initiative aimed at protecting wildlife and ‘rewilding’ ecosystems around the world

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.”

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...