Managers of Wealth Offshore

Staggering Level of Generational Wealth Transfer Leading up to 2030

Over the next decade, almost a quarter of this population will transfer more than $18 trillion in wealth, a sum greater than China’s annual GDP in 2020.

Carey Olsen's Anthony McKenzie shares 2022 outlook

"We expect the investors in the region will continue to allocate investment capital to alternatives," said Anthony.

Conversations in Wealth Management | an interview with Brewin Dolphin’s Gareth Johnson

This was a brilliant team effort including the team at Brewin Dolphin and the team at Maitland.

Plan to tax the super-rich needs further study, economists say

Finance Secretary Carlos G. Dominguez III has said that the proposal could trigger aggressive tax avoidance schemes and drive investment out of the country.

Four key factors will shape global funds industry

Four key themes dominated the two panel sessions – technology, people, the impact of Covid and climate change.

Luxembourg – set to modernise securitisation

In recent years this popularity has been boosted by a clampdown on some offshore jurisdictions and increasing international regulation of alternative investments, including private equity.

EY named as ESG leader nationally

“This allows us to harness the global experience and learnings from our colleagues to support local businesses with their ESG transformations.”

Bermuda life re/insurers assets pass $665bn

BILTIR celebrates its tenth anniversary this year.

Maltese businesses are embracing Internet of Things, survey suggests

The report aims to shed light on how IoT is paving the way for businesses to redefine the way they manufacture or design products, optimise processes and enable enhanced sales while, at the same time, increase awareness of its adoption among Maltese busin

Bonuses at PwC for ‘outstanding performance’

BONUSES have been handed out at PwC Channel Islands after an ‘outstanding performance’ by staff saw rising revenues and client satisfaction scores.

How the Channel Islands can help first-time fund managers

In the first instance, the process will be smoother if a domicile is selected that is familiar to investors and has a track record in the funds space.

Migrating your Funds to Guernsey

At Carey we move existing businesses, structures and funds across to Guernsey in a seamless manner whilst understanding other jurisdictional requirements to ensure service is not disrupted.

Island climbs global green finance index rankings

GUERNSEY is moving up global green finance ratings – while Jersey falls behind.

Strategies for succession – why wealthy Middle Eastern families are increasingly looking to the Channel Islands

Channel Islands providers have played the long game in that respect – building up relationships with multiple generations of families over many years, and that’s something that has really paid off.

Fitch rates Fortitude Re holding company

Fitch affirmed the ratings of Fortitude Re and Fortitude Holdings with a stable outlook in September.

Data show how the COVID-19 pandemic has hit all aspects of people’s well-being

The report says experiences of the pandemic have varied widely depending on age, gender and ethnicity, as well as on the type of job people do and on their level of pay and skills.

Time to “play our part” as finance sector reflects on COP26

Prior to COP26, the UK Government published Greening Finance: A Roadmap to Sustainable Investing, which Mr Cook describes as outlining aims to ‘green’ the financial system, including through new Sustainability Disclosure Requirements.

Reasons to choose Guernsey for funds

The latest statistics from the Guernsey Financial Services Commission (GFSC) continue to show growth in Guernsey’s funds sector with the net asset value of funds in Guernsey currently at an all-time high, having increased by 20% over the past year.

A Partnership Delivering Value

One of the key messages to emerge from our ‘Global Jersey: International Perspectives’ online event series back in the summer was just how important the joined-up connectivity is that Jersey offers as an IFC.

UBS Investor Sentiment Survey: Sustainable Investing More Important than Ever to Investors

Investors continue to remain optimistic about the economy and markets, and many plan to increase exposure to risk assets

Comment, Analysis & Research