04/06/2021
The report also indicated that although global captive numbers fell slightly in 2020, there was a surge in captive cell formations, which provides an efficient and convenient alternative to single parent captive structures.
04/06/2021
In general terms, family businesses have also looked to embrace ESG factors as part of more sustainable business models, and the result is more frank and open discussion about complex ESG themes, both by younger and older members of the family.
04/06/2021
More than half of respondents (53 per cent) also said that the pandemic had resulted in clients re-evaluating their objectives and shifting from wealth creation to wealth preservation strategies.
04/06/2021
Employees based in Jersey, Guernsey, London and Edinburgh
04/06/2021
As a fully independent company we are able to do things differently, providing our clients with a bespoke, director led and efficient offering.
03/30/2021
The saying ‘from rags to rags in three generations’ is often rolled out when discussing troubles that can be encountered when passing family wealth from one generation to the next.
03/26/2021
Vote Ocorian for Trust Company of the Year in Citywealth's Magic Circle Awards
Voting for those shortlisted is now open and the winners will be announced on 17 May at a virtual awards ceremony.
03/26/2021
Investment portfolios are where a family’s objectives come alive, and it is clear that portfolios are being shaped by several trends that will be a focal point in 2021 and beyond.
03/26/2021
The world has witnessed more stability in the last half century than ever before, despite global pandemics and financial crises.
03/25/2021
The Mauritius foundation: charitable giving built on strong foundations
Mauritius continues to attract the attention of a growing regional high-net-worth market segment thanks to its innovative private wealth offerings, robust regulatory landscape and compelling domestic and international tax regime.
03/25/2021
FEIFA announces new members from UK and Malta
Lawsons is headquartered in Malta and has clients across numerous European countries.
03/25/2021
Mainland China has piqued the interest of offshore investors amid the pandemic, data and analytics firm GlobalData said today in a report.
03/25/2021
Family offices, high net worth individuals and wealthy families are increasingly considering private fund structures to hold their investments.
03/24/2021
ZEDRA enhances Funds Services in Luxembourg with milestone acquisition
The acquisition strengthens and compliments ZEDRA’s existing fund and related corporate service offering in Luxembourg
03/24/2021
Exclusive: Liechtenstein IAM liquidated
The FMA said the company’s ‘authorisation under the Asset Management Act expired by written waiver as of 28 October 2020.’
03/24/2021
Sovereign Group acquires STM Fidecs Management in Gibraltar
The rebranded entity will trade alongside Sovereign’s own trust and company management division, under the management of Sovereign Trust (Gibraltar) Managing Director, John Blake.
03/24/2021
A tax efficient method to achieve philanthropic goals: An attractive feature of the Mauritius foundation is that it is automatically exempt from tax
03/22/2021
International Women’s Day provides a reminder that a business can only thrive if it provides equal opportunities for its people to contribute and grow.
03/18/2021
Elections and other disruptive political events, along with sudden legislative changes, are just some of the risks associated with holding all of your assets in a single jurisdiction.
03/18/2021
Heather won the top Gold award in the ‘Woman of the Year for a Director in a Financial Organisation’ in the Citywealth Powerwomen Awards.