Managers of Wealth Offshore

Guernsey event shows practical aspects of AIFMD implementation

The event, ‘AIFMD: Practical aspects of implementation’, was held on Tuesday 5 November at the recently refurbished Rosewood London.

Cayman Islands considers public registry of Phantom Firms

On 31 October, the UK announced a proposal for a public register of beneficial ownership information, following the results of its public consultation.

BERMUDA: FATCA Event Draws In Leading Professionals

We were delighted with the healthy turnout for the event and the feedback received

Jersey Financial Services Commission warns of potential cyber attack

The Jersey Financial Services Commission has issued a warning that financial services firms on the island are to be targeted by cyber attacks.

Swiss Exchange Probes Liechtenstein Bank’s Director Deals

The Zurich stock exchange’s regulatory unit said it’s investigating Liechtensteinische Landesbank AG for possibly breaching rules on the disclosure of management transactions.

Jersey is first with amendment to trust legislation

The amendment incorporates into the Trusts (Jersey) Law 1984 the existing law on mistake and the so called ‘rule in Hastings-Bass’*, the latter being a legal first within the international trust’s arena.

Mauritius-based Foreign Investors Face Tougher Norms

Foreign institutional investors funds and other entities which invest in India via the Mauritius route will soon have to meet additional regulatory norms to prove that they are 'controlled and managed in Mauritius'.

Bahamas FM Encourages Entrepreneurship In Compliance

We in The Bahamas have excelled in developing human capital and professionals in compliance.

Family Office Exchange Introduces Wealth Advisor Council in Europe

The Wealth Advisor Council will provide advisors with a private peer group, supported by FOX research, to help guide their future growth as advisors to the high net worth market.

FOX Offering a Series of Educational Roundtables to Business-Owning Families

Events to Address Family Engagement, Board Development and Managing Business Risk

Family Offices Are Increasingly Cautious Of Hedge Funds

Accessing them. Finding substantial family offices tends to be difficult, as they generally prefer to stay under the radar.

Hedge fund and family office middle office firms merge

Their target market is hedge funds, family offices and institutional funds.

Family Offices Chasing Wealthy’s $46 Trillion in Assets

McNeill’s job is to help Ascent’s clients discover their pasts, skeletons and all, and gain perspective on their Gatsby-sized fortunes.

Single-Family Offices Embrace Strategic Outsourcing

Single-family offices are often expensive propositions. They’re generally very much boutique operations employing high-caliber experts in the service of the very wealthy.

The New View From an Old Family

The Chief Investment Officer of the Pitcairn multifamily office in Jenkintown, Pa., viscerally understands the competitive advantage that wealthy families have in the marketplace

Westport Resources Hires Family Office Services Director

Westport Resources of Westport, Conn., has hired Eugene Miller as director of family office services.

Big social investment fund targets family offices

Big Issue Invest chairman Nigel Kershaw said he expected a reasonable annual rate of return, but could not reveal further details at this stage.

Trio of Wealth Management Leaders Form New Independent Advisory Firm

Three internationally recognized family office industry pioneers have announced the founding of the advisory firm, WE Family Offices

Forbes Family Office Reveals National Ambition

The Forbes family is planning to launch a national multifamily office.

Jersey Financial Services Commission agrees AIFMD cooperation agreement with Austria

The Commission is pleased to announce, following direct negotiations with Austria’s Financial Market Authority (“FMA”), that an AIFMD bilateral cooperation agreement has now been agreed by the FMA.

Regulation, Risk & Compliance