Asset Management, Wealth Management, Investment

Moving to the Channel Islands: A guide for asset managers

Walkers on 3/14/2025

Jersey and Guernsey have long been recognised as leading international investment hubs, offering asset managers a compelling mix of professional and lifestyle advantages....more

EY Survey Reveals Emerging 'Say-Do' Gap between Sustainability Reporting and Investing

Fenwick & West LLP on 12/12/2024

EY just released its 2024 Institutional Investor Survey, for which it surveyed 350 investment decision-makers from institutions around the world, including asset management firms, wealth management firms, insurers and pension...more

Other Financial Services - UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024

White & Case LLP on 9/27/2024

Asset / Wealth Management - Current market: Consistently high M&A activity levels - We are seeing: Europe’s barbell becomes more pronounced—larger asset / wealth managers swallow smaller competitors at pace: -...more

Q&A With Anne Paape, Managing Director and Senior Fiduciary Counsel at Cresset

Robins Kaplan LLP on 6/20/2024

The Spotlight had the pleasure of sitting down with Anne Paape, managing director and senior fiduciary counsel at Cresset and Cresset Trust Company, to talk about the historic transfer of wealth many countries are undergoing,...more

Family Wealth Management with Bermuda Trusts

Conyers on 10/2/2023

Bermuda is a popular and highly regarded jurisdiction for managing the offshore family assets of wealthy, international families due to several favourable characteristics. As a high-quality international financial centre,...more

Protecting Your Retirement Savings from a Market Crash

Kohrman Jackson & Krantz LLP on 6/30/2022

Markets have been unstable for months, causing investors to be on edge with good reason. Already this year, the stock market has fallen and wiped out over $3 trillion in retirement savings....more