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Litigation has seen a sharp rise since the credit crunch with beneficiaries questioning their trustees and investment consultants providing context to UHNW clients on investment returns.
In our 60 second interview series, Citywealth speaks to Sevyn Kalsi, senior counsel at Walkers, about working on “green field” matters, and helping clients with issues surrounding asset protection, succession planning and the maintenance of privacy and confidentiality.
In our 60 second interview series, Citywealth speaks to Saleem Sheikh, senior partner at GSC Solicitors, about morphing from lawyer to trusted advisor, being a part of clients’ success stories and the importance of family.
As recent changes to French employment law bring to the fore the challenges of crew employment aboard superyachts, Citywealth’s April French Furnell investigates how owners and managers are adapting to the new regulations.
Citywealth spoke to Alison Parry, Head of Private Wealth in Guernsey and Marie McNeela, Managing Director of Intertrust Guernsey to discuss evolving as a business, looking for growth in unexpected areas, and the importance of its people.
The launch last year of the Guernsey Green Fund, the world’s first regulated green investment fund product, has put Guernsey on the map as a hub for investors focused not only on financial returns but also on environmental sustainability.
Germany’s wealthy stay loyal to the local economy and invest their assets close to home
Investors and investment managers who are moving to sustainable finance and wanting to take time doing so, it remains to be seen if Gen Z and the Greta effect will let them do so. If ‘extinction’ rather than sustainability is on the United Nations and social media agenda, it remains to be seen if th
Tax schemes once thought of and encouraged by "professionals" and peers, suddenly turn into scorched earth.
On Wednesday 16 October 2019, Citywealth's Powerwomen Club will be hosting a lunchtime panel discussion on the difference between being a mentor and a sponsor.
The family office concept has been around for a long time, particularly in the US where the entry level to set them up is drilled down to the affluent population, yet the past decade has seen a significant increase in interest in higher value offices from European, Middle Eastern and Asian families
In our 60 second interview series, Citywealth speaks to Rachel O’Donoghue, a partner in the financial planning team at Buzzacott about juggling client demands, helping the UHNW to avoid the trends of the day, and her passion for food.
Simon Black joined Dolfin in September 2018 to bolster the firm’s ability to meet the demands of HNW and UHNW private investors. Today, he serves as Dolfin’s Head of Investment Management.
House prices in London might be falling, but for now London retains its title as the world’s number one city for UHNWI residents. Citywealth’s April French Furnell spoke to London property experts to find out the trends behind the headline figures.
Great news for Bermuda as blacklisting worries disappear
In our 60 second interview series, Citywealth speaks to Naomi Rive, group director and head of family office at Highvern Trustees about completing the management-buy-out of Highvern from Coutts in 2016, and demonstrating substance over form to her team.
In our 60 second interview series, Citywealth speaks to Andy Sams, Director, Client Advisory London for TwinFocus about assisting clients amid the uncertainty of Brexit and a potential UK general election.
In our 60 second interview series, Citywealth speaks to Richard Fagan, Director at VG, an independent provider of fiduciary and administration solutions based in Jersey, about being flexible to the ways in which clients want to work and allowing employees to make mistakes.
In our 60 second interview series, Citywealth speaks to James Bunker, Director and Head of Property at Vardags about the challenges of advising foreign clients who are unfamiliar with UK property laws, and why the traditional model of buying and selling properties is ripe for transformation.
Citywealth recently held an open call to those aged 40 or under in the wealth management industry in search of the next ‘future leaders’.