Bermuda: Wealth & Asset Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.

Part 3: The Effect Of Reserved Powers Legislation

As set out in Parts 1 and 2, a settlor who retains too much power and control in relation to a trust and its assets is at risk of creating an illusory trust, either because there is a failure of the irreducible core obligations necessary for a valid trust ...

Bermuda Commercial

KL

Kennedys Law LLP

Private Wealth And Private Client: Bermuda

In-Depth: Private Wealth and Private Client (formerly The Private Wealth & Private Client Review) provides an incisive global overview of the key legal and practical issues affecting the management of private client wealth.

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Appleby

Preserving Wealth In A Bermuda Dynastic Trust

Cornelius Vanderbilt died in 1877 with legendary wealth, which his son quickly doubled, becoming the richest man on earth — yet, within a generation...

Bermuda Wealth Mgt

A

Appleby

Family Wealth Management With Bermuda Trusts

Bermuda is a popular and highly regarded jurisdiction for managing the offshore family assets of wealthy, international families due to several favourable characteristics.

Bermuda Wealth Mgt

C

Conyers

Podcast: Trust And Estate Planning For Digital Assets In Bermuda

Bermuda Wealth Mgt

A

Appleby

Recent Offshore Regulatory Updates In The Fintech And Digital/Virtual Assets Sector

Worldwide Finance

CO

Carey Olsen

Digital Assets In Bermuda – Unpacking The Proportionality Principle

Bermuda Wealth Mgt

A

Appleby

Important Bermuda Judgment On The Role Of Protectors In Offshore Trusts

Bermuda Commercial

CO

Carey Olsen

It's About Time: Bermuda's Approach To The Rule Against Perpetuities

Bermuda Wealth Mgt

C

Conyers

Trusts And Private Wealth 2021 - Carey Olsen Bermuda Limited

Bermuda Commercial

CO

Carey Olsen

Bermuda Finance 2020-21: Roundtable - Banking, Funds & Asset Management

Bermuda Wealth Mgt

W

Walkers

Looking For All The Benefits Of Island Life, In A Safe, Sophisticated Setting?

Bermuda Wealth Mgt

C

Conyers

A Family Office By The Sea: Why Bermuda And Cayman Beckon

Bermuda Wealth Mgt

C

Conyers

Offshore Trusts – Options For HNWIs

Bermuda Wealth Mgt

C

Conyers

2025 Global Shipping Digest

Bermuda Transport

C

Conyers

Contracts To Manage AI Risk (Bermuda)

Bermuda Technology

A

Appleby

A Balanced Approach To Evolving Banking Requirements

Bermuda Finance

KL

Kennedys Law LLP

Bermuda's Regulatory Leadership In Captive Insurance And Digital Assets

Bermuda Insurance

PA

PKF Antares

Captives Are The Grass Roots Of Bermuda Risk

Bermuda Insurance

A

Appleby

A Regulatory Update And Fund Structure Primer

Bermuda has a long and rich history as a financial center, supporting both the asset management and insurance industries. In this article written for the AIMA Journal, Sarah Demerling, Walkers Partner and Chair...

Bermuda Finance

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Walkers

Private Client & Trust Bulletin April 2020

With the world in the grip of the COVID-19 pandemic, we would like to reassure our clients that we remain ready to provide advice and support during this difficult time, as your needs may change.

Worldwide Wealth Mgt

C

Conyers

A Flexible Approach To Funds And Asset Management

The arrival of new entrants to the ILS market has demonstrated continued investor confidence in Bermuda as a domicile.

Bermuda Wealth Mgt

KL

Kennedys Law LLP

Navigating Change And Charting The Course For The Future

Despite the present challenges faced by all international financial centres, in particular global volatility in financial services and demands for greater regulation, Bermuda's perennial resilience and ability to adapt...

Bermuda Wealth Mgt

C

Conyers

Chambers Private Wealth 2019: Bermuda (2019)

Bermuda Wealth Mgt

C

Conyers

High Praise For Carey Olsen In 2019 Edition Of Chambers High Net Worth

Bermuda Wealth Mgt

CO

Carey Olsen

Carey Olsen On Offshore Shortlist Of Three For Chambers High Net Worth Awards 2019

Bermuda Wealth Mgt

CO

Carey Olsen

A Guide To Family Office Services In Bermuda

Bermuda Wealth Mgt

CO

Carey Olsen

Trusts And The Issues Around Digital Assets

Bermuda Technology

A

Appleby

Fintech: Offshore Regulations And Trends In Asia

Bermuda Technology

A

Appleby

Economic Substance Requirements In Bermuda, The British Virgin Islands And The Cayman Islands

Bermuda Strategy

A

Appleby

In The Courts: Trust Disputes

Bermuda Commercial

A

Appleby

Changes To The Investment Funds Act 2006

Bermuda Finance

C

Conyers

Bermuda's Economic Substance Legislation

Bermuda Finance

C

Conyers

Economic Substance Requirements In Bermuda, The British Virgin Islands And The Cayman Islands

Each of the governments of Bermuda, the British Virgin Islands (BVI) and the Cayman Islands has passed legislation that will require certain entities carrying on "relevant activities"

Bermuda Strategy

A

Appleby

In The Courts: Trust Disputes

In Bermuda, the Supreme Court considered whether it has jurisdiction to require the directors of a corporate trustee to resign

Bermuda Commercial

A

Appleby

Changes To The Investment Funds Act 2006

The recent Economic Substance Act, 2018, passed in December 2018, included within it a series of amendments to the Investment Funds Act, 2006 .

Bermuda Finance

C

Conyers

Bermuda's Economic Substance Legislation

The Bermuda Government has passed legislation, with effect from 31 December 2018, requiring relevant entities based in Bermuda to comply with certain obligations in regard to economic substance in the jurisdiction.

Bermuda Finance

C

Conyers

Bermuda Lodges Legislation To Introduce Substance Requirements And To Improve Investment Funds Regulatory Regime

Bermuda Finance

CO

Carey Olsen

An Overview Of Digital Asset Legislation

Recently, we have seen a flurry of activities in relation to digital asset legislation in Bermuda.

Bermuda Wealth Mgt

A

Appleby

Bermuda Restructuring Options Remain Strong, International Trusts Forum Told

The private client sector in Bermuda, aided by a buoyant restructuring trend, continues to show considerable strength, according to Carey Olsen Bermuda partner Keith Robinson.

Bermuda Wealth Mgt

CO

Carey Olsen

UBO Register Of Trusts The EU's 5th Anti-Money Laundering Directive

In April 2018, the European Parliament is expected to adopt the EU's 5th Anti-Money Laundering Directive (5AMLD), as agreed by EU Member States on 13th December 2017.

European Union Wealth Mgt

A

Appleby

Fund Finance 2018 Bermuda Chapter

Bermuda is a major centre in the international offshore investment fund industry with over US$200bn of fund assets domiciled here. In addition to over 600 investment funds registered ...

Bermuda Wealth Mgt

A

Appleby

"Gimme Shelter" - Offshore Asset Protection Trusts And Firewall And Fraudulent Transfer Legislation

Bermuda Wealth Mgt

A

Appleby

Myth #33: Is It Really Finders' Keepers In The World Of Discovered Treasure?

Bermuda Wealth Mgt

MD

Marshall Diel & Myers

New Exemptions For Fund Managers

Bermuda Wealth Mgt

A

Appleby

Letter From Paradise: Insurance Risks And Reputations In The Offshore World

Bermuda Wealth Mgt

KL

Kennedys Law LLP

Asset & Wealth Management Revolution: Embracing Exponential Change

Bermuda Wealth Mgt

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PwC

Public V Private UBO Trust Registers - The EU Decides

European Union Wealth Mgt

A

Appleby

Setting Sail For Bermuda

Bermuda Wealth Mgt

C

Conyers

The Asset Management Landscape In Bermuda

Bermuda Wealth Mgt

A

Appleby

Deal Protections: Market Practice Analysis

Bermuda Wealth Mgt

A

Appleby

The Trust That Owns The America's Cup

Bermuda Wealth Mgt

A

Appleby

OECD's Reporting Standard: Collateral Damage

Bermuda Wealth Mgt

A

Appleby

Banking & Wealth Management Update

Bermuda Wealth Mgt

C

Conyers

Globalisation And The Bermuda Trust Boom

Bermuda Wealth Mgt

A

Appleby

Recent Developments In The Bermuda Investment Funds Industry

Bermuda Wealth Mgt

BL

BeesMont Law Limited

OECD's CRS: Impact On Bermuda Family Offices

Bermuda Wealth Mgt

A

Appleby

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Latest Videos

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Global Dreams: Tax, Legal And Financial Considerations For Life Abroad (Video)

GW

Gowling WLG

Shielding Your Wealth: Can An LLC Protect Your Personal Assets? (Video)

G.A.M. Law Office

Baker Botts Hosts Interview Of John Arnold On Bloomberg Wealth With David Rubenstein (Video)

BB

Baker Botts LLP

Important Considerations Between Estate Planning & Asset Protection (Video)

BF

Buckley Fine Law

Ten Minute Interview: How To Mitigate Trustee Liability (Video)

FL

Foley & Lardner

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