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How trust law has evolved to meet families’ philanthropic spirit
July 18, 2022

How is the trust concept of ‘Benefit’ evolving to fit today’s world? Alice Killingbeck, director at KPMG Law, takes a closer look.

On May 14, 2021, the Jersey Royal Court handed down a contemporary judgment “In the matter of the May Trust”, reflective of the modern world’s acceptance that inherited wealth is increasingly intertwined with a family’s purpose and values, tax morality and public reputation.

What’s your wealth transfer strategy?
July 11, 2022

What must private clients consider as they transfer their wealth to the next generation and to philanthropic causes?

As the world becomes more complex, so do the financial and fiscal needs of high net-worth individuals.

Looking at the year ahead, I see our private clients needing help with an expanding range of issues – beyond the usual tax planning, advice and returns we’re on hand to help with. In today’s globalised world, they and their families have an increasingly international footprint. At the same time, the global tax environment is becoming more tightly regulated – and more complicated as a result.

Russell Investments’ 2022 Global Market Outlook – Q3 update: Fear of the known
June 30, 2022

Recession fears and central-bank tightening are driving market volatility. Equity markets are oversold and US core inflation has likely peaked. This should help markets stabilise and possibly recover over the second half of 2022, says Andrew Pease of Russell Investments.

Recession fears and central-bank tightening are driving market volatility. We think equity markets are oversold, and believe US core inflation has likely peaked. In our view, this should help markets stabilise and possibly recover over the second half of 2022.

Russell Investments’ 2022 Global Market Outlook – Q2 update: Dented, not derailed
April 4, 2022

The Russia-Ukraine war adds to near-term growth risks for the global economy and will likely keep inflation elevated for longer. While uncertainty is high, equity markets are oversold and should recover if tensions ease in the coming months says Russell Investments’ global head of investment strategy Andrew Pease.

The Russia-Ukraine war adds to near-term growth risks for the global economy and will likely keep inflation elevated for longer. While uncertainty is high, equity markets are oversold and should recover if tensions ease in the coming months says Russell Investments’ global head of investment strategy Andrew Pease.


Key market themes

Deal-chasing global family offices call for bespoke international professional services
January 17, 2022

Resources for bespoke wealth management and responsible governance strategies are in growing demand from restructuring family offices in their pursuit of new investment opportunities in new markets.

Resources for bespoke wealth management and responsible governance strategies are in growing demand from restructuring family offices in their pursuit of new investment opportunities in new markets.

Life after family business exit: Where will the road lead next?
November 24, 2021

For many, it’s the culmination of a lifetimes work. You’ve sold your business, the deal has completed and a large amount of cash has landed. Where do you go next?

For many, it’s the culmination of a lifetimes work. You’ve sold your business, the deal has completed and a large amount of cash has landed. Where do you go next?

FB Roundup: JCB, Lavazza, Weybourne Holdings
November 1, 2021

Family-controlled JCB and Fortescue Future Industries sign green hydrogen deal, Lavazza coffee family in $200 million expansion of cafes in China, Sir James Dyson’s family office boosted by $1.8 billion transfer.

Family-controlled JCB and Fortescue Future Industries sign green hydrogen deal

Lord Anthony Bamford, the British second-generation chairman of heavy machinery maker JCB, hails a multibillion-dollar green hydrogen deal with Australian family business Fortescue Future Industries as “a major advance” towards making the clean fuel practical for consumers.

Keeping it in the family: Why proactive succession is on the rise
October 20, 2021

For fans of the hit HBO TV show Succession, the process of proactively handing over a family run business to the next generation probably looks anything but straightforward.

For fans of the hit HBO TV show Succession, the process of proactively handing over a family run business to the next generation probably looks anything but straightforward.

Warring siblings, hidden secrets and ulterior motives make for great television, but an undoubtedly difficult situation for fictional media tycoon Logan Roy, played by Brian Cox, to deal with.

Jonathan Ruffer on navigating investment risks and market crises
October 14, 2021

In the 26 years that Ruffer LLP has been in existence, a clear pattern has emerged. When the market mood is either complacent or ebullient, equity indices tend to rise strongly, and we lag behind them. An ‘unexpected’ crisis then hits, and Ruffer quickly recovers lost ground.

In the 26 years that Ruffer LLP has been in existence, a clear pattern has emerged. When the market mood is either complacent or ebullient, equity indices tend to rise strongly, and we lag behind them. An ‘unexpected’ crisis then hits, and Ruffer quickly recovers lost ground.

Why the Cayman Islands is a preferred jurisdiction for family offices
October 13, 2021

The Cayman Islands is a highly attractive jurisdiction for setting up family offices and in recent years, many ultra-high net worth families have chosen to make the British Overseas Territory in the western Caribbean Sea both their home and their headquarters for their global operations. 

The Cayman Islands is a highly attractive jurisdiction for setting up family offices and in recent years, many ultra-high net worth families have chosen to make the British Overseas Territory in the western Caribbean Sea both their home and their headquarters for their global operations.

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