Investment and Wealth Management

The Investment and Wealth Management sector must constantly adapt to changes in the economic and regulatory environments.

Clients appreciate our global outlook, financial services industry expertise, commercial acumen and regulatory knowledge as they look to navigate these changes in both stable and turbulent economic and political times.

We advise institutional investment managers, private wealth managers, advisers and investors in both developed and emerging markets across all asset classes on the laws of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey and Jersey.

Clients draw on our global corporate, finance, regulatory and fiduciary expertise on matters including fund formation, fund finance and banking, corporate and M&A, regulatory, family office, trust and foundations, tax and employment.

Our cross-practice, international teams are also able to quickly and expertly advise on global regulatory changes as they affect the jurisdictions in which we operate, such as FATCA, CRS, the Market in Financial Instruments Directive (MiFID II), Alternative Investment Fund Managers Directive (AIFMD), Dodd-Frank and Volcker Rule and many of our lawyers have been involved in advising local government and regulators on the policy responses to these challenges.