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.
News and Deals
19 September 2023 | News
Carey Olsen shortlisted for Offshore Firm of the Year at The Lawyer European Awards
12 September 2023 | News
Two Carey Olsen lawyers sworn in as Guernsey advocates
15 August 2023 | News
Carey Olsen advises on two schemes of arrangement for London-listed REITs
14 July 2023 | News
Carey Olsen shortlisted for Best Offshore Law Firm at HFM Asian Services Awards 2023
Briefings and Articles
28 September 2023 | Article
New corporate governance framework for Cayman managers and funds
22 September 2023 | Briefing
Guernsey's fast track application regime for managers of overseas funds
31 July 2023 | Briefing
Quarterly round-up of the recent investment funds updates in Jersey
13 July 2023 | Briefing
Securities tokenisation in Guernsey
23 May 2023 | Article
Legal proceedings by or against an Exempted Limited Partnership in the Cayman Islands: the debate about the correct party
03 May 2023 | Briefing