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
01 February 2023 | News
Carey Olsen supports JR Capital on launch of latest logistics fund
30 January 2023 | News
Four Carey Olsen partners named 'Top Recommended Offshore Experts' in Spear's 500 2023
24 January 2023 | News
Carey Olsen adds new partner to Trusts and Private Wealth practice in Jersey
23 January 2023 | News
Carey Olsen confirmed as the leading legal adviser to Jersey domiciled funds
19 January 2023 | News
Carey Olsen Hong Kong boosts investment funds practice with two new hires
17 January 2023 | News
Eight Carey Olsen lawyers featured in Private Client Global Elite directory
Briefings and Articles
27 March 2023 | Briefing
Why choose Guernsey? Special considerations for Australian promoters
01 March 2023 | Article
Securing the future: Why Asian HNWIs are turning to offshore jurisdictions
20 February 2023 | Briefing
Guernsey Funds: registered or authorised - which to choose?
26 January 2023 | Briefing
Assessing lender risk in fund finance markets (GLI Chapter 2023)
22 December 2022 | Article
Key methods to trace and recover digital assets under Bermuda law
09 December 2022 | Article