• Insight. Continuity. Guardianship.

    Insight. Continuity. Guardianship.

We drive positive change within the wealth and succession planning sector by promoting different points of view on industry matters.

Insight
The principal point of contention is often the actual physical transfer of information and files from the outgoing trustee.
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Taking another look at estate planning encompasses retirement tax and investment planning however the cornerstone always revolves around a valid Will which allows you to specify how you want your assets distributed. Making use of a trust could also be a viable estate planning tool however it's not always in everyone's interest to always use this method as many South African are now listed globally. Joining Bryan Joffe in this edition of You and Your Money is Gordon Stuart Managing Director at Accuro.
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Accuro’s chief executive Xavier Isaac examines the trend towards philanthropic giving and how Switzerland is at the forefront.
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En Suisse, 67% des habitants sont des donateurs et un ménage soutient en moyenne 4 associations par an. La philanthropie ne diffère de la générosité sans doute que par l’ampleur de ses moyens et de son organisation.
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It took about 10 years to score the try of the initiative of the Swiss Association of Trust Companies (SATC), resulting in the belated but welcomed inclusion of trustees in the Federal Act on Financial Institutions (FinIA). At first, only independent portfolio managers were in scope but this has now changed. The new law should be enacted at the beginning of 2018 or in the course of 2019 at the latest.
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Michael Giraud and Dale McNutt look at the trend of banks ‘de-risking’, and what that means for trustees
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Selon le CEO de la société de trust à Genève la réglementation LEFin éliminera le manque de visibilité de l’industrie.
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Any person who has recently opened a bank account will confirm that the process is becoming more onerous and challenging.
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Michael Giraud and Steve Gully offer recruitment advice for attracting staff with the experience necessary for specialist trust work.
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In a bid to protect themselves against geopolitical and currency risks, many South Africans have been investing a growing part of their wealth offshore. Due to the different laws applicable, estate planning across multiple jurisdictions is a complicated exercise and it is advisable to seek specialist advice for each country.
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This month Natacha Onawelho-Loren discusses with Lawyer Monthly all about trusts and matters business start-ups should consider.
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Paul Douglas, Managing Director, and Michael Giraud, Client Services Director, at Accuro Trust (Jersey) explain why the client perspective should not be ignored in a fast-moving fiduciary landscape.
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Mirror, mirror on the wall, who’s the fairest trustee of all? If it was as simple as this advisers would almost certainly breathe a collective sigh of relief.
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Impact for the trust sector of the relevant changes on the regulatory, legal and compliance fronts.
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Why has trust company ownership suddenly become such an attractive proposition for private equity funds, ask Paul Douglas and Michael Giraud.
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Paul Douglas and Michael Giraud assess how practitioners’ billing practices have changed.
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Michael Giraud and Dale McNutt o!er trustee strategies for ensuring long-term harmony between those involved in a family business.
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Long before Africa was considered the rising star of the global economy, Jersey was proud to boast an affinity with the continent.
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We all love a bargain. Indeed, most of us have been tempted into buying something that, deep down, we knew was simply too good to be true.
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Charles Darwin is best know for his contributions to evolutionary theory and he is less well known as an offshore visionary...
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Accuro Geneva

1, Rue du Pré-de-la-Bichette
PO Box 1744
1211 Geneva 1
Switzerland

T + 41 22 807 2000
E geneva@accurofiduciary.com

Accuro Jersey

PO Box 344
One The Esplanade
St Helier
Jersey JE4 8UW

T + 44 1534 512 512
E jersey@accurofiduciary.com

Accuro Mauritius

Level 8C
Cyber Tower II
Ebene Cybercity 72201
Mauritius

T + 230 403 0400
E mauritius@accurofiduciary.com

Accuro London

29 Farm Street
Mayfair
London
W1J 5RL

T + 44 20 3709 4611
E london@accurofiduciary.com

Accuro Zurich

Accuro Zurich
Dufourstrasse 48
8008 Zurich
Switzerland

T + 41 79 443 8344
E zurich@accurofiduciary.com

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