Institutions and private wealth advisors


There are increasing expectations placed upon the institutions and advisers who support personal asset holdings and planning. These expectations are not only about the investment, administration and safeguarding of assets but also as to the way in which the advisers assist their clients with the complex processes, rules and regulations surrounding the investment, administration, management and taxation of financial and other assets.

Our experts operate at the highest levels of compliance and fiduciary responsibility, to help avoid pitfalls and unnecessary exposures you may face.

We provide advice and assistance to private wealth institutions on legal and regulatory obligations, and how tax interacts with investment planning and how it may impact on those serviced by the Private Wealth management sector.

We recently advised a professional trust company which had recently taken on a portfolio of trusts from another services provider and then realised there were deficiencies in the trust documentation as well as potentially costly accrued tax issues. The outcome was to put these trusts in an appropriate and orderly format. Our lawyers conducted a thorough review, and advised on remedial steps to rectify certain positions, potential breaches of trust and legal compliance, tax inefficiencies and the trust documentation. In some instances this would involve disclosure and negotiation with HMRC.

In brief

  • Providing holistic solution supporting personal asset holdings and planning
  • Experts in assisting with the complex processes, rules and regulations
  • Advice covers investment, administration, management and taxation of financial and safeguarding of assets
  • International network and offices