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Trustees and sustainable investing

PraxisIFM has a long tradition of working with families and legal advisors to tailor trust provisions to meet their specific needs and concerns, including the way that trust funds are invested. In this article, In House Legal Counsel Mark Biddlecombe takes a look at trusts and sustainable investing. One of...

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In House Legal team contributes to leading law review

For the fifth consecutive year the Guernsey chapter in the year ‘The Private Wealth and Private Client Review’ has been written by In House Legal team Rachael Sanders Mark Biddlecombe and Keith Corbin. This year’s update includes the move to island-wide voting, the cybersecurity threat during COVID-19 and proposals to transfer jurisdiction for...

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PraxisIFM features throughout Business Life’s City Edition

Business Life’s recent City edition takes a closer look at how tech and collaboration are helping to bring the City and Channel Islands closer together. With a strong relationship between our Guernsey, Jersey and London offices, PraxisIFM features several times throughout the edition. In ‘A rich blend’ Managing Director of...

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Learning from the past – STEP article

Global family inheritance and succession planning association STEP has featured an article by Nerine Executive Chairman Keith Corbin. Keith takes a look at the historical changes in the private wealth sector that bear comparison to the impact of COVID-19 in the STEP Journal Plus, you can read it here: ‘Learning...

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Asset protection in the post-lockdown environment

In this Q&A Keith discusses how choosing the right jurisdiction for your assets is as important as ever. In your last article, we discussed the risks of exchange controls and other risks to capital protection. Some of the examples you cited sounded quite alarming, for example, waking up one morning...

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2020 Annual Results

The PraxisIFM Group has reported a 7% increase in revenue to £60.5m (2019: £56.3m). In its Annual Results for the year ended 30 April 2020, the financial services group acknowledged the challenges of a difficult 12-month period and outlined the actions taken to refocus the business. The key points from...

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Technology provides simplicity for clients

While many of us are returning to some semblance of our usual routines and spending a little more time in the office, working from home is likely to become a new norm as we move into the digital era; one which many have been reluctant to follow. With COVID-19 forcing...

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PraxisIFM Client Director on EPC Top 35 Under 35

Blane Queripel, Client Director at PraxisIFM Trust Ltd, Guernsey, has featured among the UK and Crown Dependencies’ leading young private client practitioners in the annual eprivateclient Top 35 Under 35 list. Designed to identify, recognise and promote the rising stars of the private client adviser community, Blane has been selected...

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Succession and estate planning for Asia’s next generation

Managing Director of our Hong Kong office Joanna Caen provided insight on succession planning for families in Asia at a recent Hubbis Digital Dialogue event. The webinar: Maximising the Opportunity – Estate Succession Planning and Asia’s Next Generations focused on best practise and approaches to consider when advising wealthy families on...

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PraxisIFM’s City offering cemented as London teams move to new central spot

PraxisIFM has invested in its UK private client, corporate and funds business with a move into a new central London office. The independent financial services group has had a presence in London since 2015, when it acquired the fund administration business of Cavendish Administration Limited. The jurisdiction’s service offering was...

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