Article Search

STEP Journal November 2018

Welcome to the December/January edition of the STEP Journal, which has a regional focus of Europe and a special focus on compliance and insurance. Also in this issue: an exploration of the issues facing trustees holding cryptocurrencies; a roundtable that lays out the impact recent political upheaval in the US and UK has had on globally mobile private clients; and the full list of winners from this year’s STEP Private Client Awards.

Read full issue

Urs Stirnimann TEP is Managing Partner at Swiss International Legal Consultants ADGM, Abu Dhabi.
Urs Stirnimann introduces the latest foundation innovations from the ADGM and the DIFC.
Professional Development
Peter Hodson TEP is a Private Wealth Specialist and a Consultant, Private Wealth, at Stephenson Harwood, Hong Kong. He is also an external tutor delivering face-to-face courses for the STEP Certificate and Diploma in International Trust Management in a number of international financial centres.

Optical illusions

Peter Hodson assess the risk of the sham doctrine in the context of reserved powers trusts and the crucial elements of certainty and intention to preserve trust validity.
Regional Focus: Europe
Olga Boltenko is Managing Partner at Boltenko Law.

The age of scrutiny

Olga Boltenko explains how Russian wealth managers and their clients may minimise risk in the era of international transparency and compliance.

Private Client Awards
All the winners of this year's STEP Private Client Awards.