Managers of Wealth Offshore

Oakglen Wealth acquires Aurea Financial Planning

The transaction remains subject to completion and customary closing arrangements, which are expected to be finalised in the coming weeks.

Saffery Trust retains Tier I status in 2026 eprivateclient Top Trust Companies

This follows another strong year for Saffery Trust and its people.

Appleby Sponsors Inaugural Family Office Retreat Bermuda 2026

Appleby’s Private Client & Trusts team advises international individuals, families, family offices, trustees and other advisers on all aspects of trusts and estates law,

The end of the road? Managing the final phase of a Cayman Islands private fund

The end of a Cayman private fund’s life is rarely purely administrative.

Cayman Islands leads family office wealth planning growth expectations

The findings come as growing and increasingly mobile families reconsider not only how they structure their wealth, but where they establish family office operations.

Sovereign wealth fund could start in 2028

Seed capital as low as $100,000 was mooted to establish the fund.

The Rise of Family Offices, Private Trust Companies and Foundation Structures: A Middle East Perspective

As wealth becomes increasingly global, family governance is becoming increasingly important.

Transitioning wealth in changing world: why communication matters more than ever

The conversation comes at a pivotal moment for the private wealth sector.

Saffery Trust manager wins rising star award

The award is a real personal honour.

HSBC Channel Islands and Isle of Man staff recognised at Bank’s international awards

Congratulations to our winners on this well-deserved recognition, and their continued pursuit of excellence.

Hawksford formally establishes unified Luxembourg business

As a result of the acquisitions, Hawksford now has a headcount of more than 70 sector professionals in the jurisdiction.

Sun Life launches Bermuda unit for HNW participating life

A dedicated subsidiary gives Sun Life's offshore par business its own fund, which leans on private credit, infrastructure and real estate

Finance centres urged to build trust as global uncertainty grows

The session also looked at how trust in family relationships is created, how families can focus on their ‘sphere of competence’ to seek opportunity in a shifting landscape and the enduring value of expert advisers in an age of AI and informati

Switzerland’s wealth tax is nice earner for the cantons

On an annual basis, the 26 Swiss cantons generate roughly some SFr5.5bn with the wealth tax. Year after year.

Capital International director shortlisted for Citywealth IFC Awards

‘I am honoured to be shortlisted for this award’

Corient Expands to Cayman Islands with Acquisition of FortCay Family Office Advisory

Establishes Corient’s presence in a premier global wealth jurisdiction and enhances its expertise in serving families with complex cross-border needs

Bahamas seeks more wealthy residents as tax base grows

“Some of them, of course, are extremely wealthy,” Mr Fitzgerald said, “as we know from the top-up tax, the global 15% tax that a lot of big companies are now paying taxes in the Bahamas.

Butterfield shareholders greenlight CIBC Caribbean deal

The new capital raise is expected to bring Butterfield’s total capital ratio (TCR) to 19 per cent if the deal is approved.

Luxury car storage reflects rise in Cayman wealth

The vaults are listed at US$319,000 with Buttonwood betting that increased numbers of expensive cars on island mean more owners will be willing to buy a vault to protect the cars from Cayman’s tropical environment.

Butterfield wins top trust award

Scooping the award for Trust Company of the Year is a tremendous recognition of our colleagues.

Wealth and Asset Management