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Wealth and Asset Management

05/22/2026

Fairway Group Enhances Client Onboarding Through Vaiie Strategic Partnership

Vaiie has worked closely with Fairway to implement its purpose-built SaaS onboarding platform across the Group’s Jersey office, with a roadmap for future international rollout.

05/22/2026

Private banks risk missing over USD100 trillion opportunity as women’s wealth soars

This is partly as many are failing to understand some of the gender differences between male and female investors.

05/20/2026

Channel Islands winners revealed at Citywealth Magic Circle Awards 2026

A number of companies based in the Channel Islands were also recognised for their excellence.

05/20/2026

Barrule Partners Group launches fiduciary and advisory business in Guernsey

Group Chief Executive Officer Stuart Platt-Ransom said: “Guernsey remains one of the most respected and stable international finance centres globally. Barrule has consequently been headquartered here."

05/19/2026

UBS Client Account Manager shortlisted in Finance Rising Star Awards

Since joining UBS in 2024 through the firm’s Graduate Talent Program, Tom has established himself as a valued and trusted member of the team.

05/15/2026

BVI private wealth solutions for Latin American high-net-worth families

With more than 400,000 active companies holding US$1.4 trillion in assets, the BVI's credentials as a premier international finance centre are well established.

05/15/2026

Guernsey Funds Forum 2026 focuses on ‘The Next Trillion’ for global private capital

The Forum brought together fund managers, legal advisers, administrators and industry specialists for a programme of keynote speeches, panel discussions and practical seminar sessions examining the future direction of the funds industry and Guernsey&r

05/15/2026

UBS’s Tom Wheeler Shortlisted in Jersey Finance Rising Star Awards

Recognised for his thoughtful approach, professionalism and strong communication skills, Tom has built lasting relationships with both private clients and corporate service providers.

05/12/2026

Crestbridge Family Office Services People Managers Become Accredited MHFAs

It also aims to help foster and support a culture of mental wellbeing in the workplace.

05/11/2026

Isle of Man firm wins for eighth year in a row at City of London Wealth Management Awards

‘This recognition is a testament to the dedication, professionalism and hard work of our entire team’

04/30/2026

Suntera Global expands US footprint through agreement to acquire Experienced Advisory Consultants LLC (EAC)

Given its existing reputation and success, EAC will continue to operate under its current leadership of Ed Fasano with his management team and professionals

04/30/2026

Top wealth planning strategies for high-net-worth individuals in 2026

With new tax regulations such as the removal of the non-domicile tax regime and changes to IHT and CGT, minimising tax liabilities by employing the most tax-efficient and compliant solutions is essential for HNWIs.

04/29/2026

Butterfield Reports First Quarter 2026 Results

The return on average common equity for the first quarter of 2026 was 22.1% compared to 22.7% for the previous quarter

04/28/2026

JTC Group and JTC Law Support Landmark Fundraise for Invesco Bond Income Plus Limited (BIPS) After UK Prospectus Rule Changes

The deal not only marks a milestone for BIPS but also reinforces JTC’s leadership in navigating complex regulatory developments and further establishes Jersey’s reputation as a premier jurisdiction for listed investment funds.

04/27/2026

Family offices go global as complexity reshapes wealth management

Annerien Hurter, Global Head of Private Client at Ocorian, noted in the report’s introduction that the sector had undergone a fundamental transformation.

04/24/2026

Luxury property sales and wealth migration boost Cayman’s profile

Local property market data shows that Cayman’s real estate sector set a new all-time record in 2025, with total sales exceeding US$1.086 billion, across 858 transactions, according to the Cayman Islands Real Estate Brokers Association.

04/24/2026

Global Banking & Finance Review Awards® 2026: DeVere Investment Honoured with 14 Years of Excellence in Wealth Management Mauritius

This recognition highlights the firm’s sustained performance, client-focused approach, and long-standing contribution to the wealth management sector in Mauritius.

04/21/2026

Building Resilience in Private Wealth Structures: a Long-term Perspective

Families now often hold assets, businesses and residences across several jurisdictions, each with its own legal, tax and regulatory framework.

04/15/2026

Carey Olsen shortlisted for Offshore Firm of the Year at the Chambers High Net Worth Awards 2026

The finalists have been selected following extensive research and a rigorous selection process conducted by the Chambers and Partners research team.

04/14/2026

Investec Bank (Channel Islands) Recognised as Best ‘Overall Private Bank’

Judges highlighted the bank’s commitment to clients, colleagues and community, as well as its focus on thoughtful leadership, people development and proposition enhancements.

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