Managers of Wealth Offshore

Chris Mourant included in Citywealth Leaders List 2025

This recognition is a testament to Chris' hard work, dedication and outstanding contributions to the business.

Jersey Finance Expands Private Wealth Network

Guests included US-based advisers who came together to discuss key challenges and opportunities facing ultra-high net worth individuals and family offices in 2025.

How Family Offices Are Embracing Change

International mobility has become a significant factor within the family office environment.

Structuring options for holding wealth

Limited liability companies were particularly useful from an investment perspective, because they allowed investors to risk the capital they had agreed to risk but no more.

Walkers lawyers recognised in the 2025 Citywealth Leaders List

From trusts to foundations, and from family offices to club investments, our Private Capital & Trusts team is a trusted guide to the key investment hubs

JTC strengthens partnership with TISE

JTC has maintained a strong working relationship with TISE for many years.

Guernsey Finance celebrates quartet of prestigious industry awards

For the second year in a row, the local agency has won an award at the WealthBriefing Wealth for Good Awards, this year for the Sustainability Programme (UK) category.

Carey Olsen lawyers named among eprivateclient's Crown Dependencies NextGen Leaders

The NextGen Leaders list recognises outstanding legal and finance professionals based in the Crown Dependencies with up to 15 years of industry experience in the private client advisory sector.

Peregrine Wealth marks 25 years of ‘Offshore Investment Expertise’

The fund was structured as a Guernsey-based Fund-of-Funds and marked a significant milestone in the company’s global expansion.

IQ-EQ shortlisted for ‘Employer of the Year’ award

It’s not the first time that IQ-EQ has received recognition in this field.

JTC Completes Acquisition of Citi Trust

The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.

The Royal Mint launches new Britannia ‘secure’ gold bars

SWP clients now have priority access to these highly anticipated bars

Winners from Crown Dependencies announced for Citywealth Brand Management Awards 2025

They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.

HIGHVERN in the running for STEP Trust Company of the Year

The annual awards are globally recognised as a benchmark of excellence in the private client industry, celebrating the highest standards of service, innovation, and professionalism across the wealth management sector.

Triple shortlisting for Saffery Trust for STEP Private Client Awards

The categories assess a broad range of criteria including excellence in client service, innovation, and employee engagement across the private client industry over the prior year.

Praxis earns back-to-back STEP Private Client Awards nominations

This year’s awards attracted a high number of entries, with 337 submissions across 25 countries.

Naomi Rive Earns Spot on Spear’s Magazine Family Office Services Index

This recognition demonstrates her exceptional contributions and leadership in the industry.

Rising stars at Ogier named in eprivateclient's 2025 Crown Dependencies NextGen Leaders list

The annual list by eprivateclient recognises, introduces and promotes outstanding professionals and talent based in the Crown Dependencies.

Affinity Private Wealth Sells Investment Business to Capital International, Focusing on Growth in Private Wealth

This sale will allow Affinity Private Wealth to focus solely on its core strengths in delivering bespoke private client, trust and fiduciary services.

Senior Associate Melissa Wong named in 2025 eprivateclient Crown Dependencies NextGen Leaders

Melissa is a Senior Associate within the Corporate department in the Isle of Man, specialising in Private Client & Trusts work.

Wealth and Asset Management