Managers of Wealth Offshore

Union Bancaire Privée completes acquisition of SG Kleinwort Hambros, strengthening UK presence

All UBP London-based teams will move into a new office in Marylebone later this year.

Jersey’s International Standing Recognised with WealthBriefing Best IFC Award Win

The awards, now in their thirteenth year, commend companies, teams and individuals across a broad range of financial services in the European private banking, wealth management and trusted adviser sectors.

Kim Sgarlata wins Chief Executive Officer category in WealthBriefing European Awards 2025

The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.

IQ-EQ achieves STEP Employer Partner Platinum accreditation across Crown Dependencies

The STEP Employer Partnership Programme is a widely respected benchmark for organisations that invest in their people and clients.

TISE reports record turnover, profit & EPS for 2024

The International Stock Exchange (TISE) has reported record turnover, profit and earnings per share for 2024.

Fairway Group sees eight team members secure Management Development Accreditation

The accreditation is recognised by The Institute of Leadership and Management (ILM).

Crestbridge Family Office Services builds on support for Youthful Minds with donation

Crestbridge FOS recently pledged to support Youthful Minds as part of its ongoing commitment to the local community for 2025.

Ogier stars shine with three Gold wins at 2025 Citywealth Powerwomen Awards

The Citywealth Powerwomen awards – now in their 14th year – champion women in the wealth sector from all over the world and highlight the female leaders of today and tomorrow.

Cayman Islands Foundation Companies as Private Trust Companies

A Foundation Company in the Cayman Islands is a unique hybrid entity that combines features of both traditional companies and trusts.

Boston Multi Family Office acquires Aqua Group

Boston Multi Family Office was founded in 2002 as a single family office

Why Family Offices choose The Cayman Islands

When it comes to jurisdiction shopping, families are looking for a balance between robust yet straightforward regulations and enhanced net returns.

SG Kleinwort Hambros Charity Donation to FREEDA

It is SG Kleinwort Hambros incredibly generous donation of £45,000 that has enabled us to accelerate our plans

Naomi Rive named in Private Client Global Elite Directory 2025

Established in 2017, the Private Client Global Elite Directory is a prestigious annual publication that honours outstanding private wealth professionals within the industry.

Canaccord Genuity Group announces the completion of its acquisition of Brooks Macdonald Asset Management

The acquisition represents an important strategic addition to the Company's operations in Guernsey, the Isle of Man, and Jersey.

Brookfield Wealth Solutions Announces Year End 2024 Results and Declares Quarterly Distribution Increase

This distribution is identical in amount per share and has the same payment date as the quarterly distribution announced

Evelyn Partners International relocates to new office in St. Helier

Team in Jersey bolstered with flurry of new hires

Maximising wealth management: The benefits of Guernsey Private Investment Funds

With Guernsey’s well-established financial sector, PIFs present an opportunity for tailored investment solutions that align with both current market trends and long-term wealth strategies.

Praxis Receives STEP EPP and ACCA Re-accreditations, Recognising its Commitment to Excellence

The renewal of the STEP Employer Partnership Programme (EPP) Platinum accreditation reflects the company’s ongoing commitment to excellence

Northern Trust Expands Partnership with Alchemy to Support Its New Special Opportunities Fund

Northern Trust Expands Longstanding Relationship with Alchemy Helping to Launch its Fifth Special Opportunities Fund

Bedell Cristin Advises on Sale of Advisa Wealth

Advisa’s trusted brand and financial planning expertise is expected to complement Titan Wealth’s existing services.

Wealth and Asset Management