Managers of Wealth Offshore

Matthew Burton named one of 50 Most Influential

The 50 individuals listed were selected by judges based on the achievements that potential candidates made over the past 12 months, considered alongside their reputations.

Apex Group wins Capital Prudential mandate

Fund administration is at the core of Apex’s single-source solution, delivering timely, accurate and independent services, underpinned by market leading technology platforms.

BVI funds for families

The decisive criteria for the best structure and jurisdiction will depend on the particularities of each family and their asset structure.

RBC Wealth Management provide a deeper look at UK and European inflation

In the spring, the lifting of the energy price caps will likely also mean higher energy bills, even as wholesale natural gas prices come down.

JTC Shortlisted in the Citywealth 2023 Magic Circle Awards

For nearly twenty years, the Magic Circle Awards have been attracting the leading professionals from the top firms

RBC Wealth Management to exit Guernsey

The full closure could take up to two years

Two UBS Jersey leaders nominated for Woman of the Year category in global Powerwomen Awards 2023

The awards champion women in the wealth management sector and both Fiona and Helen, have been nominated for the ‘Woman of the Year – Jersey’ category.

Apex Group closes acquisition of the Maitland business

Recent acquisitions of Maitland and Sanne establish Apex Group’s footprint in South Africa

TISE enters anniversary year with record number of listings

This contributed to TISE entering its anniversary year with a total of 4,020 securities admitted to its Official List, which is a rise of 10% year on year and the highest total since the Exchange opened for business in October 1998.

QE infinity set the stage for ‘funky businesses out of the Bahamas’: Mussie Kidane

The Pictet North American Advisors chief investment officer said that 2022 had been a radical rupture from the previous era.

10-years of Canaccord

As part of the celebrations, staff who have worked for the company for the last ten years and beyond were asked what working for the business has meant to them.

Canaccord Genuity Wealth Management celebrates 10th anniversary

An independent UK wealth management firm, CGWM UK offers private clients, professionals, and charities a complete range of fully integrated wealth management services from discretionary investment management to expert financial planning advice.

Investec wins award for best CI private bank

The awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have “demonstrated innovation and excellence during the last year”.

IQ-EQ wins two awards at 2022 WealthBriefing Channel Islands Awards

The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.

Alex Picot Trust Director awarded ‘Leading trust professional’ at WealthBriefing CI Awards

The WealthBriefing Channel Islands Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.

Four wealth management trends taking over in 2023

Face to face will never be replaced, though if technologies aren’t adopted by market participants, they will face a competitive disadvantage.

Ocorian wins Best Family Office Governance in Channel Islands

Ocorian was awarded the ‘Best Family Office Governance’ award at the event, which celebrated the brightest and best among the Channel Islands’ world-renowned wealth management industry.

Interview with Paul Donovan, UBS Global Wealth Management by Luke Hanratty

Luke Hanratty, a Director in our High Wycombe office interviews Paul Donovan

Inaugural Wealthbriefing CI Awards presented

The inaugural Wealthbriefing Channel Islands Awards have been presented this week.

Butterfield wins top bank award for 10th year in a row

Earlier this year, Butterfield was also named Bermuda’s best private bank by The Banker/PWM and Global Finance magazine.

Wealth and Asset Management