Managers of Wealth Offshore

Julius Baer Guernsey wins big seven years in a row

This is the seventh year in a row that Julius Baer Guernsey has won at the Euromoney Private Banking Awards.

Opera Limited expands Oak Group with strategic acquisition of Bahamas fiduciary business

This strategic move aligns with Opera’s broader plan for sustainable growth through acquisitions, operational efficiencies, and innovation.

WealthBriefing award for RBC Wealth Management Jersey team

The wins cement RBC Wealth Management’s strong expertise in managing complex trust structures for its clients.

19 long-service awards celebrated at Saffery Trust

With just over 100 employees in its Guernsey office, 63% of the team have now been with Saffery Trust for between five and 40 years.

America's wealthiest see Channel Islands as 'attractive' place to move money, financial bosses say

With the stock markets spooked, leading to their worst day since the pandemic, there are American fears that restrictions could stop the country's wealthiest from moving money overseas.

Praxis Returns to Fund Administration in Jersey Following Regulatory Approval

The operation in Jersey complements Praxis’ existing fund administration services in the Middle East

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.

Wealth and Asset Management