Managers of Wealth Offshore

Meritus Trust Shortlisted For STEP Award

Meritus Trust Company Limited announced that it has been shortlisted for the “Independent Trust Company of the Year” category of the 2015/2016

Isle of Man Aviation Conference reinforces industry strength

The 5th annual Isle of Man Aviation Conference took place at the Villa Marina in Douglas on Thursday 25 June with an upbeat message from Economic Development Minister Laurence Skelly and the Isle of Man's Director of Civil Aviation Simon Williams.

Citywealth names eight Ogier private client specialists on Leaders List 2015

Sally Edwards, who heads Ogier’s Private Client and Trusts team, is ‘the guru of the Jersey trust world’ according to a client testimonial shared by Citywealth. She is named on the Honours List and as a Citywealth Power Woman.

No longer so secret, Swiss banks look to expand after purge

After billions of Swiss francs in withdrawals, recent figures from UBS <UBSG.VX> suggest the tide is beginning to turn.

Malta at the Forefront of Family Business Legislation

This week, Malta has been reconfirmed as leader in the delivery and performance of eGovernment services amongst 33 countries (28 European Union Member States together with Iceland, Norway, Serbia, Switzerland and Turkey).

Guernsey's fund industry saw growth during Q1 of 2015

It means the net asset value of all funds under management and administration in Guernsey now stands at £222.2 billion.

CIBC FirstCaribbean positioned for growth says CEO

CIBC First Caribbean International Bank is experiencing significant growth across the Caribbean and is working with several public and private sector entities to implement multi-million dollar projects across the region.

Why Augmentation NOT Automation will Triumph as Robo-Advisors Evelove

In 1997, an IBM computer named Deep Blue took on chess grandmaster Garry Kasparov and won. It was hailed as a major victory in the machine vs. man battle for supremacy.

Switzerland faces competition from Asian booking centers

Dubai emerges a fast growing asset booking centre

What marketers can learn from private banking and the Daddos

The only thing we did have in common is our lack of the need of anything approaching a private bank.

Switzerland admits being ‘attractive’ for money laundering

Switzerland has been facing pressure from several nations to share details of Swiss bank customers suspected of holding illicit funds

BL Events launches Guernsey Trusts Conference 2015

As part of its ongoing senior-level conference programme for 2015, BL Events has announced its Guernsey Trusts Conference for 2015.

Repositioning Private Capital: Money Movements Around The Globe

Over the past six years, there have been substantial withdrawals from offshore client accounts, to the tune of as much as CHF350 billion.

FCA Approval for Maitland’s Acquisition of Phoenix Fund Services

The existing Phoenix Fund Services senior management team will remain as directors and will continue to fulfil key management roles within the combined organisation which will adopt the Maitland brand name.

Hawksford formalises leadership structure

The new leadership structure reflects the nature of the work Hawksford is undertaking

A matter of principle by Penny Lovell, Close Brothers

Weekly Close Up

Partner support agreement signed between Malta Chamber and HSBC Bank Malta

The agreement was signed by Malta Chamber President Anton Borg and Michel Cordina, Head of Commercial Banking at HSBC Malta.

Jamaica pushes as home to HSBC HQ

British banking giant, HSBC, is considering relocating its headquarters out of the UK, and one Caribbean state is now vying for the spot

Guernsey private wealth news

Review of recent Guernsey private wealth news and details of our upcoming events.

Persistent Industry Challenges and Needs of Younger HNWIs Are Changing the Role of Wealth Managers

Wealth managers and firms need to evolve to meet the complex needs of their clients or risk losing business

Wealth and Asset Management