Managers of Wealth Offshore

Isle of Man: Barclays supports World Cup Charity Dinner

Barclays Wealth and Investment Management has announced it is supporting a World Cup-themed dinner which will raise funds for the Manx Miracles charity.

Third Financial Software Wins Award for ‘best Technology Provider – Front Office’

Third Financial Software has a strong and continually growing base of wealth management clients in the UK and Channel Islands.

Jamaica: Proven buys First Global Financial Services

Proven will change the name of the securities dealer and eventually merge it with its wealth management arm

Saffery Champness directors recognised in 2014 Citywealth Leaders’ List

The ninth annual leaders list features prominent figures from across the legal and private wealth management sectors.

Canaccord Genuity Wealth Management sponsors new lunch time race series

Canaccord Genuity Wealth Management is sponsoring a new lunch time race series organised by Run Jersey.

STEP Guernsey consider trustee investment issues

Justin Oliver is part of the multi-manager team

Cayman Islands: Zulnet Starts Campaign to Raise a Listed Philanthropic Algorithmic Currency Hedge Fund

Zulnet is an algorithmic currency trading and hedge fund management company. It is looking to raise a listed Philanthropic Algorithmic Currency Hedge Fund on Cayman Island Stock Exchange’s in the final quarter of this year.

Capital G Bank rebrands as Clarien

The ownership of Clarien Group Limited is 80 per cent CWH Limited and 20 per cent Edmund Gibbons Limited.

Brooks Macdonald Acquires Jersey-based Wealth Manager

In a statement, the AIM-listed wealth manager said the acquisition increases pro forma discretionary funds under management by GBP360.0 million to GBP6.04 billion.

Rowan Dartington acquires Isle of Man based online wealth platform

Isle of Man-based company supports the international adviser community through an open architecture platform which offers funds, direct equity holdings, structured products and various other investment instruments.

Wealth Structuring 20:20 by Appleby

A feature publication that aims to tap into the issues facing high net worth individuals and their advisers

Wealth and asset management: 2014 key themes

Based on our analysis, these are some of the key themes we expect to emerge in 2014, organized by region:

Kaupthing creditors fear Investec intends to walk away from £150m debt

Debt is legacy of Investec's administration of an offshore trust on behalf of corporate raider Robert Tchenguiz

First Names ties up Mercator purchase

First Names Group has completed its acquisition of Mercator in Guernsey in a move that will position the Group as the largest trust, funds and corporate services provider in the Channel Islands.

March 2014 PCI and ARC Charity Estimates

The March and Q1 2014 performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.

Leading international trust and corporate services provider shortlisted in prestigious awards

These prestigious international awards recognise the excellence of individuals and companies in the private wealth sector.

Bank of the Bahamas: 'Worst' Over In 2014 Despite $4.2m Loss

The second quarter loss took the half-year plunge ‘into the red’ to $7.348 million

THERE’S A FLASH of colour about banking life at Nedbank Private Wealth

The firm, formerly Fairbairn Private Bank, scores highly in the Giving Something Back category (85% positive, ranking 12th).

IoD lunch to highlight future prospects for Jersey’s finance industry

Geoff Cook, CEO of Jersey Finance, will be the guest speaker at this month’s IoD lunch to give a talk entitled ‘First for Finance: current performance and future prospects for Jersey’s Finance Industry’.

Barclays Wealth and Investment Management Supports Institute of Directors' Event

Barclays Wealth and Investment Management is to sponsor an Isle of Man Institute of Directors’ event which will feature an address by author and inspirational speaker Neil Francis.

Wealth and Asset Management