Managers of Wealth Offshore

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.

APEX Global regulatory update Q4 2024

In Europe, the UK and Channel Islands are updating rules on crypto-assets, ESG, financial services, and anti-money laundering.

Butterfield reports net income of $216.3m in 2024 fiscal year

“The positive performance in the last quarter can also be attributed to the seasonal strength of both Cayman tourism and consumer credit card spend.”

IQ-EQ acquires Agama Group, gaining regulatory compliance service offering in continental Europe

Agama Group provides essential regulatory compliance, internal control and operations support to asset managers and funds across private equity, real estate and other asset classes.

Standard Chartered Jersey cites affluent client growth through Bank’s new global wealth campaign

The ‘Now’s your time for wealth’ global wealth campaign launched this month.

Appleby awarded Isle of Man Law Firm of the Year at Citywealth IFC Awards 2025

The IFC Awards brings together over 120 of the world’s top wealth advisors and private client experts.

JTC’s Global Expertise Recognised at Citywealth IFC Awards

In addition, the firm was also a runner up in the ‘Trust Company of the Year – Caribbean’ category.

Permian and Highvern Combine to Create New Leading Fund and Private Capital Services Platform

Already leaders in their respective markets, the Permian and HIGHVERN brands are long-established and have built strong reputations for service quality and the strength of their client relationships.

Mark Andrews awarded 'Trustee of the Year' at Citywealth IFC Awards 2025

His strategic vision and innovative approach set a high standard, fostering a culture of excellence and growth within the team.

Harneys recognised at the 2025 Citywealth IFC Awards

The Citywealth IFC Awards spotlight excellence, innovation, and leadership within the private wealth sector.

Jersey Wins ‘IFC of the Year’ at 2025 Citywealth Awards

Now in their fourteenth year, the awards aim to recognise excellence amongst advisers and managers in the private wealth sector across major IFCs.

Individual category win – Miami Family Wealth Report Awards 2025

Citco’s Ernesto Mairhofer triumphs in the Miami Family Wealth Report Awards incorporating Latin America and the Caribbean 2025.

Oak Group leaders recognised with industry honours

Stuart Dowding, Group Head of Private Client, was named one of the 2025 eprivateclient 50 Most Influential.

Guernsey Finance to update industry on new opportunities

Financial services in Guernsey is worth £1.3 billion to the local economy, which is more than the next 10 industries combined, representing 40% of GVA (gross value added).

Titan Wealth expands with acquisition of Advisa Wealth

This strategic move strengthens Titan’s international financial planning capabilities and enhances its presence in the Channel Islands.

Saffery Trust Associate Director and three Directors recognised in 2025 Global Elite directory

Donna and Lee join Guernsey and Cayman Director Lisa Vizia and Trust Director Dominic Lawton-Smith who have both retained their listing.

Manx Financial Group Acquisition of CAM Wealth Group Holdings Limited and CAM Wealth Group Limited

Cam Wealth will provide synergies in conjunction with the Group owned Isle of Man IFA, Edgewater Associates Limited.

TISE reports double digit listings growth and new records in 2024

The total market value of all listed securities surpassed the £750 billion mark for the first time, reaching £756 billion at the end of December.

Wealth and Asset Management