Managers of Wealth Offshore

Ocorian wins private client sector award

The award also highlighted Ocorian’s leading learning and development platform, which enables continual professional development at all levels.

Ogier remains the only firm with top-tier ranking across Cayman, Guernsey and Jersey in Chambers HNW Guide

Ogier is "the go-to firm on the island for Jersey private client expertise", with James Campbell, Josephine Howe and Katherine Neal all being marked out as notable practitioners.

Saffery Champness wins at eprivateclient Excellence Awards 2022

Recognising the efforts and initiatives of Saffery Champness across its offices in Guernsey and Switzerland, the judging panel noted the firm had “demonstrated many achievements over the past 12 months.

Carey Olsen supports Gurr Johns on launch of art lending fund

The fund will support Gurr Johns' established service offering, with Gurr Johns Capital having a specific focus around creating bespoke financial solutions for individuals, galleries, companies and institutions – whether that be for releasing l

HIGHVERN announces summer promotions

The HIGHVERN group now consists of over 100 employees worldwide following their expansion into Ireland, Guernsey, Switzerland and the Cayman Islands.

Accuro Finalist at the Step Private Client Awards 2022

Being a finalist for the 6th year running is an honor and a recognition of the high quality service delivery to our clients along with the continuous commitment of our colleagues.

Two from IQ-EQ shortlisted for 2022 Citywealth Future Leaders Awards

The Future Leaders Awards champion the rising stars of the private wealth sector aged under 40, who not only excel at their work and display strong leadership potential but are also making a positive difference to society.

Three Shortlisted From JTC In The Citywealth Future Leaders Awards 2022

These awards aim to champion young professionals in the wealth sector and highlight our leaders of today and tomorrow.

Accuro finalists of the STEP Private Client Awards 2022

The STEP Private Client Awards are widely acknowledged as the most prestigious Awards

Butterfield appoints two senior roles in personal banking expansion

Julian and David will oversee that process of continued development.

Ocorian are the silver trophy winners at the Citywealth Brand Management and Reputation Awards 2022

For over six years, these prestigious awards have highlighted and recognised the contributions of over a hundred marketing, business development and public relations professionals within the wealth management industry.

Cayman Islands Trusts

Recording a trust in writing is generally advisable because it provides more clarity as to the terms of the trust.

Investec Wealth and Investment grows Guernsey team

Joe has a particular focus on the Trust, Corporate, Family Office and Private Client markets.

Highvern shortlisted for two STEP Awards

These Awards are viewed as a hallmark of excellence and innovation amongst private client professionals worldwide.

Five reasons to use a Guernsey trust

They may also consider trusts for managing property investments, which have potential planning and tax pitfalls that clients need to be aware of.

Collas Cril shortlisted for STEP Private Client Awards 2022

This year saw a record number of entries, with the panel of judges only shortlisting those firms they felt to be the most outstanding.

JTC Announced as a Finalist in the STEP Private Client Awards

JTC has a strong success history in these awards having won the title of ‘Trust Company of the Year’ in 2019/20 and being shortlisted again in the following years.

Apex Group wins Octopus Investments Australia mandate

Octopus Australia is building a portfolio of renewable energy assets that will help Australia lower its carbon emissions and meet its renewable energy targets while delivering sustainable, long-term returns for investors.

Carey Olsen named a finalist for two STEP Private Client Awards

This year's awards also saw a record number of nominations, with 337 submissions from 27 countries for the 21 categories available.

Bermuda Claims Against Credit Suisse Now More Precisely Defined

That amount more precisely determines the amount of the loss, which Credit Suisse estimated to be around $600 million in its first-quarter report.

Wealth and Asset Management