Managers of Wealth Offshore

Third ‘Most Influential’ listing for Saffery Trust Director

Lisa’s work in this area saw her working in partnership with specialist advisors to successfully attain a blessing from The Grand Court of the Cayman Islands

Saffery Trust celebrates 95% staff retention rate

Saffery Trust’s Cayman team doubled in size through 2023.

TISE sets new records during 25th anniversary year

Despite continued adverse macro-economic conditions, there were 842 new listings on TISE during its 25th anniversary year.

HIGHVERN launches Fund Administration business in Guernsey

Since then, the company has continued to build out its expertise in private wealth, developing HIGHVERN’s reputation as a firm that operates with integrity, discretion, and responsibility.

Family offices: the new powerhouses of asset management

The range of services they offer now encompasses more than investment advice and third-party management

Bedell Cristin Partner Nancy Chien Recognised in the Eprivateclient 50 Most Influential List for the Third Consecutive Year

Nancy and her team advise UHNW families, family office and intermediaries

What is a family office?

A family office is a private wealth management advisory firm that serves ultra-high-net-worth individuals and families.

Boston acquires Turnstone’s Isle of Man fiduciary business

The move will see Roelf Odendaal, the co-founder of Turnstone (Isle of Man)

Ocorian senior trust administrator recognised for STEP achievements

We are very proud of Maisie’s incredible accomplishment in her STEP examinations

Isle of Wight Santander closes for month-long refurbishment

The work is expected to take about a month and customers have been told to try mainland branches instead.

Hawk Group Limited and Sancus Lending (Jersey) Limited Announce Strategic Joint Venture to Amplify Market

This collaboration marks the first truly expert family debt vehicle through which investors are able to benefit from innate stability and growth.

Awards recognise excellence in wealth management field

Designed to recognise “innovation and excellence” during the year, the awards are organised by the global private wealth publisher.

Pacific Trustees, Labuan IBFC hold wealth management masterclass

Labuan IBFC, located off the coast of East Malaysia, provides a safe and holistic ecosystem for businesses, acting as a gateway for companies to Southeast Asia while implementing an efficient and flexible tax system.

Melville Douglas’ Head of Portfolio Management recognised at Wealthbriefing awards

The annual WealthBriefing Channel Islands Awards program recognizes the most innovative and exceptional firms, teams and individuals.

Windermere Group celebrating 20 years of success at the cutting-edge of global wealth management

John has served as a board member of the Bahamas Financial Services Board and on the boards of numerous companies

JTC Recognised as a Leading Brand in Wealth Management Reputation Awards

The firm took home the award in the ‘Brand of the Year’ category at the 2023 Awards, which were held in London on 20th June.

TISE congratulates Guernsey sailor who mixed it with world’s best

TISE is currently celebrating its 25th anniversary year of operating a public market for bonds and equities and earlier this year launched a new private markets service.

Island’s partnership with United Arab Emirates praised

The memorandum of understanding signified “a shared ambition between the EFOA and the Government of Bermuda to strengthen cross-border ties between family offices registered in both jurisdictions”.

Investec names best Private Bank in the Channel Islands for second year

The awards recognise the very best operators in the Channel Islands wealth management sector, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process.

Evolving Attitudes: High Net Worth Individuals Navigate the Storm

They certainly seem to have an interest in a broader set of subject matters to be initially discussed than what has historically been the case, which has been investment returns.

Wealth and Asset Management