Managers of Wealth Offshore

Nomura announces asset management tie-up with OCBC

It is the first such collaboration between the two and has been driven by the resurgence of the Japanese economy

Trust Company of the Year Shortlisting for Standard Bank 

Winners are selected based on the recommendations of a panel of judges, combined with votes from clients and industry peers.

Transamerica Life Bermuda’s CEO and CCO Outline their Strategies for Refining & Elevating the Proposition

The firm is registered and operates in Bermuda, and has a substantial presence in Singapore and Hong Kong, where they oversee the business globally.

Tracing Wealth in the BVI in Aid of Arbitration: Unravelling the Breach of Fiduciary Duties

A good starting point if the assets have disappeared is to first to investigate the affairs of the possible rogue fiduciary and other closely connected persons.

Knowing HNWIs and UHNWIs

Steve Gully, director at Alex Picot Trust, was one of a number of Jersey trust professionals invited to provide insights into this hot topic for an editorial piece.

Swiss Private Bank, Banque Pictet, Admits To Conspiring With U.S. Taxpayers To Hide Assets And Income In Offshore Accounts

Bank Enters into a Deferred Prosecution Agreement for Criminal Misconduct and Agrees to Pay More Than $122.9 Million

Government MoU for family office business

The agreement is part of moves to promote Bermuda as a prime jurisdiction for family office business, an area of financial services that Bermuda wants to develop.

STEP NextGen Committee: Praxis Manager Nicola Archer invests in the next generation of trust sector professionals

The primary pathway to attaining full membership in STEP involves successfully completing exams and obtaining a diploma.

Key trends shaping the landscape of private wealth disputes

The mechanisms by which the establishment of a trust or an apportionment of trust assets can be invalidated are, absent demonstrating the existence of sham, very limited.

Julius Baer expert says 2024 marks start of new economic cycle

The impact of high inflation will still be felt next year

JTC to acquire Blackheath

The transaction is subject to various closing conditions and final regulatory approvals and is expected to complete during Q1 2024.

Crestbridge Family Office Services recognised at Wealthbriefing MENA Awards

This award serves to underline Crestbridge’s proposition in the Middle East market

Suntera Global wins at the IOM Awards for Excellence 2023

David Hudson, CEO at Suntera Global, also presented the ‘Leader of the Year’ Award at the ceremony

Hawksford to acquire Cayman and US-based firm Paradigm Governance Partners

The acquisition will bring Paradigm’s specialist range of governance services to Hawksford’s global fund manager client base, complementing its longstanding expertise in key regions including Asia, EMEA and the UK.

The future of the trust industry?

The data collected during the life of the pilot will ultimately be anonymised and turned into insights by data analysts.

Chris Mourant named in Citywealth NextGen Top 40 Under 40 IFC 2023

Chris’ current role has evolved somewhat in the last 12 months.

Jersey wins again at WealthBriefing MENA Awards

Family Office Governance Service Provision: PwC International Private Wealth & Family Office

Guernsey: New Report Highlights Latest Trends In Private Wealth Sector

Primary wealth management considerations for under 35s include: greater focus on sustainable and impact investments, greater interest in digital assets, and popularity of digital platforms.

Two Julius Baer Guernsey wealth managers in Citywire’s Top 100

Citywire, a financial media company offering news and analysis for financial professionals, compiles an annual list of the UK’s leading fund selectors, which is now in its 12th year.

Fairway's 'Rising Star' named

Chris is an integral part of the team

Wealth and Asset Management