Managers of Wealth Offshore

Peregrine Wealth marks 25 years of ‘Offshore Investment Expertise’

The fund was structured as a Guernsey-based Fund-of-Funds and marked a significant milestone in the company’s global expansion.

IQ-EQ shortlisted for ‘Employer of the Year’ award

It’s not the first time that IQ-EQ has received recognition in this field.

JTC Completes Acquisition of Citi Trust

The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.

The Royal Mint launches new Britannia ‘secure’ gold bars

SWP clients now have priority access to these highly anticipated bars

Winners from Crown Dependencies announced for Citywealth Brand Management Awards 2025

They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.

HIGHVERN in the running for STEP Trust Company of the Year

The annual awards are globally recognised as a benchmark of excellence in the private client industry, celebrating the highest standards of service, innovation, and professionalism across the wealth management sector.

Triple shortlisting for Saffery Trust for STEP Private Client Awards

The categories assess a broad range of criteria including excellence in client service, innovation, and employee engagement across the private client industry over the prior year.

Praxis earns back-to-back STEP Private Client Awards nominations

This year’s awards attracted a high number of entries, with 337 submissions across 25 countries.

Naomi Rive Earns Spot on Spear’s Magazine Family Office Services Index

This recognition demonstrates her exceptional contributions and leadership in the industry.

Rising stars at Ogier named in eprivateclient's 2025 Crown Dependencies NextGen Leaders list

The annual list by eprivateclient recognises, introduces and promotes outstanding professionals and talent based in the Crown Dependencies.

Affinity Private Wealth Sells Investment Business to Capital International, Focusing on Growth in Private Wealth

This sale will allow Affinity Private Wealth to focus solely on its core strengths in delivering bespoke private client, trust and fiduciary services.

Senior Associate Melissa Wong named in 2025 eprivateclient Crown Dependencies NextGen Leaders

Melissa is a Senior Associate within the Corporate department in the Isle of Man, specialising in Private Client & Trusts work.

HIGHVERN’s Jack Barlow named on Eprivateclient Next Gen Leaders 2025 List

The list, which was open to nominees from within the private client advisory professions, is decided by several factors

Imperium colleagues recognised in prestigious industry awards

These awards celebrate outstanding professionals under 40 in the private wealth industry across the UK and Crown Dependencies.

NextGen Leaders list accolade for Bedell Cristin's Ema Francisco

Recognition is based on the stature of the employer, feedback from senior industry figures, and the active involvement of individuals in business development and promoting good organisational culture.

JTC Strengthens Partnership with TISE Through Comprehensive Scheme of Arrangement Services

As Registrar of TISE, JTC Registrars Limited has consistently provided the full suite of registrar services, including the provision of CREST services.

Back-to-back win for Saffery Trust in eprivateclient Excellence Awards

The firm received a Highly Commended recognition in its first year of entry, followed by three successive wins, including back-to-back success in the most recent years

Former UK Cabinet Minister to Headline Private Wealth Conference

He will be joined by a number of expert speakers at the half-day London event to be held at the Brewery on Tuesday 23 September.

Sarah-Louise Mason shortlisted in Citywealth's Future Leaders Awards 2025

In its eleventh year, the Future Leaders Awards champions young professionals in the wealth sector and highlights the leaders under forty of today and tomorrow.

Private Wealth Network Returns to New York

This week, we hosted the second event for our Private Wealth Network, a series led by Philip Pirecki, Jersey Finance’s Lead in the Americas.

Wealth and Asset Management