Managers of Wealth Offshore

Reshaping wealth management to meet evolving market needs

How BOV's offerings are being reshaped

Global wealth set to contract over 2% in 2022

Average nominal growth of financial assets is expected to be at 4.6% until 2025, according to Allianz

Royal Bank of Canada celebrates 60 years in Jersey by supporting local community

RBC Wealth Management first established a presence in Jersey in 1962.

Suntera Global Director Shortlisted for IOD Jersey Awards

The Jersey Director of the Year Awards are designed to recognise directors who are helping to lead their teams through the current difficult economic climate, and to also celebrate equality, diversity and inclusion, sustainability, and young directors.

Royal Bank of Canada completes acquisition of Brewin Dolphin

Deal creates premier wealth manager in the UK, Channel Islands and Ireland

Solid performance for Brooks Macdonald International in annual results

The results also reflect the full year impact of the Lloyds Channel Islands business, which was acquired in late 2020.

British astronaut tops the bill for Guernsey Private Wealth Forum

The theme of this year’s Private Wealth Forum is ‘Families Investing in the Future’, and will explore the importance of the next generation, succession planning and incorporating new and innovative technologies.

Credit Suisse finances debt conversion for marine conservation in Barbados

Barbados will direct the fiscal savings from the debt conversion, realized through lower debt service payments, to the Barbados Environmental Sustainability Fund (BESF) via a Conservation Funding Agreement.

Further Recognition for Daniel Cavey in ePrivateClient Listing

The ePrivateClient Top 35 Under 35 list was published on 5th September and lists the top 70 future industry leaders

James Angus named in eprivateclient Top 35 under 35

The Top 35 Under 35 is designed to identify, recognise, introduce and promote the rising stars of the private wealth advisory sector.

Three benefits of outsourcing your family office services

By contrast, those who take advantage of family office service providers can avoid several pitfalls, including time-constraints, a significant money drain and inflexibility.

Ellen Hibbs Named as Top 35 Under 35

The prestigious list highlights those young private client practitioners achieving great things

Apex Group expands North America presence with Prometa acquisition

Apex Group’s services are provided through a single relationship, offering efficient, scalable solutions and enabling clients to grow and expand into new jurisdictions.

JTC Private Office Shortlisted in the 2022 Spear's Awards

The winners will be announced at an award ceremony on 2 November 2022 at the JW Marriott Grosvenor House, London.

Inveniam partners with Apex Group to power improved valuations, increased liquidity for Private Assets

Through the partnership, Inveniam and Apex Group will use Inveniam’s patented blockchain technology

Carey Olsen's Dean Robson named as a leading young adviser

Having earlier in the year featured as part of the Channel Islands Top 35 Under 35, Dean is one of six individuals from offshore law firms to also be selected for the UK edition.

Butterfield buys trust business from Credit Suisse

All parties are committed to ensuring a seamless transition with a focus on the continuation of services for trust clients.

Strong year for private banks in 2021 but headwinds are picking up

Private banks in Switzerland experienced a golden year in 2021. Assets under management rose by CHF 373 billion last year.

Completion of BNP Paribas Jersey Trust Corporation Limited

This latest deal will bring additional scale and local expertise to ZEDRA’s already fast growing Jersey office.

JTC to buy New York Private Trust Company

The transaction remains subject to various closing conditions and final regulatory approvals and is expected to complete before the end of the year.

Wealth and Asset Management