Managers of Wealth Offshore

Employees at UBS Global Wealth Management Complete JET Jaunt

Throughout the three-day trip and while racing to the final destination, they completed location-based challenges designed to test creativity, teamwork and endurance.

Hawksford maintains European expansion with United Group acquisitions in Luxembourg and Malta

The latest acquisitions represent another key step in strengthening Hawksford’s European footprint, expanding its proposition in Luxembourg, while also adding a new operation in Malta.

Alternatives in a New Wealth Management Era

This is just one of the key findings in a revealing new report produced by Alternatives Watch, in partnership with Jersey Finance, Convergence Inc. and Templum.

Opera announces further expansion through acquisition of Accuro

Accuro joins Opera as part of Project Overture, a five-year plan to optimise how the group operates, grows organically and expands into new markets and jurisdictions by partnering with the right businesses.

Empowering Entrepreneurs and Wealth Creators: The Role of Guernsey’s Private Wealth Industry

Fiduciary professionals in Guernsey also offer specialist advice on environmental, social, and governance (ESG) investment strategies

Apex Group launches AI-Driven WealthTech platform to expand retail access to private markets

The platform helps firms’ future-proof their strategies amid the expanding private markets and digital asset landscape, while ensuring compliance with a rapidly evolving regulatory environment.

Disrupting the market while focusing on clients’ needs

“We’ve always wanted to work for ourselves, so we got together and set about doing it.”

Saffery Trust wins international award for second year in a row

The company also pointed to investments in staff training and development, noting it has been recognised as a STEP Platinum Employer for ten consecutive years.

The rise of the family office

The rise of family offices as fund clients is also reflected in the broader growth of private funds domiciled in the Cayman Islands, which increased by over 36% from 2020 to 2025.

UBS joins forces with Supertri and loca charities to drive inclusion and community spirit in Jersey

UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.

Triangle Life launches policy for high-net-worth clients

Global Harmony will be offered exclusively through independent brokers and advisers.

JTC Reports Strong Organic Growth and Good Momentum in Interim Financial Results 2025

Recent strong performance has continued with net organic growth of 14.5% (H1 2024: 13.9%) and new business wins totalling £8.4m.

International Financial Centre Awards shortlist from Crown Dependencies announced

These jurisdictions — Guernsey, Jersey, and the Isle of Man — have long been pillars of excellence in the private wealth sector, and this year’s shortlist underscores their continued leadership and innovation.

Professionals and firms shortlisted for awards

Now in their 15th year, the awards celebrate excellence in the private wealth sector across major international financial centres.

National ‘future leader’ recognition for Crestbridge Family Office Services

Through her inclusion in the national list, she is noted as combining a strong academic record and class topping exam results with a firm commitment to continuous self-improvement and professional development.

UBS Joins Forces with Supertri, BSK and JET to Drive Community Impact in Jersey

UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.

Multiple Shortlistings for JTC at the 2025/26 Citywealth IFC Awards

The winners will be determined through a combination of online public voting and assessment by an independent panel of judges.

Family Offices Accelerate Their Professionalization and Diversification Amid Geopolitical and Regulatory Uncertainty

Family offices intensify their diversification and professionalization in response to geopolitical instability and regulatory changes

Praxis deepens yacht services offering with new strategic partnerships

The partnerships with Travel Cue and MIMO Connect, represent a natural evolution of Praxis’ holistic approach to yacht and crew management.

Hawksford enhances European Fund and Corporate services offering via Luxembourg acquisitions

The acquisition of Equiom’s Luxembourg business follows Hawksford’s acquisition of Equiom’s Netherlands operation earlier this year.

Wealth and Asset Management