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Wealth and Asset Management

05/15/2026

Guernsey Funds Forum 2026 focuses on ‘The Next Trillion’ for global private capital

The Forum brought together fund managers, legal advisers, administrators and industry specialists for a programme of keynote speeches, panel discussions and practical seminar sessions examining the future direction of the funds industry and Guernsey&r

05/15/2026

UBS’s Tom Wheeler Shortlisted in Jersey Finance Rising Star Awards

Recognised for his thoughtful approach, professionalism and strong communication skills, Tom has built lasting relationships with both private clients and corporate service providers.

05/12/2026

Crestbridge Family Office Services People Managers Become Accredited MHFAs

It also aims to help foster and support a culture of mental wellbeing in the workplace.

05/11/2026

Isle of Man firm wins for eighth year in a row at City of London Wealth Management Awards

‘This recognition is a testament to the dedication, professionalism and hard work of our entire team’

04/30/2026

Suntera Global expands US footprint through agreement to acquire Experienced Advisory Consultants LLC (EAC)

Given its existing reputation and success, EAC will continue to operate under its current leadership of Ed Fasano with his management team and professionals

04/30/2026

Top wealth planning strategies for high-net-worth individuals in 2026

With new tax regulations such as the removal of the non-domicile tax regime and changes to IHT and CGT, minimising tax liabilities by employing the most tax-efficient and compliant solutions is essential for HNWIs.

04/29/2026

Butterfield Reports First Quarter 2026 Results

The return on average common equity for the first quarter of 2026 was 22.1% compared to 22.7% for the previous quarter

04/28/2026

JTC Group and JTC Law Support Landmark Fundraise for Invesco Bond Income Plus Limited (BIPS) After UK Prospectus Rule Changes

The deal not only marks a milestone for BIPS but also reinforces JTC’s leadership in navigating complex regulatory developments and further establishes Jersey’s reputation as a premier jurisdiction for listed investment funds.

04/27/2026

Family offices go global as complexity reshapes wealth management

Annerien Hurter, Global Head of Private Client at Ocorian, noted in the report’s introduction that the sector had undergone a fundamental transformation.

04/24/2026

Luxury property sales and wealth migration boost Cayman’s profile

Local property market data shows that Cayman’s real estate sector set a new all-time record in 2025, with total sales exceeding US$1.086 billion, across 858 transactions, according to the Cayman Islands Real Estate Brokers Association.

04/24/2026

Global Banking & Finance Review Awards® 2026: DeVere Investment Honoured with 14 Years of Excellence in Wealth Management Mauritius

This recognition highlights the firm’s sustained performance, client-focused approach, and long-standing contribution to the wealth management sector in Mauritius.

04/21/2026

Building Resilience in Private Wealth Structures: a Long-term Perspective

Families now often hold assets, businesses and residences across several jurisdictions, each with its own legal, tax and regulatory framework.

04/15/2026

Carey Olsen shortlisted for Offshore Firm of the Year at the Chambers High Net Worth Awards 2026

The finalists have been selected following extensive research and a rigorous selection process conducted by the Chambers and Partners research team.

04/14/2026

Investec Bank (Channel Islands) Recognised as Best ‘Overall Private Bank’

Judges highlighted the bank’s commitment to clients, colleagues and community, as well as its focus on thoughtful leadership, people development and proposition enhancements.

04/14/2026

Head of Private Clients at Investec Bank Recognised at Citywealth IFC Awards

Winners were announced at an awards ceremony held at The Biltmore Mayfair Hotel in London.

04/14/2026

Cayman Islands reserved powers trusts: A sophisticated approach to integrating wealth preservation and strategic influence

A Cayman reserved powers trust offers a calibrated, sophisticated alternative.

04/10/2026

Annual General Meeting of Julius Baer Group Ltd.

The members of the Board of Directors and of the Executive Board were discharged for the 2025 financial year.

04/07/2026

JTC 2025 Full Year Financial Results

Resilient Full Year Performance with Record New Business Wins as JTC Enters New Era

04/01/2026

Nedbank Private Wealth launches Isle of Man future leaders’ initiative

“The turnout and energy at the first event was fantastic, and we were pleasantly surprised with the enthusiasm and openness of attendees,” Karim Chowdhury added.

03/30/2026

Team to acquire Epic investment mandates and Epic Guernsey business

The company said the mandates are mainly multi-asset, fund-based and discretionary, and fit with its current investment approach.

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