Managers of Wealth Offshore

PB opens in Switzerland and looks for 40 employees

Quintet appointed Jakob Stott as interim Group CEO, also in March, after previous CEO Jürg Zeltner died.

Butterfield Reports First Quarter 2020 Results

Net income for the quarter ended March 31, 2020 was $40.3 million, down $3.6 million from $43.9 million in the prior quarter.

'Steadying the ship' for Alternative Investment Fund Managers during uncertain times

As the crisis continues to unfold, we expect our AIFM teams to be increasingly busy.

Lombard International Group supports Médecins Sans Frontières’ COVID-19 Crisis Fund

In addition to financial aid, Lombard International Group is launching an employee-driven fundraising campaign to further support MSF’s COVID-19 Crisis Fund.

ZEDRA launches corporate management services in the US

Whatever the reason for having a US vehicle, our clients want to work with a trusted partner, especially in the context of understanding local requirements and keeping the entity in good legal standing from a US and global context.

SMP Group announces major acquisition

SMP and RBC have a long history of working together to provide global solutions for private wealth structuring.

Jonathon Clifton featured in CEO Magazine Asia with his management philosophy

Having led his team through massive changes in the past decade to become what it is today, Jonathon sees change as an opportunity and therefore encourages his team to face change with a positive perspective

Securing the family’s future: when family offices operate as asset managers By Steve Sokic, IQ-EQ

In this context, it is significant that family offices are spending more on family professional services, with the average spend per family office reaching US$1 million in 2019

Why brand building is essential in times of precarity

The key to the popularity of these durable advertising campaigns was that they exercised a ‘feel good’ factor and prompted memories of better times.

JTC Reports Continued Disciplined Growth For 2019

JTC acquired Exequtive Partners in Luxembourg and small bolt-ons in the Cayman Islands and Netherlands

Spotlight on succession planning in Africa

Considering the prevalence of family-owned businesses across the continent, family offices are well placed to facilitate the protection and transmission of wealth.

Ocorian boosts funds offering with acquisition

This strategically important acquisition adds depth and breadth to our funds business

Family Offices: A Manual for the Digital Age

The end of Swiss banking secrecy has done little to dissuade the wealthiest of Germans from setting up in Switzerland.

Significant rise in clients in Latin America requesting succession planning, reports ZEDRA

While not linked directly to the Covid-19 outbreak, Zedra believes the publicity surrounding the pandemic has acted as a catalyst, prompting clients to review how their estates will be managed.

Managers of Wealth Appreciates Its Advertisers

We’d like to express gratitude to our fantastic sponsors here at Managers of Wealth.

Keep moving and motivated with #cando

We’re creating a series of active and wellbeing videos, working with the fantastic TeamedUp and their Olympic and Paralympic athletes

Butterfield to Announce First Quarter 2020 Financial Results on April 30, 2020

Butterfield executives will also host a conference call for investors

Sionic Expands Global Reach with New Luxembourg Base

We’re continuing our growth across financial services with the establishment of a new capability in Luxembourg

Why patience is a virtue by Canaccord Genuity Wealth

Very little has been priced into corporate earnings yet, to reflect the massive drop in economic activity which has started in western countries.

IQ-EQ’s Laura Kearns shortlisted for Jersey Finance Rising Stars award

Hosted by Jersey Finance, these prestigious awards aim to reward and celebrate the successes and achievements of the young talent working within Jersey’s finance industry.

Wealth and Asset Management