Managers of Wealth Offshore

Malta’s Warm Welcome to the World of HNWIs, Wealth Management and Digital Assets

Vasoli explained first that he is director of the law and tax firm dMTV, standing for his family’s surnames de Masi Taddei Vasoli.

Smith & Williamson delivers positive first half performance

The first six months of the financial year have seen strong revenue growth across most of our business lines, accompanied by further strategic investment in our core systems.

Key trends expected in the wealth management and private banking space in 2020 - RBC

Another trend concerns the fact that life expectancy continues to increase, and families will find three and, in some instances, even four generations of family members alive at the same time

Oak CEO included in 2020 eprivateclient 50 Most Influential list

Chief executive officer of Oak, Stuart Platt-Ransom has been named in the 2020 eprivateclient 50 Most Influential list.

SANNE and COLMORE share joint insight into the future of private markets

Both organisations are excited about what the future holds.

South Africa managers pick up on Guernsey investment solutions

SA managers will be aware of the European UCITS funds, but Guernsey’s message is to look beyond the obvious.

Catherine Taylor Named in Citywealth’s International Powerwomen Top 100 list

Catherine has over 20 years experience in the finance industry, qualifying as a Chartered Accountant with Deloitte in 2000.

Head of Private Client Nick Cawley named in 50 Most Influential list

Those that have made it onto the list are the leaders when it comes to providing the best possible advice and service for clients

The APAC Balancing Act

For many businesses, staying true to the principles, strategies and decision making that fuelled early growth seems a sensible route to success.

CEO of Estera named in International PowerwomenTop 100

Following completion, Estera will merge with Inflexion’s existing portfolio company, Ocorian, to form a global corporate service and fund administration leader of significant scale.

Oak’s managing directors recognised in International Powerwomen Top 100

The ranking recognises women who are power players within the international wealth management community

Moores Rowland acquired by Isle of Man-based trust firm

The company has operated in Monaco since 1976

Butterfield wins Cayman Bank of the Year

The Banker, a Financial Times publication, is a UK-based periodical that each year selects banks in more than 100 countries to receive its annual awards.

Geopolitics and the private client world By Ashley Fife, Chairman- STEP Bermuda Branch

High net worth families increasingly seek to establish or re-domicile trusts and structure in or to politically, economically and socially stable tax neutral jurisdictions that are reputable well situated.

Praxis IFM reports on 2019 results

The Group’s net profit is down as a result of one-off technical factors associated with integration.

Bahamas' financial sector turns its sights on the Middle East

There is an opportunity for us to familiarize the Middle Eastern and Northern Africa (MENA) region with the offerings of The Bahamas.

Major challenges in Monaco: Banks

The government only requests your chosen bank to provide a letter stating you have sufficient means in which to live in Monaco.

Butterfield Bank’s Schrum receives accolade

The awards are given to inspiring financial leaders across a wide range of business sectors around the globe who continuously deliver outstanding results for their respective organisations and whose hard work, innovation and vision is worthy of recognitio

Bringing Wealth Startups

Startup hubs and incubators have proliferated, and with it have come firms developing new, potentially life-changing ideas.

FinanceMalta sponsors private wealth events

The Asian Wealth Solutions Forum was a great opportunity for delegates to share best practices, network and meet peers, learn new thinking and explore the latest trends from our inspiring and insightful speakers.

Wealth and Asset Management