Managers of Wealth Offshore

Louvre launches charitable Foundation to benefit Guernsey’s community

The charitable Foundation’s administration costs are covered by the Louvre Group, so every penny raised goes straight to the good causes it supports.

Barclays Bank Seychelles to Begin Blue-to-Red Transformation Into Absa

Barclays Bank Seychelles said it is taking a sequenced approach to its change plans

Butterfield Announces 2019 Scholarship Recipients

Each year, Butterfield selects scholarship recipients from among hundreds of deserving applicants.

Ocorian expands African footprint with new East African office

Operating from the Nairobi office, we have also appointed Andrew Musoke as Business Development Director.

Jersey Finance Outlines Global Wealth Trends to Lebanese Audience

Jersey Finance Outlines Global Wealth Trends to Lebanese Audience The implications of exponential growth in global wealth and the increasing importance of corporate governance for family succession planning were amongst the themes discussed at Jersey Fina

Heather Tibbo nominated for elite private client list

Crestbridge’s Group Head of Family Office Services, Heather Tibbo, has been shortlisted for a directory identifying the world’s top advisers to high net worth individuals and their families.

Future of Wealth Management

A strong final message from the panel was regarding the risk of public beneficial ownership registers to the safety of high net worth families.

Wealth Transfer for the next generation in Monaco

It might be a surprising fact, that the Principality of Monaco protects the primary family member and not the relatives; therefore, Monaco supports the direct line of descents.

Zedra announces Swiss acquisition

The Lugano office will be ZEDRA’ s fourth in Switzerland and importantly will expand its footprint into the Italian-speaking region of the country.

Channel Islands' Investec Bank launches Isle of Man office

Investec has been nurturing its relationship with the Isle of Man over a number of years

Butterfield names four new graduate trainees

The graduate trainee programme offers Bermudian university or college graduates the opportunity to gain experience in all aspects of banking and wealth management.

Julius Baer Streamlines Leadership

Effective 1 January 2020, Julius Baer’s executive leadership team will follow a simplified organisational structure. Competences and market responsibilities will be bundled, enhancing client focus and enabling fast decision-making.

Bahamas Promotes Wealth Management In New York

The briefing, under the theme Leveraging IFC’s for Family Wealth, was held at the Century Association, a private club in New York.

JTC wins at STEP Private Client Awards

JTC’s proprietary private office technology Edge was also recently recognised at the Wealthmanagement.com awards, where it picked up the award for ‘Family Offices: Client Initiative’.

Ultra Wealthy Population Analysis: The World Ultra Wealth Report 2019

This subdued increase comes on the heels of a year of significant growth the prior year, when the population increased by nearly 13%.

Credit Suisse Saga Reveals Ever-Present Bank Surveillance State

Call it the banker-surveillance state -- a phenomenon probably as old as banking itself.

Win for JTC at STEP private client awards

“As the most sought-after award in our market space, this is a fantastic achievement for the team in what has been another strong year for JTC."

Bank Of Butterfield Decreases Loan Rates

Butterfield is currently reviewing rates paid on fixed-term deposits and may make adjustments to some products as a result of the Fed Funds Rate change.

Wealth managers not equipped to deal with rise in high net worth demand for offshore investments, says GlobalData

The proportion of HNW individuals that invest offshore has been on the rise despite the scandals that have shaken the industry and ongoing negative media coverage.

Globalisation and Socially Responsible Investing on the Agenda for Jersey Finance Annual London Private Wealth Conference

This week’s fully subscribed event, to be held at 8 Northumberland Avenue, London, will see hundreds of delegates from across the private wealth and financial services sphere attend to hear from experts and well-known public figures.

Wealth and Asset Management