Managers of Wealth Offshore

Why are high net worth investors turning to fund structures?

Typically funds are set up in Cayman, Jersey, Guernsey, Luxembourg or Dublin, although US resident investors may invest in US structures.

Zedra acquires Nordic business

The acquisition is subject to local regulatory approval. Interben’s existing staff will all join the ZEDRA Guernsey office.

Swiss Banking's $1.5 Billion Question

As the bigger question of Switzerland's overall relationship with the EU comes into focus, the banking lobby renewed its calls in a position paper on Wednesday: in short, market access in the bloc isn't simply a «nice to have» access

Appleby Champions Workplace Diversity And Boardroom Representation With Its Female Leaders Network

The network brings together a group of senior women in business, to meet on a regular basis to discuss a variety of topics including how to develop talented women within an organisation.

Guernsey enhances its offer in the family office space

A Private Trust Company acts as a trustee to a specific trust or group of connected trusts, often for one family.

Mauritius to grant umbrella licence to wealth management providers

We have prepared a summary of key measures governing the Mauritius budget 2019-2020 for your perusal.

Butterfield celebrates one-year anniversary in Jersey

At the Group level—and locally in Jersey—Butterfield is committed to supporting organisations and initiatives that focus on protecting and improving island environments.

How Wealthy Have Our Super Wealthy Become?

We now have some new clues, thanks to the tax-evasion records whistleblowers have been so generously sharing.

Africa: New Frontier For Private Banking

A rising entrepreneurial class is fueling the growth of African private banking, and competition is heating up.

Two at Alex Picot named in the 2019 Top Channel Islands 35 Under 35

“Chris and Hannah are both key members of the leadership team at Alex Picot Trust Company and this is well-deserved recognition for their professionalism.

Three Zurich WMs join forces to launch new firm

The three founders are open to other wealth management firms joining Fred Financial Data, according to the statement.

Utmost expands into the Middle East with Dubai licence

The Isle of Man-based company is now the second largest cross-border provider of unit-linked wealth management solutions in Europe, having doubled assets under management to €24bn over the last year.

Equiom secures new equity partner

We are excited to partner with Equiom and support the growth of the business.

The Dummy Company at the Heart of Deutsche Bank Money Laundering Probe

Regula is what is known as a “nominee” or “dummy” company.

Swiss firm partners with Brazil advisors for offshore services

The company is in conversations with over 45 firms and is seeking to have 200 partnerships by year-end, said Vinicius Geromel, a portfolio manager at the firm who is leading the effort.

Private capital finding a home in Guernsey’s private equity industry

New structures and solutions are becoming increasingly common to attract the particular demands of this market.

Capturing Synergies in an Evolving Family Office Landscape

Today, the requirements of families can be complex, often global and increasingly digital with families often behaving as if they are institutions in their own right. T

A third of the people in this European country are millionaires

Just as noteworthy as such a staggering concentration of wealth — if not more — is the fact that Monaco has virtually no poverty.

Guernsey forges green finance collaboration

Guernsey Finance Deputy Chief Executive, Strategy, and Chair of Guernsey Green Finance, Dr Andy Sloan, said the Green Finance Initiative team, and Sir Roger in particular, had been incredibly supportive over the last two years.

Hawksford triumphs as most successful organisation at prestigious Citywealth awards

The business won Trust Company of the Year, while Darren Kelland, Global Head of Private Client Services, was named Trustee of the Year. Hawksford also came runner up in the Family Office of the Year category.

Wealth and Asset Management