Managers of Wealth Offshore

Julius Baer tops Euromoney awards

In addition to Best Private Banking Services Overall, Julius Baer was ranked first for Private Banking and Wealth Management in all four client size categories above $1m.

Citi moves some €20bn in private banking portfolio to Luxembourg

Grand Duchy to become Citi's private banking hub for Europe, boost staff

Butterfield Reports Fourth Quarter and Full Year 2019 Results

Net income for the year ended December 31, 2019 was $177.1 million

Zedra announces acquisition in Poland

This new acquisition follows on from deals in Singapore, the Isle of Man, Switzerland, Nordic markets signed and announced in 2019.

Channel Islands private wealth firms merge

We are now the seventh largest corporate, funds and trust player in the world by revenue and manage over 17,000 structures on behalf of more than 8,000

Accuro management takes full ownership of group

Accuro was launched in May 2017 following the management buyout of the Salamanca Group Trust & Fiduciary business, formally known as Investec Trust.

Reshaping wealth management - Five big trends for 2020

Transparency might be seen as an industry reaction to the global financial crisis.

Private Banking and Wealth Management Survey 2020

UBS Global Wealth Management retains the top spot; JPMorgan is a standout, too.

Swiss private banking giant shutters Nassau office

The statement continued: “All the necessary steps for this process are being taken in close alignment with the relevant authorities.

Exclusive: Multi-boutique platform to acquire Syz AM Luxembourg

The acquisition is subject to regulatory approval and is due to be completed in the first quarter of 2020.

Highvern Named Independent Trust Company of the Year

As Highvern is committed to giving back to the community, we will be sharing our success by making a charitable donation of £1,000 to the Samaritans in Jersey

Estera Wins 'Trust Company of the Year'

The awards, announced in London on Wednesday 29 January 2020, recognise outstanding achievements in Estera’s Bermuda and Cayman Islands offices as well as the expertise of the firm’s team in Luxembourg.

Family Offices: We’re Only Human

The availability of specialist expertise was also a critical fa

Asset Management – the New Private Banking

Instead of the label private bank, Staub sees his firm as a pure-play investment manager, a provider of investment advice and solutions.

United States Wealth Management Report 2019: HNW Investors - 44% of HNW Onshore Wealth is Allocated to Equities

Expatriate flows are also responsible for a notable proportion of offshore investments thanks to investors' propensity to invest in their country of origin.

Crestbridge and Willow Street announce fiduciary services US joint venture

A joint venture between international family office services provider Crestbridge and Wyoming-based Willow Street will establish an enhanced proposition for clients.

Intertrust announces landmark deal

The deal sees Intertrust acquire the legal, corporate and accounting services team of a subsidiary of the global firm.

Guernsey Alternative Assets company to release financial results

AP Alternative Assets to Release Fourth Quarter and Full Year 2019 Financial Results on January 30, 2020

KBL epb rebrands as Quintet

The pan-European private banking group as a whole has been renamed “Quintet Private Bank.” KBL Luxembourg, the private bank in the Grand Duchy, has been rebranded as “Quintet Luxembourg” and KBL España as “Quintet Espa

Julius Baer launches inaugural Global Wealth and Lifestyle Report 2020

The inaugural edition of Julius Baer’s Global Wealth and Lifestyle Report showcases the trends in high-end consumption around the world, which are of relevance to our clients.

Wealth and Asset Management