Managers of Wealth Offshore

Thriving in a fast-evolving market

Channel Islands Wealth Management Insights 2024

Key risks of modern wealth data management

With increased speed and access, comes an inevitable increase in risk, particularly surrounding wealth data.

Butterfield down on NYSE

Two hundred shares in Butterfield Bank changed hands on the Bermuda Stock Exchange.

The great wealth transfer and the rise of offshore structures for Saudi families

Offshore trusts offer numerous benefits such as asset protection, tax efficiency and privacy.

JTC Wins Trust Company Employer Accolade at Annual Wealthbriefing Awards

Announced at a ceremony held in St Helier last week (5 December), JTC was named ‘Trust Company Employer of the Year’ at the annual Wealthbriefing Channel Islands Awards 2024.

Julius Baer scores a hat trick at WealthBriefing Channel Islands Awards

The WealthBriefing Channel Islands Awards, held annually, celebrate the most innovative and exceptional firms, teams, and individuals within the wealth management industry.

HIGHVERN receives Top Honour for Fund Administration at WealthBriefing Channel Islands 2024 Awards

This repeat win reflects HIGHVERN’s reputation for delivering exceptional client service, driving innovation, and achieving significant client and revenue growth.

Butterfield named Bermuda’s bank of the year

Butterfield’s Bermuda managing director, Jody Feldman said the team’s hard work made the achievement possible.

Further recognition for Crestbridge Family Office Services with Wealthbriefing CI accolade

The win follows on from Crestbridge FOS being successful in the same category at Wealthbriefing’s MENA Awards in Dubai last month

Citywealth Magic Circle Awards 2025 shortlist announced

Winners will be announced at a gala dinner on 14th May 2025 in London.

Fort named Independent Trust Company of the Year at WealthBriefing Awards

This recognition comes after a hugely successful year for Fort as we celebrated our 50th anniversary.

Oakglen Wealth CIO Unveils Insights on 2025 Investment Landscape at Jersey Seminar

The seminar also included performance reviews of Oakglen Wealth’s diversified investment strategies.

SG Kleinwort Hambros Announces Win at The Third Annual WealthBriefing Channel Islands Awards

Congratulations and thank you to our outstanding teams in the Channel Islands, whose constant effort to provide excellent client service has been recognised once again.

Praxis’ Lucy Kirby Wins Digital Leader of the Year at the 2024 Véyaon Awards

Sponsored by Sure Business, the award recognises Lucy’s “exceptional leadership, innovative approach, and her substantial impact on colleagues and the wider business community”.

Shaping the future: 2024 trust law developments across Ogier's offshore jurisdictions

In Guernsey, significant strides have been made through regulatory changes

Billionaire wealth grows despite regional and sectoral shifts

The number of billionaires globally increased from 1,757 to 2,682, with a peak of 2,686 in 2021.

Concentric awarded Chartered Firm status and expands to Guernsey

Attaining the CISI Chartered Firm status in Jersey and obtaining our operating license in Guernsey is a testament to our team's dedication to upholding the highest professional standards.

Why Wendy Warren is one of the Bahamas’ leaders in wealth management

As the founder and managing director of Caystone Solutions, Wendy oversees a dedicated team that supports family offices, asset managers, and private clients in preserving and growing their wealth.

The Greening Jersey Trust

The Trust is working alongside expert charities to ensure that the sites and projects selected are those that will benefit most from the scheme.

Family offices are boosting philanthropy but want to see a return

But all questioned say their family offices expect to see some form of investment return on what they give

Wealth and Asset Management