Managers of Wealth Offshore

Sun Life launches Bermuda unit for HNW participating life

A dedicated subsidiary gives Sun Life's offshore par business its own fund, which leans on private credit, infrastructure and real estate

Finance centres urged to build trust as global uncertainty grows

The session also looked at how trust in family relationships is created, how families can focus on their ‘sphere of competence’ to seek opportunity in a shifting landscape and the enduring value of expert advisers in an age of AI and informati

Switzerland’s wealth tax is nice earner for the cantons

On an annual basis, the 26 Swiss cantons generate roughly some SFr5.5bn with the wealth tax. Year after year.

Capital International director shortlisted for Citywealth IFC Awards

‘I am honoured to be shortlisted for this award’

Corient Expands to Cayman Islands with Acquisition of FortCay Family Office Advisory

Establishes Corient’s presence in a premier global wealth jurisdiction and enhances its expertise in serving families with complex cross-border needs

Bahamas seeks more wealthy residents as tax base grows

“Some of them, of course, are extremely wealthy,” Mr Fitzgerald said, “as we know from the top-up tax, the global 15% tax that a lot of big companies are now paying taxes in the Bahamas.

Butterfield shareholders greenlight CIBC Caribbean deal

The new capital raise is expected to bring Butterfield’s total capital ratio (TCR) to 19 per cent if the deal is approved.

Luxury car storage reflects rise in Cayman wealth

The vaults are listed at US$319,000 with Buttonwood betting that increased numbers of expensive cars on island mean more owners will be willing to buy a vault to protect the cars from Cayman’s tropical environment.

Butterfield wins top trust award

Scooping the award for Trust Company of the Year is a tremendous recognition of our colleagues.

AIM Rules for Companies: Why Good Governance Is Now a Differentiator

In this environment, governance becomes more than a compliance exercise.

Channel Islands “adapting their frameworks to meet changing family office needs”, according to TMF Group research

Helen Bougourd, director of trust and corporate services at TMF Group, said: “The Channel Islands continue to evolve in line with global best practice, while preserving the flexibility and discretion that international families require.”

How to structure luxury assets as part of private wealth planning

Luxury assets often form part of a much wider picture encompassing businesses, investments, property and family wealth across multiple jurisdictions.

Cayman firms and lawyer named in Citywealth IFC Awards shortlist

The annual awards, now in their 16th year, recognise companies and individuals working in the private wealth sector across major international financial centres.

APS Bank takes Malta’s wealth management proposition to London

The event will also introduce APS Bank’s approach to wealth management and private banking, with guests able to arrange individual meetings with the APS team.

JTC Now a Private Company as Permira Acquisition Completes

JTC will continue to operate under its existing name and brand, led by CEO Nigel Le Quesne and the established JTC management team.

Investec Bank (Channel Islands) provides £8.17m loan for Field Day

Field Day Developments is a design-led commercial property development and investment business focused on Guernsey.

Understanding AIM Rules Reform: A Significant Evolution for London’s Growth Market

Against this backdrop, the revised AIM listing rules seek to reinvigorate the market and support future growth.

Titan Wealth buys chartered tax advisory company LTS

An independent local firm of tax advisers is being bought by Titan Wealth.

TISE record results demonstrate Guernsey’s international economic growth

The total market value of listed securities also reached a record £813 billion.

Channel Islands and Isle of Man nominees named for Citywealth IFC Awards

The public vote is now open to allow the global private wealth industry to have their say.

Wealth and Asset Management