Managers of Wealth Offshore

INSIGHT - Latest edition of SANNE Connect

Martin Schnaier and Peter O'Leary from our Debt division examine peer-to-peer lending platforms as a new investment focus for institutions;

Estimates for the Private Client Indices and ARC Charity Indices

May's estimates for the Private Client Indices and the ARC Charity Indices are now available.

DNA: The Chinese are Coming!

Not to mention that we did not make the 2016 Traveler’s Choice list for the best Caribbean Island Vacation Destinations, with Jamaica leading the pack.

Wealth management industry dangerously behind the curve in adoption of digital technology

Firms that don’t respond now simply won’t survive in the medium to long term, says new PwC report

Mauritius: a tried, tested and trusted International Financial Centre

Mauritius is not a tax haven; it is a low-tax jurisdiction that also offers a low taxation platform for international business.

€148 Million Declared In Offshore Holdings, CBM

The newspaper quoted figures by the Central Bank of Malta which show that over €148 million were declared in offshore holdings following tax amnesties granted since 2002.

Fitch sees Butterfield’s profits rising

Fitch said in its commentary that Butterfield’s credit situation had improved as non-performing loans had continued to trend down, while charge-offs had remained low.

Comment: From ponies to payments – technology, disruption and Jersey fintech

Happily, the backdrop for Jersey’s recent Fintech Unconference was already a vibrant one.

Panama papers – More than 300 offshore companies have retail property in Belgium

The papers investigating the Panama case include Knack, De Tijd, Le Soir and MO.

A sleeping giant

Malcolm Cutts-Watson discusses his new role as adviser at Cim Global Business, as well as the state of the captive insurance market.

Channel Islands dominate Top 25 Trust Companies listing

The online publication for private client professionals bases its Top 25 list on a survey of more than 100 UK and UK offshore trust companies

Jersey Finance welcomes MONEYVAL endorsement of beneficial ownership framework

“Jersey’s combination of a central register of the UBO with a high level of vetting/evaluation not found elsewhere and regulation of TCSPs of a standard found in few other jurisdictions has been widely recognised by international organisations

Opportunity knocks by Tim Price

Value investing works. Buy bargains.” - Seth Klarman

A History of Malware and Viruses (Part 2)

In my last article I covered the growth of early viruses. In this article I’ll cover more recent viruses and the steps you should take to protect yourself from falling victim.

The Netherlands is a top EU tax haven, Commission data shows

The Netherlands is a top EU tax haven for corporations, an Oxfam analysis of European Commission data shows.

Consultant supports fiscal legislation proposal for A&B

Speaking on the Big Issues programme, Alphonse said, “When you leave it to the cabinet rooms of individual island states – at that level the politics takes over the day and takes precedence over economics and prudent financing.

St. James’s Place - "The three big risks in 2016"

On alert

The AIM of chocolate by Penny Lovell

It’s said that King Ferdinand and Queen Isabella weren’t particularly impressed when Christopher Columbus returned from his voyage to America and presented the royal couple with this strange new ‘cacao’ bean.

Good Morning Mr. Mayor! by Justin Urquhart Stewart

So, whatever his political background, the Mayor must ensure that our areas of success and effectiveness are not just protected, but promoted and enhanced.

The Rise Of Bionic Wealth

And herein lies the looming crisis for the industry: according to a 2015 report by PwC, asset attrition rates exceed 50% in intergenerational transfers of wealth.

Comment, Analysis & Research