Managers of Wealth Offshore

Conversations with the next gen: the big picture in private wealth – balancing trustee duties in an ESG-driven environment

Environmental, social and governance considerations are not "next gen" issues, per se, but it is the next gen that is now charged with navigating them.

AI to have ‘significant impact on workforce and operations’

The survey canvassed the views of executives from 60 European financial institutions and the results include the views of administrators, lawyers and wealth managers from the Channel Islands.

Why is Mauritius a jurisdiction of choice for investment dealer licensing?

Mauritius offers four main categories of investment dealer licences, each with specific permitted activities and capital requirements.

“Guernsey has a good story to tell”: Finance experts remain confident in island’s offering

Guernsey Finance Chief Executive Rupert Pleasant kicked off the event with an opening speech on how Guernsey Finance promoted and worked with the industry in 2023.

Saffery Trust marks anniversary of Cayman office opening

New hires during this time have included Director Andrew Needham, and corporate and maritime expert Natasha Bunting.

Guernsey inflation rate continues to fall

The inflation rate is based on the price changes of a "shopping basket" of items.

Report: Cayman 3rd most expensive tax-free jurisdiction

Ranking Middle Eastern countries Oman, Kuwait and Bahrain as the three cheapest tax-free places to live

UK tribunal finds 'work related stress' amounts to disability – the implications for Guernsey and Jersey employers

Although the first of these conditions was found not to be a disability under the EqA, the latter was.

CEO Heather Tibbo Recognised as ‘Most Influential’

Selection is determined by a number of criteria, from achievement and contribution, to those helping to shape the industry’s future.

The joy of economic planning

Malta is living for today as if there were no tomorrow, and we refuse to manage our future

Dorian 'hangover' cuts outlook for the Summit

The Bahamian underwriter's margins have also been squeezed in prior by not fully passing on reinsurance rate increases to all its customers, but it is now taking action to remedy the situation.

What Alternative Asset Managers Need to Know about Financial Statement Preparation

Because of ongoing regulatory changes, including the recent Private Fund Adviser Rules issued by the US Securities and Exchange Commission, investment funds have increasingly become subject to financial statement reporting, audits and annual filings.

JTC Joins January EB-5 Conference As Sponsor

The in-person event, to be held in Newport Beach, will bring together investors, developers, service providers, and other professionals from around the world.

David Vieira Shortlisted In Citywealth Brand Management And Reputation Awards 2024

Now in its eighth year, these awards recognise the best brands emerging from the financial industry.

Deputy Trott’s first sit-down interview as President

He told me that he won’t be standing down as Chairman for Guernsey Finance

Cayman economy on course to catch Bermuda

But recently, the difference has narrowed, as seen in figures to 2022.

Together in digital dreams

In one year, that strand of artificial intelligence worked its way into offices large and small around the world, including in Jersey.

Retail, at its heart, is simple. Customers are not

YOU do not have to spend more than a couple of minutes in Charlotte Howe’s company to see that she is a woman full of energy, excitement and optimism.

Financial analysis: Positive returns for MGS investors in 2023

A welcome performance following the extraordinary 18.7% decline in 2022

Deloitte CFO survey flags positive new year

This shows the threat of persistently high inflation and the prospect of further interest rate rises has weakened, consistent with price pressures easing faster than expected in recent months.

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