Managers of Wealth Offshore

Living longer, living better

For Jersey, with its unique blend of close-knit community and global financial reach, longevity could become a cornerstone of our prosperity.

Banco del Orinoco Bankruptcy: Creditors List Closed, Trustees Assess Next Steps

Its collapse left thousands of creditors worldwide entangled in lengthy legal and financial proceedings.

Appleby Platinum Sponsor of the 9th Annual European Fund Finance Symposium

Partner Paul Worsnop, within the corporate department in Jersey will be part of a the panel discussing: “Securitisation and Fund Finance Products”.

From Mauritius to Singapore: Where HNWIs Are Buying Residency in 2025

From Mauritius’s affordable seaside option for $50,000 to Singapore’s billionaire pathway at $10 million, golden visas in 2025 cover a wide spectrum of investment thresholds.

Cayman lawyers report steady activity but a more cautious outlook for Q3

Survey participation fell across all practice areas in Q2, making this a smaller sample than the first quarter. Even so, the results reveal a mixed picture across Cayman’s legal industry.

Bahamas First Holdings swings back to profit with $3.9M year-over-year improvement

The turnaround was driven primarily by strong performance in the Group’s Bahamas segment, which benefited from higher insurance revenue, lower operating expenses, and improved investment income.

Financial analysts see CrediaBank’s HSBC move as good news but not ideal

Securing an EU bank was crucial to Malta’s reputation, experts argue

Caribbean Development Bank mourns passing of former Vice President Marius St. Rose

Under his stewardship, the CDB became the first regional institution to achieve a triple-A credit rating and developed its first Strategic Plan.

Case study: How we delivered a pension buyout in record time

The urgency was driven by a need to improve the company’s attractiveness to prospective partners, as the scheme was viewed as a barrier.

Diversification boosts family office exposure to alternative assets

Ocorian’s study among family members, senior family office employees and intermediaries working for family offices with total wealth of $68.26 billion found fund managers plan to increase their exposure to all major alternative asset classes with no

“Accurate and timely population data” needed now warns IoD

In his latest analysis of Guernsey’s housing market, the IoD’s Lead on Economics included a call out to the States to hurry up and produce the population data that is now eight months late.

Retail sales down 3.7% in March as overseas shopping surges

Service stations were up 2.2 per cent, while both building material stores and all other store types rose 1.5 per cent.

Always show your working: Court of Appeal provides valuable guidance on ‘adequate reasons’

Relevant to many common law jurisdictions, the judgment is key reading for the legal profession in the Cayman Islands

The retail revolution is unstoppable

Over the last 20 years, the number of 'silver surfers', as retail analysts label older individuals, has tripled

Advising Azorra on $550 million unsecured notes issuance

The notes, issued by Azorra Finance Limited, a wholly-owned subsidiary of Azorra, reflect strong investor demand.

Carnival Corporation & plc US$3 Billion Senior Unsecured Notes Offering

The transaction is a continuation of the Company’s strategy to deleverage, manage its future debt maturities and reduce secured debt.

Carnival Corporation & plc EUR€1.0 Billion Senior Unsecured Notes Offering

In addition, the indenture that governs the Notes has investment grade-style covenants.

Inflation in Guernsey falls below UK but remains stubborn

This is still much higher than Jersey’s 2.6%, but the gap is closing because their RPI actually increased over the last quarter.

‘Vivabalance’ employee wellbeing strategy launched

It was important for us to ensure that Vivabalance complemented the existing Saffery Trust brand.

Retiring trustees: Should I stay or can I go?

Stuck in limbo and faced with what appeared to be unjustified criticism of its trusteeship, the Trustee applied to the Court in September 2023 for permission to retire as trustee and to appoint a new trustee.

Comment, Analysis & Research