Managers of Wealth Offshore

Canaccord Wealth publishes latest performance results

As at 30th September 2024, Canaccord had client assets of £34.8 billion and $63.0 billion converted to CAD, year-over-year increases of 9.7% and 19.8% respectively.

UBS Bahamas to close wealth management office

A communications contact from UBS also told Guardian Business that “jobs will not be affected with the transfer of operations.

Canaccord announces new charity partner in Jersey

These donations have come from staff contributions and odd lot shares donated by clients.

Guernsey Finance Chief Executive receives Freedom of the City of London

The nomination was made by Lord Mayor Professor Michael Mainelli himself, who is the 695th Lord Mayor of the City of London.

The impact of Cayman’s revised beneficial ownership regime on trusts and private wealth structures

Private wealth structures, many of which previously relied on an exemption, will be impacted.

Alex Picot Trust Steps Up for Jersey Stroke Support

Collectively recording 12,516,584 steps, everyone was encouraged to achieve 10,000 steps day.

Apex Group embarks on innovative digital shift with Capcade

Technological advancements are a must in the financial sector to tackle increasing operational complexity and streamline processes.

Karen Morris receives 2024 JSCCA President’s Award for Inspiring Leadership

She has selected Youthful Minds, part of Mind Jersey, who work to raise awareness and reduce the stigma around mental health in Jersey.

Canaccord reports 56% jump in wealthy individuals looking for financial planning outside UK mainland

Canaccord reports a 56% increase in people specifically searching for its services in Guernsey, the Isle of Man, and Jersey.

HSBC Channel Islands and Isle of Man receives ‘Top Employer’ certification

This year the programme has certified and recognised over 2,300 Top Employers in 121 countries/regions across five continents.

Imperium recognised in eprivateclient Top Trust Company listings

David Gilmour, Imperium Group Managing Director said: “We are delighted to have once again been recognised."

TEAM proposed acquisition of Jersey-based adviser HBFS will ‘no longer take place’

The acquisition plan was first announced in December 2023

Canaccord Wealth announces new Isle of Man charity partner

The Canaccord Genuity Wealth Charitable Trust was launched in 2004 and is managed by current and former staff.

China Targets Offshore Income: Implications for Private Bankers

Recent developments reveal that the Chinese authorities are focusing on overseas investment gains, with tax officials summoning high-net-worth individuals for assessments.

Advising the new generation of private clients – modern entrepreneurs and wealth creators

An important factor for the new generation to consider is succession planning.

Leveraging alternative jurisdictions – South Africa and the British Virgin Islands

No standard structure exists for any family or business, but specific methods and solutions have worked for families for generations.

Crown Dependencies feature in nominations for Citywealth Future Leaders Awards

Taking place on the 12th November, at the 5 star JW Marriott Grosvenor House Hotel in London

Praxis named a 2024 eprivateclient Top Trust company

This accolade follows our recent shortlisting for Trust Company of the Year – Large Firm at the STEP Private Client Awards.

Oak recognised in eprivateclient’s 2024 ranking of Top Trust Companies

The rankings recognise the top fiduciary service providers for private clients across the UK and Crown Dependencies.

Ravenscroft announces sale of wealth management business

The corporate finance and property management businesses of the wider Ravenscroft group are not included in the transaction, which follows Titan’s acquisition of Ravenscroft’s UK investment management business last year.

Wealth and Asset Management