Managers of Wealth Offshore

Chinese wealth manager sets up Jersey trust firm

Trusts offer privacy and can be used to minimise the tax impact on investments.

Institutional and private client service provider establishes the first Jersey " Managed Trust Company" for a Mainland Chinese financial institution

The new ground-breaking licence was issued by the Jersey Financial Services Commission on 14 July 2016

Retiring in paradise by Penny Lovell

How many of us have sat there on the last day of our holiday and reflected on how good it would be to embark on a longer term new adventure and to perhaps just stay put and enjoy the lifestyle and holiday location forever.

Crestbridge features strongly in ICSA Jersey Awards Shortlist

Crestbridge has received a hat-trick of successes by being featured three times in the shortlist for this year’s ICSA Jersey Awards.

Welcome to Google Wealth! by Annie Catchpole, Scorpio Partnership

Ask any wealth manager who their future competitors will be and they’ll probably say one of the big-name private banking brands or a local boutique offering similar products and services to their own.

Canaccord’s going for a four-timer in top awards

Canaccord Genuity Wealth Management has also been shortlisted for the Investment Management Company of the Year Channel Islands category.

ZEDRA heads the nominees for Trust Company of the Year

The IFC Awards have an established place in the wealth calendar, attracting leading professionals from prestigious firms across the globe.

Swiss banks feel threatened by LatAm tax clampdown

Countries pursuing billions in unpaid taxe

MALTA: SME access to financing proves banks’ significance

According to the bankers’ association, the combined assets of the seven core domestic banks were €19.8 billion at the end of 2015, up from €19.1 billion in 2014.

British Army to take on Canaccord Genuity Wealth Management Guernsey Marathon as endurance training for South Pole expedition

The current military squad of 12 women will be whittled down to between six and eight in November 2016 to take on the final Antarctica expedition.

The Bahamas cements its role as a leading IFC

The one thing that any successful jurisdiction needs is good access to major cities

Butterfield files for proposed IPO in US

The reverse share split is necessary for the bank to meet the NYSE listing rules that require securities to have an initial trading price of at least $4 per share.

Societe Generale Private Banking Hambros named the "Best Private Bank in the UK Crown Dependencies"

It recognises the talent and expertise of the local teams who have been working with High Net Worth Individuals, entrepreneurs and family offices for over 40 years.

Canaccord Genuity’s UK wealth business reports 11% AUM rise

Canaccord Genuity Wealth Management UK has reported an 11% year-on-year rise in assets under management at the end of its first fiscal quarter. - See more at: http://www.portfolio-adviser.com/news/1030815/canaccord-genuity-uk-wealth-business-reports-aum-r

Wealth and Asset Management