Managers of Wealth Offshore

Guernsey Trust & Company Focus - November 2016

Here's a review of recent news and upcoming events from Guernsey's international finance centre.

Generational Wealth: Nature or Nuture? by Annie Catchpole, Associate at Scorpio Partnership

But wealth managers need to more actively delineate between generational differences that are brought about by cultural context versus those brought about by lifecycle.

RBC completes sale of Caribbean trust business

It will operate from offices in Lyford Cay, with Stephen Turner, CEO – Caribbean Region, leading the team and Deidree Bain, Director, who is transferring from RBC, managing the operation and working with Stephen to expand the service offering.

Family offices can enjoy different elements of service under one roof in Bermuda

Moran added that Bermuda is also a leading center for captive insurance, and the island is seeing many different types of clients from various jurisdictions – not just insurance companies – setting up captives to self-insure.

Estera executives among 50 most influential industry leaders

Estera CEO Farah Ballands and Group Director Richard Prosser both feature on the list.

The Other Shoe Drops In India's Demonetisation - Swiss Banks To Share Account Info

It might get at some of the small fry but it leaves the big fish alone.

JTC Asian Associate Secures Singapore Trust License

Singapore is justifiably perceived as the leading trust jurisdiction in Asia

Guernsey Trusts Conference rescheduled to March 2017

BL is happy to confirm that the conference will now take place from 9am-3.30pm on Wednesday 1 March at the Duke of Richmond in St Peter Port.

Dominion acquires another Swiss Private Client business.

Dominion is in the process of opening other offices in Asia as the firm expands both East and West from its core operations in Europe.

Stenham partners with Credit Suisse for Jersey office

Baker will be joined by Jersey-based Allan Stewart, Ian Blackman and Adrian Starr.

LGT Vestra partners with Feifa

LGT Vestra’s business development director, Michael Moss, will manage the firm’s relationship with Feifa.

Guernsey launches new regime for Private Investment Funds

By constructing a new regime for Private Investment Funds, the GFSC has demonstrated its commitment to the continual evolution of this important sector for the island.

Guernsey launches the smart and simple Private Investment Fund

Guernsey has introduced a Private Investment Fund (PIF) regime which provides fund managers with greater flexibility and simplicity.

Guernsey launches the smart and simple Private Investment Fund

Guernsey has introduced a Private Investment Fund (PIF) regime which provides fund managers with greater flexibility and simplicity.

Bedell Trust's Business Continues its Evolution

As a fully independent business, we are now even better positioned to provide our clients with the very highest standards of service.

Brooks Macdonald strikes first international alliance

The alliance will enable Abacus’ local clients to access Brooks Macdonald’s full range of international investment management services

Leading listings destination introduced to Singapore audience

The seminar was part of the agency’s increased focus on Asia, which includes the opening of its Hong Kong office in March 2016.

Citywealth Future Leaders Awards winners announced

Points were allocated to each depending on the award and its requirements.

Senior appointments for Julius Baer’s private banking team

He focuses on working with local clients and UK-resident, non-domiciled individuals.

UBS Said to Be Among Banks Weighing Argentina Wealth Management

UBS and Julius Baer, both based in Zurich, might acquire local brokerages as a way to speed up the licensing process

Wealth and Asset Management