Managers of Wealth Offshore

Swiss boutique unveils Ucits version of flagship multi-asset fund

The Core fund has been run as a Maltese Sicav since September 2011 investing mainly in global equities and investment grade corporates.

Barclays' trust business acquired and rebranded

The sale marks another step in the British bank's efforts to simplify its wealth and investment management activities.

Barclays sells offshore trust arm to investor group

The investor group has more than 30 years' experience in the wealth sector and have backed the likes of Vestra Wealth and Kinetic Partners in the past.

The persistence of memory by Penny Lovell

Markets have had their worst start to the year since the 1930s, a time when stock exchanges were run on physical tickers, alcohol was still illegal across the pond and “High Net Worth” was the definition of any person who could afford indoor

Bowie the Financier & RBS the Fantasists by Justin Urquhart Stewart

Mr Bowie - A polymath of the arts - but also a financial innovator - The Bowie Bonds.

Leading Swiss private bank to exit another offshore business

In the biggest revamp of Switzerland's second-biggest bank in almost a decade

America's Cup - Sailors update on the critical path ahead in 2016

America's Cup - There is now less than 18 months left before the six America’s Cup teams will begin racing in Bermuda in the Louis Vuitton America’s Cup Qualifiers in late May of 2017.

Investor group buys Barclays' offshore trust business

"In terms of expansion plans, we will be hiring in all our main locations and also offer additional services to existing clients - this is where the growth will come from," new Chief Executive Niels Nielsen said.

Puerto Rico investment summit announces top speaker line-up

Among the presenters and panelists is John Paulson, one of the first investors to choose Puerto Rico, who has made a big commitment to the island with acquisitions and renovations including hotels in San Juan, and other properties currently under developm

Investing offshore as a South African – Why, How & Where.

South African companies are for the most part excellently run, but we have little or no exposure to so many global growth industries both emerging and established.

Turks and Caicos signs $28m loan agreement with Royal Bank of Canada

RBC provided the most competitive proposal following the government’s request for financing proposals in September 2015.

Canaccord Genuity Wealth Management fund experts in Citywire top 100

The list recognises strong performance and the value added to portfolios.

Guernsey: Private Equity Trends In Guernsey

What trends have you seen in private equity deal making in Guernsey over the last 12-18 months?

Guernsey: The Private Trust Foundation- An Alternative To Private Trust Companies

By Natasha Kapp Guernsey Finance

Banking secrecy in Switzerland at a crossroad

How can we reinforce the competitiveness of the Swiss wealth management sector ?

MALTA: Banks as restrictors or innovators

One aspect that particularly worries him going forward is Malta’s negotiating capabilities vis-à-vis certain key proposed EU measures.

Vistra Group has announced the acquisition of Zürich-based family office and consulting company

Vistra group announces latest acquisition in Zürich

Despite controversy, Costa Rica’s women’s-only bank, Banca Kristal gained thousands of customers in first month

The “pink and chic” bank, a subsidiary of the state-owned Banco de Costa Rica

Equiom Group acquires corporate firm

All staff have been offered positions with Equiom and the move to Equiom’s offices in St Helier will be complete by early February.

Toil and trouble - St. James's Place Market Bulletin

“But dawning day new comfort hath inspired,” said Shakespeare’s Titus Andronicus.

Wealth and Asset Management