Managers of Wealth Offshore

Bedell Trust plans int'l markets push funded by buyout

This partnership is based on the shared vision of building a business for the long-term, as rooted in Bedell Trust's DNA.

Queen’s bank and HSBC set up offshore companies

There is nothing unlawful about using offshore companies.

Gibraltar Government funding to Financial Services sector to increase to £1 million

The Government has committed itself to supporting this initiative, and as a result set up a consultation process with the sector in order to determine how that extra financial obligation could be mitigated.

Offshore links of more than 140 politicians and officials exposed

A huge leak of confidential documents has revealed how the rich and powerful use tax havens to hide their wealth.

A world of hidden wealth: why we are shining a light offshore

Huge leak reveals how the powerful exploit secretive tax regimes – and widen the gulf between rich and poor

An investment philosophy: thinking the unthinkable by Penny Lovell

"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." - Warren Buffett

It’s time for Bunnies, Buds and Blooms by Justin Urquhart Stewart

It's the Spring ISA season again. Nowadays Spring is not just daffodils and budding trees but also the hectic promotion of the seemingly national institution that is the ISA cut-off date - which, by the way, is midnight Tuesday, 5 April.

ICSA Jersey Conference 2016 - Still Time to Book!

Taking place at the Royal Yacht Hotel at the Weighbridge, St Helier on Wednesday, 20th April 2016, the conference is an annual draw for the Island’s GRC community.

Offshore trusts not just for tax cheats

Establishing a foundation is not necessarily aimed at cheating the tax man, Rebecca Waterhouse says.

Victoria praises ‘positive culture’ with the team at Duncan Lawrie

A business meeting at private bank Duncan Lawrie convinced Victoria Liddle that with its ‘can do’ attitude and culture, this was where she would choose to work if an opportunity came about.

Victoria Liddle Joins Duncan Lawrie Private Banking

A business meeting at Private Bank Duncan Lawrie convinced Victoria Liddle that with its ‘can do’ attitude and culture, this was where she would choose to work if an opportunity came about.

Cayman Islands mastermind Harvey McGregor leaves £1.4m

He is best remembered professionally for helping to set up the Cayman Islands as a tax haven.

The Price is Right: Wealth M&A Surges

But while these three examples highlight that M&A is still a viable strategy for larger wealth firms, our Deal Tracker assessment indicates that consolidation has gained most momentum among smaller institutions.

JAMAICA: National Commercial Bank Targets UK-Based SMEs

It is the latest drive to focus on overseas small and medium-sized enterprises to expand the bank's loan portfolio.

200m mandate awarded to Lombard Odier by Multi-Family Office

The mandate, for an established international family, is valued at €200m and includes institutional asset managemenThe mandate, for an established international family, is valued at €200m and includes institutional asset management

We can do worse than follow Cayman’s lead

With the UK’s gun to its head, it did so, and it involved tough decisions

Nothing ventured, nothing gained by Penny Lovell

As anyone who has invested money knows, Ariadne’s feeling that she was foolish to risk it all is a common one.

Guernsey private wealth news

Headlines

Offshore trusts not just for tax cheats

Establishing a foundation is not necessarily aimed at cheating the tax man, Rebecca Waterhouse says.

Equiom secures increased debt finance package to support growth

The capital raised by this financing package will support continued investment in our infrastructure

Wealth and Asset Management