Managers of Wealth Offshore

Preserving wealth in a Bermuda dynastic trust

Butterfield reports fourth quarter and full year 2023 results

The core efficiency ratio 1 for the year ended December 31, 2023 was 58.1% compared with 58.9% for the year ended December 31, 2022.

CGWM publishes Q3 results

Fiscal year-to-date pre-tax profit margin excluding significant items decreased by 0.4 percentage points to 24.5%.

RF Group taps core vendor ERI to power its Caribbean banking operations

ERI claims that more than 400 financial organisations across 60 countries have now adopted its flagship offering.

JTC Opens An Office In Austria

JTC Austria will offer a range of services to both private and institutional clients, forming part of JTC’s global business.

Six international contentious and non-contentious private wealth specialists recognised in the latest edition of the Private Client Global Elite Directory

The Private Client Global Elite Directory was created with the awareness that referrals and recommendations are absolutely key to the private client sector.

Hawksford Private Client Services head achieves triple industry recognition

The Spears recognition forms part of the wealth publisher’s regular schedule of Tax and Trust Indices, celebrating the leading practitioners in specific areas of the global private wealth landscape.

Michael Giraud Listed in The Private Client Global Elite Directory

The Private Client Global Elite Directory was created to highlight the world’s top private client advisors and trustees as nominated by their peers.

Claire Machin Picks Up Editor’s Choice Award

The Awards are now in their 14th year and recognise excellence from across the international private wealth sector.

Guernsey-based Funds Channel Additional £13 billion into UK Economy

The report shows that a significant proportion of this investment into the UK would not have occurred if these funds were domiciled elsewhere.

Mourant achieves joint top spot in Private Client Global Elite Directory with 17 lawyers recognised

In addition, eight Mourant lawyers have been awarded Private Client Global Excellence accolades.

Channel Islands shine in The International Finance Centre Awards 2024 winners’ list

The Channel Islands stood out again with the numbers and the excellence of the winners.

Jersey takes top spot as ‘International Financial Centre of the Year’ in Citywealth Awards

Now in their thirteenth year, the awards highlight the excellence of advisers and managers in the private wealth sector across major IFCs.

Third ‘Most Influential’ listing for Saffery Trust Director

Lisa’s work in this area saw her working in partnership with specialist advisors to successfully attain a blessing from The Grand Court of the Cayman Islands

Saffery Trust celebrates 95% staff retention rate

Saffery Trust’s Cayman team doubled in size through 2023.

TISE sets new records during 25th anniversary year

Despite continued adverse macro-economic conditions, there were 842 new listings on TISE during its 25th anniversary year.

HIGHVERN launches Fund Administration business in Guernsey

Since then, the company has continued to build out its expertise in private wealth, developing HIGHVERN’s reputation as a firm that operates with integrity, discretion, and responsibility.

Family offices: the new powerhouses of asset management

The range of services they offer now encompasses more than investment advice and third-party management

Bedell Cristin Partner Nancy Chien Recognised in the Eprivateclient 50 Most Influential List for the Third Consecutive Year

Nancy and her team advise UHNW families, family office and intermediaries

What is a family office?

A family office is a private wealth management advisory firm that serves ultra-high-net-worth individuals and families.

Wealth and Asset Management