Managers of Wealth Offshore

Boston acquires Turnstone’s Isle of Man fiduciary business

The move will see Roelf Odendaal, the co-founder of Turnstone (Isle of Man)

Ocorian senior trust administrator recognised for STEP achievements

We are very proud of Maisie’s incredible accomplishment in her STEP examinations

Isle of Wight Santander closes for month-long refurbishment

The work is expected to take about a month and customers have been told to try mainland branches instead.

Hawk Group Limited and Sancus Lending (Jersey) Limited Announce Strategic Joint Venture to Amplify Market

This collaboration marks the first truly expert family debt vehicle through which investors are able to benefit from innate stability and growth.

Awards recognise excellence in wealth management field

Designed to recognise “innovation and excellence” during the year, the awards are organised by the global private wealth publisher.

Pacific Trustees, Labuan IBFC hold wealth management masterclass

Labuan IBFC, located off the coast of East Malaysia, provides a safe and holistic ecosystem for businesses, acting as a gateway for companies to Southeast Asia while implementing an efficient and flexible tax system.

Melville Douglas’ Head of Portfolio Management recognised at Wealthbriefing awards

The annual WealthBriefing Channel Islands Awards program recognizes the most innovative and exceptional firms, teams and individuals.

Windermere Group celebrating 20 years of success at the cutting-edge of global wealth management

John has served as a board member of the Bahamas Financial Services Board and on the boards of numerous companies

JTC Recognised as a Leading Brand in Wealth Management Reputation Awards

The firm took home the award in the ‘Brand of the Year’ category at the 2023 Awards, which were held in London on 20th June.

TISE congratulates Guernsey sailor who mixed it with world’s best

TISE is currently celebrating its 25th anniversary year of operating a public market for bonds and equities and earlier this year launched a new private markets service.

Island’s partnership with United Arab Emirates praised

The memorandum of understanding signified “a shared ambition between the EFOA and the Government of Bermuda to strengthen cross-border ties between family offices registered in both jurisdictions”.

Investec names best Private Bank in the Channel Islands for second year

The awards recognise the very best operators in the Channel Islands wealth management sector, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process.

Evolving Attitudes: High Net Worth Individuals Navigate the Storm

They certainly seem to have an interest in a broader set of subject matters to be initially discussed than what has historically been the case, which has been investment returns.

Rathbones Investment Management International wins at WealthBriefing awards

Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.

Lombard companies in Bermuda are no longer under review

The outlooks assigned to all these credit ratings is stable.

Investec Awarded “Overall Private Bank” for the Second Consecutive Year at the WealthBriefing Channel Islands Awards 2023

We’re delighted that our dedication has been acknowledged through this prestigious award.

Quilter Cheviot celebrates 50th anniversary in Jersey

It now delivers bespoke investment management and financial planning catering to the evolving needs of higher net worth individuals, corporate investors, and financial services intermediaries on the island and in Dubai.

Double win for Julius Baer at WealthBriefing Awards

These awards are crafted to highlight outstanding organisations categorised by their specialisation and geography.

Accuro rewarded “Highly commended” independent trust or fiduciary company at the tenth Wealthbriefing European awards 2022

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities

Alex Picot Trust Wins Wealthbriefing Award

These awards are so beneficial as they give organisations and individuals the opportunity to clarify their strategic thinking

Wealth and Asset Management