Managers of Wealth Offshore

Switzerland Tops The Financial Secrecy Index

When the HSBC Holdings plc Swiss leaks story broke the big shock was that someone had produced evidence, not that one of Switzerland’s notoriously secretive banks had helped people evade taxes.

Jamaica - Scotiabank Rolls Out Tech-Driven Strategy; Eyes Chip Cards, Agency Banking

Culturally, Sharp wants to see her organisation become even more customer-centred.

JTC acquires Kleinwort Benson's fund administration business

Staff in South Africa will remain in their offices in Cape Town, whilst in Guernsey the combined business will operate from Dorey Court in St Peter Port

OMGI to launch offshore global equity income fund

Old Mutual Global Investors is gearing up to launch the Old Mutual Global Equity Income Fund in August with the aim of providing total return to its offshore clients.

Six directors from Hawksford feature on Citywealth Leaders List

Six experts from Hawksford have been named on Citywealth’s Leaders List, a comprehensive guide to the leading wealth management professional advisors.

Lloyds launches service for expats in the UK

The London Expat Service will be available in Lloyds branches across London, including Oxford Street, Cheapside and Chelsea.

Jersey's historic Links With Canada Marked As RBC Employees Vote On New Building Name

At a ceremony held on Canada Day, RBC Wealth Management yesterday unveiled the name of its new premises in St Helier – Gaspé House – highlighting the historic links between Canada and Jersey.

Managing Family Reputation

Alistair Morgan explains how families manage their reputations.

Another Swiss private bank Reaches Deal in U.S. Tax Probe

The Swiss Bank Program, which was announced on Aug. 29, 2013, provides a path for Swiss banks to resolve potential criminal liabilities in the United States.

Labuan Trusts and Foundations

Labuan IBFC recorded commendable growth in 2014 for its Labuan trusts and foundations, with the latter in particular having registered an almost 40% increase in the past year.

Jersey FSC visit the Gibraltar Financial Services Commission

The GFSC and the Jersey FSC signed a Memorandum of Understanding on 13 March 2014.

Acorn Group sells 50% share

Acorn is a Jersey-based asset and consumer finance business with a lending book of £35.6m

Meritus Trust Shortlisted For STEP Award

Meritus Trust Company Limited announced that it has been shortlisted for the “Independent Trust Company of the Year” category of the 2015/2016

Isle of Man Aviation Conference reinforces industry strength

The 5th annual Isle of Man Aviation Conference took place at the Villa Marina in Douglas on Thursday 25 June with an upbeat message from Economic Development Minister Laurence Skelly and the Isle of Man's Director of Civil Aviation Simon Williams.

Citywealth names eight Ogier private client specialists on Leaders List 2015

Sally Edwards, who heads Ogier’s Private Client and Trusts team, is ‘the guru of the Jersey trust world’ according to a client testimonial shared by Citywealth. She is named on the Honours List and as a Citywealth Power Woman.

No longer so secret, Swiss banks look to expand after purge

After billions of Swiss francs in withdrawals, recent figures from UBS <UBSG.VX> suggest the tide is beginning to turn.

Malta at the Forefront of Family Business Legislation

This week, Malta has been reconfirmed as leader in the delivery and performance of eGovernment services amongst 33 countries (28 European Union Member States together with Iceland, Norway, Serbia, Switzerland and Turkey).

Guernsey's fund industry saw growth during Q1 of 2015

It means the net asset value of all funds under management and administration in Guernsey now stands at £222.2 billion.

CIBC FirstCaribbean positioned for growth says CEO

CIBC First Caribbean International Bank is experiencing significant growth across the Caribbean and is working with several public and private sector entities to implement multi-million dollar projects across the region.

Why Augmentation NOT Automation will Triumph as Robo-Advisors Evelove

In 1997, an IBM computer named Deep Blue took on chess grandmaster Garry Kasparov and won. It was hailed as a major victory in the machine vs. man battle for supremacy.

Wealth and Asset Management