Managers of Wealth Offshore

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.

Switzerland faces competition from Asian booking centers

Dubai emerges a fast growing asset booking centre

What marketers can learn from private banking and the Daddos

The only thing we did have in common is our lack of the need of anything approaching a private bank.

Switzerland admits being ‘attractive’ for money laundering

Switzerland has been facing pressure from several nations to share details of Swiss bank customers suspected of holding illicit funds

BL Events launches Guernsey Trusts Conference 2015

As part of its ongoing senior-level conference programme for 2015, BL Events has announced its Guernsey Trusts Conference for 2015.

Repositioning Private Capital: Money Movements Around The Globe

Over the past six years, there have been substantial withdrawals from offshore client accounts, to the tune of as much as CHF350 billion.

FCA Approval for Maitland’s Acquisition of Phoenix Fund Services

The existing Phoenix Fund Services senior management team will remain as directors and will continue to fulfil key management roles within the combined organisation which will adopt the Maitland brand name.

Hawksford formalises leadership structure

The new leadership structure reflects the nature of the work Hawksford is undertaking

A matter of principle by Penny Lovell, Close Brothers

Weekly Close Up

Partner support agreement signed between Malta Chamber and HSBC Bank Malta

The agreement was signed by Malta Chamber President Anton Borg and Michel Cordina, Head of Commercial Banking at HSBC Malta.

Jamaica pushes as home to HSBC HQ

British banking giant, HSBC, is considering relocating its headquarters out of the UK, and one Caribbean state is now vying for the spot

Guernsey private wealth news

Review of recent Guernsey private wealth news and details of our upcoming events.

Persistent Industry Challenges and Needs of Younger HNWIs Are Changing the Role of Wealth Managers

Wealth managers and firms need to evolve to meet the complex needs of their clients or risk losing business

Global Wealth Markets: The Growth Continues

Global private financial wealth grew by nearly 12 percent in 2014 to reach a total of $164 trillion.

HSBC, JPMorgan may move parts of businesses to Luxembourg - The Times

The banks are also considering the tougher rules imposed by the European Union for conducting business outside of the eurozone

Jamaica A Surprise Suitor As HSBC Reviews HQ

The ‎Caribbean state is pitching itself as a potential location for the HQ of Europe's biggest bank, Sky News learns.

Med Bank opens in Belgium

Mediterranean Bank has changed its online branch in Belgium into a licensed credit institution, retaining the Me Direct brand

Brexit could drive fund groups from UK to Europe

Firms told the Sunday Times they could be required to move their businesses to countries such as Ireland and Luxembourg

Wealth and Asset Management