Managers of Wealth Offshore

JTC Named Top Trust Company in 2024 EprivateClient List

Within each category, firms are then further divided into three tiers to reflect each organisation’s size, quality of service, any recent M&A activity and overall performance.

Structuring strategies for a changing tax landscape

This period of uncertainty has understandably led many clients to adopt a “wait and see” approach as they await the outcome of the upcoming Budget.

Saffery Trust global recognition continues with 2024 Top Trust Companies listing

The private client firm – which has offices in the Cayman Islands, Guernsey, Switzerland and Dubai – was recognised for several factors, including its reputation, client service excellent and global offering,

Top Tier ranking for Crestbridge Family Office Services

The rankings are calculated based on a number of criteria including size, reputation, quality and range of service, and performance over the past 12 months.

“Diversify judiciously,” urge speakers at the Guernsey Private Wealth Forum 2024

Guest introductory speaker Edwin Smith, Editor in Chief of Spear’s Magazine, then unpacked the most important forces shaping the world of wealth

Canaccord Wealth marks two decades of supporting local charities

Launched in 2004, it has made over 350 donations to 200 charities - based in Guernsey, Jersey and the Isle of Man - amounting to more than £462,000.

deVere Group Secures Family Office Licence, Marking New Era in Elite Wealth Management

The newly secured Family Office Licence allows deVere to cater to the most complex financial needs of ultra-high-net-worth individuals (UHNWIs) and families, setting it apart from competitors.

Affinity Private Wealth announces succession plan to remain independent and owner-managed

The strategic initiative is driven by the original founders and shareholders.

Latin America: The New Wealth Battleground

Multinational and behemoth private banks increasingly view Latin America as a cornerstone of their growth strategy.

Money in motion: preserving legacy during generational wealth transfer

Predicting and preparing for the future is one of the most challenging aspects of being a trustee.

Protecting the legacy of the new generation of wealth generators

A recent Harvard business review article described creators as ‘change agents’, and estimated the creator economy capable of affecting $130billion of purchasing decisions annually.

Digital assets and family offices: Embracing the blockchain and a new investment frontier

For family offices that manage long-term, multi-generational wealth, dismissing digital assets as a passing trend is no longer an option.

The Cayman Islands and family offices: Sophisticated financial centre and safe haven

The strong focus on modern, continuously updated financial services legislation provides family offices with flexible structuring options such as trusts or foundation companies.

Channel Islands stand out in Citywealth Powerwomen Awards 2025 shortlist

Amongst the Channel Islands based companies and those with branches on the Islands

UBS Empowers Female Entrepreneurs with its fourth annual Female Founder Award

The award celebrates visionary female founders, co-founders, and C-level executives who are shaping the future of technology and redefining leadership in innovation.

Family offices: What are they are?

There are two main types of family office: single-family offices or multi-family offices which serve one or multiple families respectively.

Altum Group Achieves Double Honour with Two Trustees Named in Citywealth’s Top 25 Under 40

The inclusion of Joanna and Suzanne reflects not only their individual achievements but also Altum Group’s commitment to nurturing top talent and delivering world-class service.

The Great Wealth Transfer: preparing for the biggest generational wealth shift in history

The Baby Boomers – who are today reaching retirement age – have amassed a collective fortune unlike any generation before them.

Importance of embracing change highlighted at Jersey Finance Private Wealth Conference

This was the message from speakers at this year’s Jersey Finance Private Wealth Conference.

The best tax, structuring and offshore experts 2024

The definitive Spear's guide for high-net-worth individuals

Wealth and Asset Management