Managers of Wealth Offshore

Tillerman Securities Goes Live on FinFolio's Multi-currency Portfolio Management Platform

FinFolio’s WorkStation offers portfolio management, trading, billing and client reporting.

Guernsey signs MoU with China’s securities regulator

The MoU sets out a statement of intent to establish a framework for mutual assistance and to facilitate the exchange of information between the authorities to ensure compliance with their respective securities and futures laws or regulatory requirements i

BVI Responsive To The Evolving Needs Of Chinese And Asian Clients

The British Virgin Islands (BVI) is the “Louis Vuitton” of the global financial services industry.

Sanlam’s expansion plans boosted by demand for foreign equity

Sanlam's private investment unit in London is looking to make a medium-sized offshore acquisition in the region and launch a new global equity fund early in 2014

Republic Bank Limited Wins Prestigious ECCU Best Corporate Citizen Award

Republic Bank Limited has won the coveted Best Corporate Citizen award on five previous occasions.

Liechtenstein targets China for private wealth management

Private wealth management in China would be the main focus for the tiny, landlocked, European nation.

Jersey Finance wins Best Use of PR at CIM Marketing Excellence Awards 2013

Jersey Finance received an award (Friday 15th November) for its outstanding PR work in relation to ‘Jersey’s value to Britain’ report, achieving ‘Best Use of PR’ at the CIM Marketing Excellence Awards 2013.

First Names Group Director, Kevin O'Connell makes ‘Top 50 Most Influential’

Those that have made it onto the list are the leaders when it comes to providing the best possible service for clients and innovation in the way the needs of wealthy individuals are met.

Appleby acquires trust businesses from Coutts

Appleby’s acquisition of the trust administration books in the Cayman Islands and Geneva follows a strategic review by Coutts

Guernsey makes presence felt in Singapore, set for China visit

Guernsey has been making its presence felt at the STEP Asia conference in Singapore this week.

Guernsey makes presence felt in Singapore ahead of China visit

Guernsey has been making its presence felt at the STEP Asia conference in Singapore this week, ahead of a major visit to China by senior delegates from the island.

Mauritius Commercial Bank Q1 pretax profit up 16 pct

Mauritius Commercial Bank reported on Thursday a 16 percent rise in pre-tax profit for its first quarter ended in September, aided by strong growth in its subsidiaries in regional countries.

Royal London To Sell Offshore Wealth Unit 360

The deal, which is understood to value 360 at tens of millions of pounds, is expected to be announced in the next few days.

RBC Wealth Management wins Guernsey Corporate Social Responsibility Award

The Guernsey Community Awards saw RBC Wealth Management winning the Corporate Social Responsibility Award for its long-running commitment to CSR in Guernsey.

Offshore Wealth

New serivice launched

Qualifications success for ARC

Five Asset Risk Consultants employees have gained key industry qualifications.

Funds boss visits Hong Kong to woo Chinese investors

Kevin Murphy, chairman of the Irish Funds Industry Association and head of the asset management and investment funds group at the law firm of Arthur Cox, was in Hong Kong late last month trying to woo investors there to come to Ireland to set up funds.

Wealth and Asset Management