Managers of Wealth Offshore

Canaccord Genuity Wealth Management release second quarter fiscal 2024 financial performance

Our diverse growth strategy continues to enable a strong set of results.

Strong showing for Jersey in Citywealth Future Leaders Awards

They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills.

Suntera Global Recognised in Top Trust Companies List

Inclusion reflects the firm’s ongoing strategy to enhance and expand its global proposition for individuals and families

Increased digital adoption driving service delivery at VM Wealth Management

The entity's online client portal, which has been steadily growing in users, affords clients convenient access to their portfolio information and critical market updates to empower them to make informed investment decisions.

Secure messaging: the key to wealth management client engagement

There is a direct correlation between engagement and profitability.

ZEDRA to acquire fiduciary services business from AlTi Tiedemann Global

ZEDRA will welcome 59 employees who have been providing trust, corporate, marine and aviation, and family office administration services through its offices in the Isle of Man, Geneva and London.

IQ-EQ celebrates 70 years in Luxembourg

Throughout these past 70 years, our business has transformed, growing from a successful local player in Luxembourg to the leading global business we are today.

Ocorian achieve top trust ranking

In the last 21 months, our business has grown from 16 to over 20 offices

Saffery Trust retains Tier I status

Saffery Trust opened in Guernsey more than 45 years ago and also has offices in Cayman, Dubai, Geneva, and Zurich.

A ‘global approach’ to wealth advice highlighted at Guernsey private wealth conference

To combat any issues stemming from this, he recommended wealth holders “surround themselves with advisers that are able to give them a global approach.

IQ-EQ grows UAE footprint with launch in Abu Dhabi

The opening of an Abu Dhabi office follows our launch in Dubai earlier this year

UBS Client Advisor awarded Level 6 Certificate in Private Client Investment Advice and Management

This Level 6 certification demonstrates Will’s exceptional understanding of the principles of private client investment advice and how those principles are integrated into the exemplary support he provides.

Fitch upgrades Leonteq to "BBB"

According to Fitch, the upgrade of the long-term IDRs assigned to Leonteq reflects the material progress made to grow the franchise

World's Best Private Bank Awards 2024

The winners are not always the biggest institutions, but rather the best—those with qualities that individuals rate highly when choosing a provider.

Panellists Announced for Guernsey’s Private Wealth Forum

The panel is highly experienced in working with family offices, multi-jurisdiction families, complex holding structures and complicated trust and estate disputes.

HSBC Trust and Fiduciary Services wins prestigious Award

HSBC’s Trust and Fiduciary Services business is part of the Bank’s Global Private Banking division, and offers a broad range of succession planning solutions to help families manage their wealth needs.

Canaccord stockbroker receives top industry award

The President’s Award is presented by the local branch of CISI to the best performer over the year, across two sittings, for the Private Client Investment Advice and Management exam in Jersey (PCIAM).

Odey Wealth Management to be shut down

UK and Guernsey-based

IQ-EQ shortlisted for ‘Best Company to Work For’ in the Belfast Chamber Business Awards 2023

Spanning 21 categories, the awards recognise everything from international businesses to city eateries.

Societe Generale PB and Kleinwort Hambros launch art advisory service

Societe Generale Private Banking and SG Kleinwort Hambros have announced the launch of an art advisory service.

Wealth and Asset Management