Managers of Wealth Offshore

The Bahamas: A preeminent jurisdiction for your wealth management and structuring plans

The Bahamas is a sovereign archipelagic nation of 700 islands and cays located off the coast of Florida, US.

Acquisition of South Dakota Trust Company Establishes JTC as the Leading Independent Provider of Admistration Services to the US Personal Trust Sector

Not only does it bring us greater scale in the US, it also provides significant opportunities to offer our wider private client services to their high net worth and ultra-high net worth family clients.

Bedell Cristin lawyers contribute to Private Trust Companies Handbook Second Edition

Private trust companies continue to play an important role in the wealth structures of many ultra-wealthy families

Highvern Recognised in Drawdown Awards for 4th Consecutive Year

HIGHVERN has previously collected awards for ‘Fund Administration’ as well as ‘Technology & Innovation’

Estate planning & wealth structuring for modern families

What generally motivates a family to do an estate plan for the first time or to update an existing plan is a desire to combine peace of mind with a thoughtful and durable plan for the future.

Ocorian wins Fund Administration award

The judging panel ensures that the awards are held to the highest standard, remain respected and strive for them to act as a catalyst to drive up service standards and operations in the industry.

Praxis pair make NextGen Leaders List

Newly rebranded from the well-known Top 35 Under 35, the Channel Island NextGen Leaders adopts new criteria that focuses on industry experience rather than age

Lawrence J. Chastang, Jr. on Insights for Cross-Border Wealth Management

The funds within the annuity are then invested in a variety of underlying investment options including stocks, bonds, and alternatives.

Triple Success for JTC Private Client Services Team in NextGen Leaders' List

The reputation of the individual’s company, their career trajectory, experience and involvement in promoting good organisational culture are all criteria considered by ePrivateClient when compiling the list.

Wealth consolidator forks out £8m on double acquisition

Jersey-based firm Team has broadened its global reach through acquiring Globaleye Wealth Management and Thornton Associates.

ZEDRA Announces Close of Strategic Minority Investment from BCI

This investment, which was announced in March 2022, has been approved by all relevant authorities.

Carey Olsen advises Carey Commercial on its sale to Suntera Global

Following its acquisition of Carey, Suntera's Guernsey service offering will be bolstered with addition of 80 new staff members and clients in more than 50 countries.

Praxis looks to expand yacht services offering with planned acquisition of Sarnia Yachts

With a pedigree of over 50 years, Sarnia Yachts is one of the longest-standing players in the superyacht support sector

Praxis reports strong organic growth in 2022 year-end results

The Group took decisive steps on its strategy to grow revenue and achieve underlying EBITDA of £20m+ by 2025.

Suntera Global bolsters Guernsey presence with acquisition of Carey

Suntera Global makes a further Guernsey acquisition to broaden its service offering and augment its international fund administration capability.

Jersey Private Funds & the Middle East

A JPF is a regulatory fund structure created for a small number of sophisticated investors, ideal for family offices and club investors when investing in alternative asset classes.

Evelyn Partners International joins with Flagstone International

The new cash deposit platform will allow clients to effortlessly transfer money between accounts so they can react quickly to new interest rates

IQ-EQ wins two awards at 2022 WealthBriefing Channel Islands Awards

The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.

Increasing wealth drives family office focus on philanthropy and succession plans

This is particularly important in the smaller group of family office professionals who don’t currently see a natural succession of wealth and leadership amongst their clients.

IQ-EQ wins the ‘Wealth Innovation Award’ at the Luxembourg Wealth Management Awards 2023

Winners were announced at a gala dinner in the European Convention Centre in Luxembourg.

Wealth and Asset Management