Managers of Wealth Offshore

Award shortlisting for Saffery Trust

Saffery Trust Guernsey and Cayman Director, Lisa Vizia, said the firm’s success was a testament to its commitment to excellence.

HIGHVERN Announces Mid-Year Promotions

The leading independent fiduciary, corporate and fund services provider has made these promotions following fifteen promotions across multiple jurisdictions end of last year.

Guernsey Finance takes the win with ‘Wealth for Good’ award

The annual WealthBriefing Wealth for Good Awards program recognises the most innovative and exceptional firms, teams and individuals.

Labuan IBFC Inc. and STEP Malaysia jointly host wealth management and estate planning event

This inaugural event shone a spotlight on wealth management ecosystems both in Malaysia and Labuan IBFC

RF Group taps core vendor ERI to power its Caribbean banking operations

RF Group joins a growing list of Caribbean financial institutions to adopt ERI’s Olympic Banking System

TEAM “well-placed for international growth on back of wealth exodus”

In March, TEAM raised £1.8 million in capital and is currently in advanced discussions with a strategic investor for additional funding and deeper collaboration.

Carey Olsen named a finalist for two STEP Private Client Awards

The addition of our shortlisting for the STEP awards is testament to the excellence and hard work

Oakglen Wealth launches inheritance tax solution with Toscafund Management

The partnership will allow Oakglen to invest into qualifying smaller companies listed on the Alternative Investment Market (AIM) on each of their client’s behalf

Praxis shortlisted for Trust Company of the Year in prestigious STEP Awards

At Praxis, we continuously strive to maintain the highest standards of service, and to nurture the current and future generations of practitioners.’

Winners of Citywealth Brand Management and Reputation Awards announced

AI is also playing an increasingly important role within the wealth management industry.

Advantary Capital Services and Apex Group Announce Strategic Partnership to Expand Portfolio Company and Client Services

This partnership brings together the expertise of two industry leaders to empower businesses with the resources and support they need to thrive in today’s competitive landscape.

The Big Interview with Crestbridge’s award winning CEO

A lawyer by training, Heather has featured in ePrivateclient’s 50 Most Influential List for five consecutive years and has been the recipient of a number of other prestigious awards and accolades.

JTC to acquire specialist fiduciary business FFP, Cayman Islands BVI and Dubai

The acquisition of FFP forms part of this strategic initiative focused on the provision of a suite of specialist services designed to ensure effective management, oversight and decision-making within the Group’s client base.

Hawksford wins trust company category at 2024 eprivateclient Excellence Awards

Now in their fourth year, the eprivateclient Excellence Awards are designed to recognise outstanding achievements across the UK and offshore private client landscape

Artificial Intelligence and Company Secretaries: What next for governance professionals?

The fast development and application of AI needs extensive AI governance and risk management processes.

JTC Introduces Enhanced Oursourced Financial and Regulatory Reporting Services

The launch of JTC’s Outsourced Financial and Regulatory Reporting Services brings together knowledge from across the JTC Group

Saffery Trust named Independent Private Client Trust Company of the year in Excellence Awards

Saffery Trust’s impressive staff retention rate and commitment to its clients and team members were cited as setting it apart from its competitors.

Highvern Private Wealth team members included in eprivateclient NextGen Leaders list

Congratulations to them on this well-earned recognition, highlighting their hard work and accomplishments.

Zedra Announce Aquisition of LJ Fiduciary and Alvarium Private Office Completion

LJ Fiduciary and APO will shortly be rebranded and merged into the existing ZEDRA Group.

HIGHVERN Trio Named NextGen Leaders in 2024 eprivateclient Crown Dependencies List

This esteemed industry list celebrates outstanding practitioners in the Crown Dependencies who are rising stars in the private wealth sector.

Wealth and Asset Management