Managers of Wealth Offshore

Crestbridge Rising Star Recognised in National NextGen Leaders List

Stephanie has over 11 years’ experience in dealing with complex and sensitive structures on behalf of global families.

A new bursary student for Julius Baer Guernsey

As part of the bursary, Zac will receive £2,500 during his first year of university and will have paid employment with the bank during holidays.

Tom Zierer recognised as a 2024 eprivateclient NextGen Leader

This recognition follows Tom’s inclusion in the eprivateclient (EPC) Crown Dependencies NextGen Leaders list earlier in the year.

Praxis reports positive results and innovation at the half-year point

The first half of the year saw net revenue increase by 8.9% from £24.8 to £27.0m

What are you seeing in the global private wealth industry right now? By Ernesto Mairhofer, Head of Private Wealth and Family Offices of Citco Corporate Solutions

Citco offers a fully comprehensive breadth of services that can be customized to fit individual client needs

Asian Captive Conference 2024: Shaping the Future of Self-Insurance

The seventh edition of this premier conference will bring together the global captive industry to tackle critical issues and drive forward key discussions

Wealth management professionals from Jersey join awards judging panel

Now in their fourteenth year, these awards were established to highlight the excellence of the advisors and managers in the private wealth sector

Explosive Growth of Crypto Millionaires in 2024

Volek concludes that as the lines between traditional and digital finance continue to blur, the synergy between investment migration and cryptocurrencies grows stronger.

JTC Highly Commended at the nudge Financial Wellbeing Impact Awards

JTC Employer Solutions prioritise enhancing financial literacy and wellbeing among their members.

Ocorian manager joins judging panel for Citywealth Future Leaders Awards

The awards, now in their tenth year, are open to all wealth management professionals under the age of 40.

Saffery Trust Director celebrates 40-year career at award-winning firm

Helen explained that being a woman in a male-dominated industry in the 1980s presented challenges.

“Swiss banking” miracle in the Bahamas

The core components of the group are the Swiss asset manager UCAP Wealth Management and Capital Union Bank

Global Wealth Tax Could Raise $2.1 Trillion Annually for Climate Action and More

The two-tier tax system allows billionaires to pay tax rates that are half the rates paid by the rest of society

Alex Toohey nominated for Citywealth Investment Manager of the Year award

‘I consider it a privilege to be on the shortlist among such reputable professionals in the wealth management industry’

NatWest Group’s Associate Director recognised as Fund Finance Association ‘Rising star’

The Rising stars awards recognise outstanding individuals with less than 10 years of experience who have made remarkable contributions to the fund finance industry.

Moore Dixon Partner named 2024 eprivateclient Crown Dependencies NextGen Leader

The list aims to showcase the rising stars and future leaders within the global private wealth sector, highlighting those who have demonstrated exceptional talent and dedication in their respective fields.

Guernsey shortlisted for international finance centre of the year award

Guernsey took the winning title in 2023

Financial Services Authority executive shortlised for Citywealth award

Sarah Kennedy faces competition from six other business leaders for the prestigious honour

Brookfield Re net income drops in second quarter

The company also said it recognised distributable operating earnings of $298 million compared to $160 million in the second quarter of 2023.

Managing family dynamics and supporting key stakeholders in a changing world

Family dynamics can become complicated in the blink of an eye.

Wealth and Asset Management