Managers of Wealth Offshore

20th anniversary of Canaccord Genuity Wealth Charitable Trust

There are plans to celebrate in various ways throughout 2024.

TISE reports record turnover, profit & EPS for 2023

The Group has also announced the payment of a £2.00 per share special dividend in addition to the regular dividend payments.

Oakglen Wealth’s Chief Investment Officer provides insights on global economy

He holds a BA with High Honours in Economics from Rutgers University and an MBA from New York University’s Stern School of Business Administration.

Edmond de Rothschild announces a strategic agreement and the acquisition of its third-party Asset Servicing business by Apex Group

As part of this agreement, Apex Group will also acquire Edmond de Rothschild's fund administration, transfer agent and custody activities for its Private Equity and Infrastructure funds.

Integritas Wealth Partners have attained CISI Chartered Firm™ Status

CISI Chartered Firm™ status denotes that a firm is operating at the highest levels of trustworthiness and professionalism

Female leaders clinch gold at Powerwomen Awards

Ms Le Tissier has been asked to join the judging panel for the 2024 International Awards.

VG’s Director of Private Wealth, Debbie Lumsden, Wins Silver Citywealth Women of the Year – Jersey Award

The awards spotlight individuals and companies who support caregiving responsibilities, female leadership, and celebrate diversity.

BlackRock and Fidelity build positions in Butterfield Bank

Butterfield has notified the BSX that two of the world’s largest investment companies have built substantial shareholdings in the bank.

Insights on Jersey’s Position in Islamic Wealth Management

Faizal’s contribution to the prestigious report further solidifies Jersey’s position as a forward-thinking, award-winning international finance centre

Meet the new man at the helm of Canaccord in Jersey

CHARLES Cohen has had a varied career leading to his move to Jersey which will help him face any challenges ahead.

HSBC celebrates 'record' results with bumper dividend for shareholders

The bank closed 2023 with a €134 million pre-tax profit

Butterfield to build on Credit Suisse business

The bank’s fourth quarter and year end results were well received by the market, with Simply Wall Street calling it a good week for the bank.

Channel Islands stand out amongst finalists in Citywealth Powerwomen Awards 2024

These awards, established over a decade ago by multi award winning businesswoman Karen Jones – founder and CEO of Citywealth – recognise the excellence of women in the wealth sector.

Preserving wealth in a Bermuda dynastic trust

Butterfield reports fourth quarter and full year 2023 results

The core efficiency ratio 1 for the year ended December 31, 2023 was 58.1% compared with 58.9% for the year ended December 31, 2022.

CGWM publishes Q3 results

Fiscal year-to-date pre-tax profit margin excluding significant items decreased by 0.4 percentage points to 24.5%.

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

ERI claims that more than 400 financial organisations across 60 countries have now adopted its flagship offering.

JTC Opens An Office In Austria

JTC Austria will offer a range of services to both private and institutional clients, forming part of JTC’s global business.

Six international contentious and non-contentious private wealth specialists recognised in the latest edition of the Private Client Global Elite Directory

The Private Client Global Elite Directory was created with the awareness that referrals and recommendations are absolutely key to the private client sector.

Hawksford Private Client Services head achieves triple industry recognition

The Spears recognition forms part of the wealth publisher’s regular schedule of Tax and Trust Indices, celebrating the leading practitioners in specific areas of the global private wealth landscape.

Wealth and Asset Management