Managers of Wealth Offshore

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.

Standard Bank in the run for STEP Private Client Award

These awards are widely recognised as the benchmark of the excellence for providers in our industry.

Using Jersey Sharia-compliant and conventional structuring models

The Jersey Private Fund regime provides a number of benefits to family offices.

Jersey Finance Director Explores Family Offices Strategies

These strategies are aimed at providing long-term stability for future generations and adapting to various economic conditions.

Six shortlisted for Citywealth IFC Awards

The winners in each category will be announced in January in London.

Labuan IBFC: Asia's One-Stop Wealth Management Hub

Labuan IBFC has a complete ecosystem in place to support wealth management.

UBP signs two exclusive agreements to acquire Societe Generale’s international private banking operations in the UK and in Switzerland

These transactions, carried out with the support of Caurus Partners, remain subject to the applicable social procedures

Wealth and Asset Management