Managers of Wealth Offshore

Apex Group launches new portal for credit managers

This solution is available for credit strategies deployed via closed-ended, open-ended or hybrid structures.

HSBC makes two senior appointments

Jon Gill has been named Head of Customer – International and Marketing within Wealth and Personal Banking for both the Islands and HSBC Expat businesses.

JTC makes changes to Jersey senior team in Jersey

The appointments form part of JTC’s ongoing strategic focus to grow its multi-jurisdictional proposition for fund managers, institutions, private clients and family offices

Apex Group announces acquisition of ZASMalta

ZAS’ clients will now benefit from access to Apex’s single-source solution, including services such as Global Compliance Solutions, ESG Rating, Reporting & Advisory and Digital Banking.

VG appoints private wealth Director

Joining Wendy’s newly formed team is Katherine Heddercott as Assistant Manager.

Crestbridge family office professional recognised in ‘rising stars’ list

Daniel, who was promoted to Manager at the beginning of the year, has over fifteen years’ experience in the offshore trust business and joined Crestbridge in 2017 with a private wealth and family office background.

HSBC leadership underlines importance of islands to global growth ambitions

The islands’ local expertise, robust regulatory environment and position with regards to the UK, Europe and our international connectivity are a key part of our wealth strategy.

ZEDRA acquires AlleyBe in Malta

The acquisition adds 25 new team members to ZEDRA Malta.

Final Results, Investor Presentation, Board Change

There remains further development work required before we expect to see the full benefits of this initiatives.

Jersey is fast becoming the number one choice for South African wealth managers

Jersey is a true international financial centre. Our special report reveals how it offers a stable home for African wealth in a world that is becoming more uncertain by the day.

CREM and CMB Monaco become partners

CMB has started a “Welcome to Monaco” programme, where clients based in the Principality, and who have recently opened an account, can meet up in an informal setting.

IQ-EQ Jersey trio named in eprivateclient’s Channel Islands Top 35 Under 35 for 2022

The Channel Islands Top 35 Under 35 aims to identify, recognise and promote the rising talent of the private wealth industry across Jersey and Guernsey.

Administrative penalty of 14 April 2022

Administrative penalty imposed on the credit institution Natixis Wealth Management Luxembourg

Continued success for PraxisIFM professionals in EPC Top 35 Under 35 CI

Designed to identify, recognise and promote the rising stars of the private client adviser community, Tom, Abi and Lucy are three of just 70 professionals, 35 men and 35 women, to be listed.

Ocarian - Channel Islands ‘Top 35 Under 35’

The list gives a rundown of the top 35 men and top 35 women client practitioners throughout the legal, accountancy, trust and residential property businesses.

Four from JTC recognised in 'Top 35 Under 35' Private Client list

It celebrates 35 young men and 35 young women, regarded as being future leaders within the private client industry in the Channel Islands.

How offshore trusts can help protect wealth against volatility and attacks

Owing to an increasingly challenging global landscape, settlors are turning to trusts for asset protection – but real care needs to be taken when setting up such a structure.

Succession: what family offices can learn from the Roy family

The generational wealth transfer has been fast approaching for a number of years

Triple listing for Saffery Champness in ePrivate Client’s ‘Top 35 Under 35’

Donna has been featured in ePrivateClient’s ‘Top 35 Under 35’ Channel Islands list each year since joining the firm in 2018

JTC Recognised in ‘top 35 under 35‘ Private Client List

Achievements over the past year, career progression and contribution to the industry and their organisation were all considered.

Wealth and Asset Management