Managers of Wealth Offshore

IQ-EQ shortlisted across five categories in 2023 Citywealth IFC Awards

Winners will be selected by a panel of notable private wealth practitioners from leading international legal and financial firms.

Marlin Capital Partners expands Apex Group partnership

This extends Apex Group’s existing partnership with Marlin, having been appointed in 2021 to provide outsourced Management Company, Middle Office and Fund Administration services to the Marlin Money Market Fund.

Ocorian makes key hires to newly established Strategic Client Group

They bring a wealth of knowledge and experience to the organisation and will work closely with all Ocorian’s service lines to understand our clients’ strategic objectives and most effective solution to support them going forward.

Apex Group rolls out EDB digital banking platform

As business demand for Digital Banking services continues to rise post-pandemic

IQ-EQ’s wins Special Recognition Award at the Jersey Finance Rising Stars Awards 2022

The Special Recognition Award was introduced for the first time this year for those outstanding nominees whom the judges felt should be celebrated for their achievements in their company.

IQ-EQ wins Best User Experience at the Interact Excellence Awards 2022

The Awards celebrated organisations at the forefront of digital workplace strategy, employee engagement, and innovative internal communications.

Asia’s HNW and UHNW Investors and the Growing Importance of ESG, Impact & Sustainability

Jersey Finance sponsored a Hubbis mini-survey of the upper echelons of the Asian wealth market in terms of high-net-worth (HNW) and ultra-HNW (UHNW) clients and their relationship to ESG and investing for impact and sustainability.

Apex Group closes transformative acquisition of Sanne

The addition of Sanne brings another 2,500 people into the Group and adds six new locations in Denmark, Japan, Serbia, South Africa, Spain and Sweden.

UBS Client Advisor named a ‘Rising star in banking’

The awards, now in their third year, are designed to recognise future leaders across the financial services industry by celebrating young talent in Jersey.

More interest-rate increases ahead

The extraordinary recent Federal Reserve action on interest rates, with more expected before the end of the year, is an attempt to quell rising inflation.

Chambers ranking for Guernsey private wealth team

The guide is described as a ‘one-stop shop’ for ranking lawyers and firms in private wealth services, recommending only the best providers to high-net-worth individuals.

Standard Bank Young Professionals Recognised as Future Leaders in Wealth sector

Anna-Marie has almost 10 years’ experience in the fiduciary services industry and holds a STEP Diploma in International Trust Management and a certificate in Offshore Administration.

Saffery Champness partners with Coinify to accept cryptocurrency payments

Coinify’s focus on instant delivery and regulatory compliance will make the payment process efficient and seamless for those clients who choose to pay using cryptocurrency, as well as giving clients peace of mind through dealing with a properly regu

Butterfield Reports Second Quarter 2022 Results

Net income for the second quarter of 2022 was $49.1 million or $0.99 per diluted common share compared to net income of $44.4 million, or $0.89 per diluted common share, for the previous quarter and $39.6 million, or $0.79 per diluted common share, for th

Wealth and Asset Management