Managers of Wealth Offshore

Rising stars at Ogier named in eprivateclient's 2025 Crown Dependencies NextGen Leaders list

The annual list by eprivateclient recognises, introduces and promotes outstanding professionals and talent based in the Crown Dependencies.

Affinity Private Wealth Sells Investment Business to Capital International, Focusing on Growth in Private Wealth

This sale will allow Affinity Private Wealth to focus solely on its core strengths in delivering bespoke private client, trust and fiduciary services.

Senior Associate Melissa Wong named in 2025 eprivateclient Crown Dependencies NextGen Leaders

Melissa is a Senior Associate within the Corporate department in the Isle of Man, specialising in Private Client & Trusts work.

HIGHVERN’s Jack Barlow named on Eprivateclient Next Gen Leaders 2025 List

The list, which was open to nominees from within the private client advisory professions, is decided by several factors

Imperium colleagues recognised in prestigious industry awards

These awards celebrate outstanding professionals under 40 in the private wealth industry across the UK and Crown Dependencies.

NextGen Leaders list accolade for Bedell Cristin's Ema Francisco

Recognition is based on the stature of the employer, feedback from senior industry figures, and the active involvement of individuals in business development and promoting good organisational culture.

JTC Strengthens Partnership with TISE Through Comprehensive Scheme of Arrangement Services

As Registrar of TISE, JTC Registrars Limited has consistently provided the full suite of registrar services, including the provision of CREST services.

Back-to-back win for Saffery Trust in eprivateclient Excellence Awards

The firm received a Highly Commended recognition in its first year of entry, followed by three successive wins, including back-to-back success in the most recent years

Former UK Cabinet Minister to Headline Private Wealth Conference

He will be joined by a number of expert speakers at the half-day London event to be held at the Brewery on Tuesday 23 September.

Sarah-Louise Mason shortlisted in Citywealth's Future Leaders Awards 2025

In its eleventh year, the Future Leaders Awards champions young professionals in the wealth sector and highlights the leaders under forty of today and tomorrow.

Private Wealth Network Returns to New York

This week, we hosted the second event for our Private Wealth Network, a series led by Philip Pirecki, Jersey Finance’s Lead in the Americas.

Praxis Celebrates Future Leaders Named in 2025 EPC NextGen Leaders list

The annual list highlights exceptional individuals with fewer than 15 years’ experience

VG Celebrates Two Rising Stars in eprivateclient NextGen Leaders 2025

They have 20 years between them and have successfully demonstrated their superior level technical and people skills and have enjoyed rapid career progression at VG.

Walkers contentious trust specialists named '2025 eprivateclient Crown Dependencies NextGen Leaders'

Associate Kellie, who works in our Guernsey office and specialises in trust litigation acting for trustees, has been included in the list for the fifth time.

Oakglen Wealth acquires Homebuyer Financial Services Limited

This strategic acquisition will expand Oakglen Wealth’s offering for clients to include comprehensive financial and retirement planning, alongside its core wealth and investment management services.

AI-Personalised Video Technology

test

Miami International Holdings’ Acquisition of The International Stock Exchange Becomes Effective

The cash consideration of £22.50 per TISE ordinary share values TISE at approximately £70.4 million ($91.5 million¹).

Channel Island winners of Citywealth Magic Circle Awards 2025 announced

BBC News presenter Rich Preston hosted the evening and funds were raised for Magic Breakfast – a charity that delivers free breakfasts every morning to underprivileged school children.

Estate planning for the wealthy

Mr Young commented how useful it was for service providers to maintain a relationship as a trusted adviser to those seeking advice.

UBS Global Family Office Report 2025 published: All eyes on the global trade war

The second biggest concern for more than half (52%), was major geopolitical conflict, followed by higher inflation.

Wealth and Asset Management