Managers of Wealth Offshore

Ocorian shortlisted for Family Office Services of the Year

Online voting counts for ten per cent of the vote and the remainder is made up from Citywealth's panel of private wealth judges.

Hansard Global: First trading update for the year

Assets under administration were £1.22 billion as at 30 September 2021, unchanged from 30 June 2021

Private wealth can power the world towards a more sustainable future

The panel explored the intersection between sustainable investing and philanthropy.

Butterfield Reports Third Quarter 2021 Results

Net interest income (“NII”) for the third quarter of 2021 was $75.7 million, an increase of $1.0 million, compared with NII of $74.7 million in the previous quarter and up $0.4 million from $75.3 million in the third quarter of 2020.

The future of family offices

The Covid-19 pandemic and the regulatory and political changes of the past 18 months have prompted family offices to review their operations.

Jersey-based sustainable portfolio launched at recycling plant

By launching and managing this new portfolio service from Jersey, we are making a clear statement about our intentions to do just that.”

Jersey's private client landscape: built on trust

Working with the selected trust company, after due diligence has been completed including source of wealth and sourceof funds, a trust deed will then be prepared.

New Research Shows Global Confidence Among Expats, as Nearly Two Thirds Feel Optimistic About the Next 12 Months

Over two thirds (67%) of expats also believe their quality of life is better in their current location

Matthias Belz named as Citywealth Top 20 Family Office Advisors 2021

The selected group of industry professionals includes experts in two key areas: consulting & strategy and administration & governance.

Spotlight on succession planning in Africa

The next generation of African entrepreneurs could lead to a maturing of the continent's family office sector, explain Directors, John Félicité and Kenny Curpen.

Highvern Directors Recognised as Elite Family Office Advisors

The list of the industry’s most respected practitioners who service the ultra-high-net-worth segment of the market was announced yesterday, with Naomi and Richard making up just five of the advisors included from Jersey.

HSBC provides banking and lending facilities in support of JTC’s US expansion

It was a pleasure to be able to support an important locally-headquartered business in JTC in pursuing its exciting international expansion strategy.

Opportunities for new investments in altered post-pandemic economy

The recovery from the pandemic-induced recession was being aided by the fiscal and monetary policy interventions of many governments, and the financial stability induced by central banks injecting more money into economies.

Switzerland could ‘modernise banking secrecy law’ to keep wealth crown: Deloitte

The country’s smaller domestic market size and lower profitability of wealth management providers also put it in a weaker position compared to the US and the UK.

Today we meet John Pipon from UBS’s Jersey team

Dealing with investment markets means there is often time pressures on certain tasks being completed, which can be challenging and is why I feel organisation is a key skill for my role in the industry.

Crestbridge duo recognised at CGI Jersey Graduation Dinner alongside fantastic firmwide results

As well as those individuals in attendance at the event, a further 13 Crestbridge colleagues attained ICSA qualifications or passed exams in August, as part of their continuing studies:

Ocorian completes acquisition of Nordic Trustee

Nordic Trustee will continue to be led by CEO, Cato A. Holmsen and a highly experienced management team.

Offshore Centres Look Back, Forward In Uncertain Times

If certain offshore centres remain closed or impose tight controls, it is going to drive business elsewhere, professor Morriss said.

Brooks Macdonald International unveils group annual results

The results also show that FUM for the International business grew by 59.2% to £2.5bn at the end of the period.

JTC Acquires US-Based SALI Fund Services

The acquisition of SALI advances JTC’s strategic objective to strengthen its presence in the US.

Wealth and Asset Management