Managers of Wealth Offshore

Guernsey wins International Finance Centre of the Year award

It just goes to show that Guernsey is a well-respected, leading finance centre and remains a safe, stable and secure jurisdiction of choice.

Harneys wins Caribbean Law Firm of the Year - Citywealth IFC

The winners are those judged to have excelled in achievement, innovation, expertise, and service.

Investec wins at the Citywealth IFC Awards 2023

The winners are those judged to have excelled in achievement, innovation, expertise, and service.

IQ-EQ’s Regional Head of Private Wealth named in eprivateclient 50 Most Influential

The ‘50 Most Influential’ recognises and celebrates the most prominent leaders within the private wealth industry in the UK and Crown Dependencies.

Strong growth predicted in the family office sector and an increased focus on alternatives

In terms of other trends Ocorian is seeing in the family office space, it cites a significant increase in the number of family offices being set up due to the growing population of younger, sophisticated ultra-high net worth individuals, especially from s

Ocorian employee named in Top 50 Most Influential list by eprivateclient

Those that have made it onto the list are the leaders when it comes to providing the best possible advice and service for clients.

Matthias Belz Named in '50 Most Influential' Private Client List

Under Matthias’ leadership, last year saw the continued growth of JTC Private Office, with revenue figures and new client numbers confirming that 2022 was its most successful year to date.

RF Bank Purchases Cayman Financial Advisory Business

This new broker arm of the RF Group, which will be rebranded under RF Advisors, will have a team of experienced and qualified financial advisors offering complete financial planning solutions for every aspect of clients’ wealth journey

Matthew Burton named one of 50 Most Influential

The 50 individuals listed were selected by judges based on the achievements that potential candidates made over the past 12 months, considered alongside their reputations.

Apex Group wins Capital Prudential mandate

Fund administration is at the core of Apex’s single-source solution, delivering timely, accurate and independent services, underpinned by market leading technology platforms.

BVI funds for families

The decisive criteria for the best structure and jurisdiction will depend on the particularities of each family and their asset structure.

RBC Wealth Management provide a deeper look at UK and European inflation

In the spring, the lifting of the energy price caps will likely also mean higher energy bills, even as wholesale natural gas prices come down.

JTC Shortlisted in the Citywealth 2023 Magic Circle Awards

For nearly twenty years, the Magic Circle Awards have been attracting the leading professionals from the top firms

RBC Wealth Management to exit Guernsey

The full closure could take up to two years

Two UBS Jersey leaders nominated for Woman of the Year category in global Powerwomen Awards 2023

The awards champion women in the wealth management sector and both Fiona and Helen, have been nominated for the ‘Woman of the Year – Jersey’ category.

Apex Group closes acquisition of the Maitland business

Recent acquisitions of Maitland and Sanne establish Apex Group’s footprint in South Africa

TISE enters anniversary year with record number of listings

This contributed to TISE entering its anniversary year with a total of 4,020 securities admitted to its Official List, which is a rise of 10% year on year and the highest total since the Exchange opened for business in October 1998.

QE infinity set the stage for ‘funky businesses out of the Bahamas’: Mussie Kidane

The Pictet North American Advisors chief investment officer said that 2022 had been a radical rupture from the previous era.

10-years of Canaccord

As part of the celebrations, staff who have worked for the company for the last ten years and beyond were asked what working for the business has meant to them.

Canaccord Genuity Wealth Management celebrates 10th anniversary

An independent UK wealth management firm, CGWM UK offers private clients, professionals, and charities a complete range of fully integrated wealth management services from discretionary investment management to expert financial planning advice.

Wealth and Asset Management