Managers of Wealth Offshore

Butterfield appoints two senior roles in personal banking expansion

Julian and David will oversee that process of continued development.

Ocorian are the silver trophy winners at the Citywealth Brand Management and Reputation Awards 2022

For over six years, these prestigious awards have highlighted and recognised the contributions of over a hundred marketing, business development and public relations professionals within the wealth management industry.

Cayman Islands Trusts

Recording a trust in writing is generally advisable because it provides more clarity as to the terms of the trust.

Investec Wealth and Investment grows Guernsey team

Joe has a particular focus on the Trust, Corporate, Family Office and Private Client markets.

Highvern shortlisted for two STEP Awards

These Awards are viewed as a hallmark of excellence and innovation amongst private client professionals worldwide.

Five reasons to use a Guernsey trust

They may also consider trusts for managing property investments, which have potential planning and tax pitfalls that clients need to be aware of.

Collas Cril shortlisted for STEP Private Client Awards 2022

This year saw a record number of entries, with the panel of judges only shortlisting those firms they felt to be the most outstanding.

JTC Announced as a Finalist in the STEP Private Client Awards

JTC has a strong success history in these awards having won the title of ‘Trust Company of the Year’ in 2019/20 and being shortlisted again in the following years.

Apex Group wins Octopus Investments Australia mandate

Octopus Australia is building a portfolio of renewable energy assets that will help Australia lower its carbon emissions and meet its renewable energy targets while delivering sustainable, long-term returns for investors.

Carey Olsen named a finalist for two STEP Private Client Awards

This year's awards also saw a record number of nominations, with 337 submissions from 27 countries for the 21 categories available.

Bermuda Claims Against Credit Suisse Now More Precisely Defined

That amount more precisely determines the amount of the loss, which Credit Suisse estimated to be around $600 million in its first-quarter report.

JTC Wins at Citywealth Brand Management and Reputation Awards

The winners were announced at an event in London earlier this week

BGF appoints Apex Group for portfolio ESG Rating & Advisory

Apex’s ESG Health Check solution will help BGF to support its portfolio on ESG matters

Stonehage Fleming announces senior promotions

In the Jersey Family Office division, Ian Ferguson and Rudi Bodenstein have been promoted to Partner.

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.

Wealth and Asset Management