Managers of Wealth Offshore

JTC Wins at Drawdown Awards

The Drawdown Awards celebrate excellence and innovation within private capital fund operations.

Brooks Macdonald launches ‘Inclusive futures’ to attract next-gen wealth management talent

Brooks Macdonald’s new graduate scheme will give participants the opportunity to gain the fundamental experience and skills needed to excel in the industry.

Accuro’s forward-thinking business practices recognised by STEP Award

Accuro stands out in this industry as an independent, fully management-and-staff-owned business

Ogier proud to sponsor Guernsey Private Wealth Forum

As a result, we are noticing that more and more individuals want to understand the impact of their wealth and use it to help bring about positive changes by supporting and investing in charitable or environmental causes.

The best offshore experts for high-net-worth individuals

The Offshore experts featured are included in the table below, along with their Spear’s ranking and focus.

LGT is one of the 25 “Best Workplaces in Europe”

LGT Private Banking received its first employer certification from ”Great Place to Work

JTC aquires boutique asset manager

Following our successful fund raise earlier this year, we are delighted to announce the acquisition

Strong Revenue and Profit Growth for JTC in Latest Interim Results

The company also revealed that it won its largest ever mandate during the period, an engagement worth c. £2.5m per year to provide services to a major global financial institution.

ZEDRA opens office in Liechtenstein

The new office will enhance active wealth services to ZEDRA’s global clientele and presents growth opportunities in the country’s growing fintech sector.

Jersey Finance announce line-up for Private Wealth Conference in London

Jersey Finance has announced a range of expert speakers, who will discuss the issues driving private client decision making and the challenges facing the international wealth management community, at its Annual Private Wealth Conference later this month.

JTC Acquires US Fund Services Business

Nigel Le Quesne, CEO of JTC, said: “We are very pleased to announce the acquisition

Ogier leads offshore with five named in Citywealth Private Client Top 100

The independently curated list presents the top 100 Private Client Lawyers for 2021 who went above and beyond for their clients during the pandemic.

Today we meet Milton Freitas from Butterfield’s lending team

Today we meet Milton Freitas who works in Butterfield’s lending team as a Lending Specialist in Jersey.

Suntera Global makes second Luxembourg acquisition

The team of 14 staff in Luxembourg will add complementary expertise to Suntera Global's existing office in Luxembourg

HSBC CEO Sue Fox recognised for third year on Women Role Model list

Sue is also the lead executive sponsor of HSBC’s Diversity and Inclusion Allies group, which works to cement an inclusive culture at the Bank.

Jersey Private Funds – Use by Family Offices

In the last 12 months we have seen increased use of JPFs by family offices created by high net-worth and ultra high net-worth families.

Cherie Blair to headline Guernsey Private Wealth Forum

Mrs Blair’s efforts to make the world a better place ties in with this year’s event, entitled 'The Power of Capital', which will focus on the good that wealth can do.

Bedell Cristin advises Ocorian on the acquisition of Trust Corporation

This acquisition enhances Ocorian’s ability to provide a comprehensive service offering to private clients and international corporates in Guernsey alongside its existing strength in fund administration.

Successful Succession Planning

The Boston Consulting Group, which compiled the figures, said the ultra-rich held £15.7bn in investable assets, or 15% of the world’s total investable wealth in 2020.

EFG Bank integrates innovation into strategy for clients

The enhanced presence in Cyprus allows us to expand our reach and maintain greater proximity to our local clients.

Wealth and Asset Management