Managers of Wealth Offshore

International advice group opens second Cyprus office

Operation ‘will deepen our ability to operate and expand across the European region’

Crestbridge wins Gold

This Gold Award is a reflection of our ability as a multi-jurisdictional team to meet that demand head on as we’ve pivoted to a digital-first approach whilst maintaining the high standards we set ourselves.

Bedell Cristin lawyer to speak at BPP 2021 Family Office & PWM forum

Robert Christie, Partner, will be joining a panel of experts at a BPP 2021 Family Office & Private Wealth Management forum.

A 237-year pedigree and four Jersey staff helps make a trillion-pound business

Peter Body talks to Mike Rothwell, the director of a Jersey subsidiary of one of the biggest financial institutions in the world

Appleby Partners With CIFC In 'CLO Initiative For Change'

Corporate responsibility is at the core of Appleby’s business

Butterfield launches mortgage services

BUTTERFIELD is aiming to shake-up the mortgage markets in Guernsey and Jersey with the launch of a suite of new products.

The Perfect Podcast for First-Time Fund Managers

Throughout the podcast, the pair spoke about the level of support that GPs may require when launching their new fund and potential considerations that tend to be overlooked as a first time fund manager.

Asian family biz wins digital bank license in Labuan

Portcullis, a family office run by David Chong, is set to disrupt private banking with digital-bank Baxian.

Rathbone Client Director wins gold at Citywealth Magic Circle Awards

He joined Rathbones in 2017, and has worked in the finance industry for over forty years.

ARC Group wins twice at 2021 Citywealth Magic Circle Awards

In addition, Suggestus, ARC’s research portal, also won the Technology Vendor of the Year for the fourth time in seven years.

Why Zoom is Good for Family Enterprise Harmony

It has also changed the way non-financial assets are now stewarded, with the need to consider alternative ways to communicate instructions to asset administrators and family strategy to international Trustees.

Butterfield recognised as Tier 1 trust company

With over 100 companies surveyed, the resulting list is determined using a number of factors including total fee income, the number of client-facing directors as well as overall company size, and quality of service.

Steve Sokic named as ‘Top Ten’ family office service provider by Spear’s

The Index is informed by a range of sources, including peer nominations, interviews, company data reporting, client feedback and research by the Spear’s editorial and research teams.

Ocorian listed in eprivateclient’s 2021 Tier 1 Top Trust Companies

The ranking recognises the astounding growth the business has achieved, now 1,200 people across 16 locations with assets under administration of more than £260bn.

Let's talk: developments in the private client world

A trend which we have seen gain real momentum over the past year was the shift in the attitude of clients who had previously put off dealing with those tricky questions about their estate planning and may not have been particularly open to engaging with t

Wealth and Asset Management