Managers of Wealth Offshore

Late James Bond actor Connery’s family donates to Lend a Hand Bahamas to promote performing arts

The Connery family’s generous contribution will go toward a recording studio in Lend a Hand Bahamas’ soon-to-come second community center.

Ocorian makes strategic investment in Guernsey with acquisition of Trust Corporation International

Our combined capabilities and expertise will result in a powerful full service offering in Guernsey from our team of over 160 professionals.

Butterfield Announces 2021 Scholarship Recipients

The criteria for selection includes academic achievement, financial need and community involvement.

Trust Corporation buyout ‘is a vote of confidence in Guernsey’

TRUST Corporation International is being bought by Ocorian in a deal described as good news for staff and clients – and a vote of confidence in Guernsey.

Planning for liquidity - using Cayman Islands private wealth structures for pre-IPO and exit events

Cayman Islands trusts and private wealth structures are now an increasingly popular choice for those looking ahead to protect these significant investment gains in a tax efficient asset protection vehicle.

Level Up Client Communication In 2021, And Beyond

In the contemporary everchanging scenario it is actually possible to win the best of both worlds, by start looking in depth at the whole art and science of communicating with private clients.

Ocorian enhances presence in Guernsey with acquisition

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

Gibraltar-based clients of NatWest International report fraudulent transactions purporting to be made to UK delivery company Deliveroo

The transactions appear to have been made in sums of between £100 to £200.

Millions of pounds could be flowing out of the UK every week as a result of private equity firms' reliance on tax havens

Private equity firms claim they use them because it is an easier way to manage the array of companies they often own or fund around the world.

Apex Group awarded “Best Evolutionized Financial Services Brand

Apex Group was awarded this honour for its exceptional commitment to Innovation, Quality, Branding Activities, Customer Service & Performance and providing a Robust Financial System globally.”

STM Group names new CFO, makes COO redundant in board shakeup

She is expected to join in October "allowing plenty of time for an orderly handover" from the current CFO Therese Neish.

Sanne sells its minority shareholding in Colmore

Both Sanne.Live and Sanne Spotlight were rolled out to clients in H2 2020 and have received a significant amount of positive client feedback alongside its other digital products.

Apex Group expands European fund marketing and distribution capabilities with acquisition

This strategic acquisition strengthens the Group’s local presence in Switzerland, supplementing its existing capabilities to serve clients in the wider European market.

Crestbridge obtains fund administration licence

Today’s announcement regarding, regulatory approval of the fund administration licence further enhances Crestbridge’s established Irish platform and significantly broadens the Irish team’s service capabilities for managers.

Ogier's Private Wealth team in Jersey maintains top-tier ranking in new Chambers HNW Guide

Their ability to share practical wisdom is a reflection of their breadth of experience in the various disciplines and they have always made themselves available for any queries we have had.

ABN AMRO is chasing away Caribbean account holders with high costs

Under pressure from the Ministry of Finance, the bank - of which the Dutch state is the majority shareholder - suspended that decision.

Investec shortlisted for key Citywealth industry awards

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

TISE welcomes global private wealth and professional services provider as Member

This aligns very well with our plans to continue to diversify our products and markets as we execute our strategy in the coming years.

Citywealth lists PraxisIFM as finalists in the IFC awards

The 11th edition of the Awards will take place at an event in January next year, where the world’s leading offshore companies in the private wealth sector will come together in recognition of their outstanding services.

Top-tier ranking for Ogier's Guernsey Private Wealth team in Chambers HNW Guide

Described as "excellent value" and "interested in long-term relationships" by clients, the team's "long history and really solid reputation" have led them to achieve this market-leading status.

Wealth and Asset Management