Managers of Wealth Offshore

The future of family offices

The Covid-19 pandemic and the regulatory and political changes of the past 18 months have prompted family offices to review their operations.

Jersey-based sustainable portfolio launched at recycling plant

By launching and managing this new portfolio service from Jersey, we are making a clear statement about our intentions to do just that.”

Jersey's private client landscape: built on trust

Working with the selected trust company, after due diligence has been completed including source of wealth and sourceof funds, a trust deed will then be prepared.

New Research Shows Global Confidence Among Expats, as Nearly Two Thirds Feel Optimistic About the Next 12 Months

Over two thirds (67%) of expats also believe their quality of life is better in their current location

Matthias Belz named as Citywealth Top 20 Family Office Advisors 2021

The selected group of industry professionals includes experts in two key areas: consulting & strategy and administration & governance.

Spotlight on succession planning in Africa

The next generation of African entrepreneurs could lead to a maturing of the continent's family office sector, explain Directors, John Félicité and Kenny Curpen.

Highvern Directors Recognised as Elite Family Office Advisors

The list of the industry’s most respected practitioners who service the ultra-high-net-worth segment of the market was announced yesterday, with Naomi and Richard making up just five of the advisors included from Jersey.

HSBC provides banking and lending facilities in support of JTC’s US expansion

It was a pleasure to be able to support an important locally-headquartered business in JTC in pursuing its exciting international expansion strategy.

Opportunities for new investments in altered post-pandemic economy

The recovery from the pandemic-induced recession was being aided by the fiscal and monetary policy interventions of many governments, and the financial stability induced by central banks injecting more money into economies.

Switzerland could ‘modernise banking secrecy law’ to keep wealth crown: Deloitte

The country’s smaller domestic market size and lower profitability of wealth management providers also put it in a weaker position compared to the US and the UK.

Today we meet John Pipon from UBS’s Jersey team

Dealing with investment markets means there is often time pressures on certain tasks being completed, which can be challenging and is why I feel organisation is a key skill for my role in the industry.

Crestbridge duo recognised at CGI Jersey Graduation Dinner alongside fantastic firmwide results

As well as those individuals in attendance at the event, a further 13 Crestbridge colleagues attained ICSA qualifications or passed exams in August, as part of their continuing studies:

Ocorian completes acquisition of Nordic Trustee

Nordic Trustee will continue to be led by CEO, Cato A. Holmsen and a highly experienced management team.

Offshore Centres Look Back, Forward In Uncertain Times

If certain offshore centres remain closed or impose tight controls, it is going to drive business elsewhere, professor Morriss said.

Brooks Macdonald International unveils group annual results

The results also show that FUM for the International business grew by 59.2% to £2.5bn at the end of the period.

JTC Acquires US-Based SALI Fund Services

The acquisition of SALI advances JTC’s strategic objective to strengthen its presence in the US.

Liechtenstein bank shakes up board as takeover approved

Austrian entrepreneur Günther Walcher acquired a majority stake in the institution.

Stable revenues amid solid divisional performance announced at PraxisIFM

Looking back over the past financial year, COVID-19 was a challenge faced by all, and navigating the twists and turns in each jurisdiction became very much a part of our daily life.

Elizabeth Hartless listed as Top 35 Under 35 for third year

This is the third consecutive year she has appeared in the ePrivateClient Top 35 Under 35 list.

IQ-EQ wins Trust Company Of The Year Accolade at The 16th Annual STEP Private Client Awards

Winning this award, the hallmark of excellence within the private client trust industry, is a true testament to the calibre of our people and the strength of our service offering.

Wealth and Asset Management