Managers of Wealth Offshore

Pictet Asset Services expands its activity to Monaco

The team will join Pictet’s banking branch in Monaco, which opened in February 2020.

Global Wealth and Lifestyle Report 2021: Key Findings

Julius Baer’s Global Wealth and Lifestyle Report 2021 explores the evolving world of high-end consumption.

Tavistock slams Jersey fund M&A bid as ‘unwelcome distraction’

It believes that the offer is ‘significantly below the value of the company’s assets’

Triple shortlisting for Crestbridge Family Office Services

Established 16 years ago, the Awards bring together the best advisers and managers in the wealth industry, with the winners being selected by the votes of Citywealth readers and a panel of judges, and announced at a virtual gala event on 17th May.

Labuan IBFC: The Fastest Growing Captive Insurance Centre in Asia and MENA

The report also indicated that although global captive numbers fell slightly in 2020, there was a surge in captive cell formations, which provides an efficient and convenient alternative to single parent captive structures.

How ESG is shaping the future of funds, corporations and family businesses?

In general terms, family businesses have also looked to embrace ESG factors as part of more sustainable business models, and the result is more frank and open discussion about complex ESG themes, both by younger and older members of the family.

Private wealth professionals expect increased efforts to tax offshore wealth post-Covid 19, says Intertrust research

More than half of respondents (53 per cent) also said that the pandemic had resulted in clients re-evaluating their objectives and shifting from wealth creation to wealth preservation strategies.

JTC Completes Acquisition of RBC CEES Limited

Employees based in Jersey, Guernsey, London and Edinburgh

Independent trust company launches in Jersey

As a fully independent company we are able to do things differently, providing our clients with a bespoke, director led and efficient offering.

Four strategies to help ensure a smooth wealth transfer

The saying ‘from rags to rags in three generations’ is often rolled out when discussing troubles that can be encountered when passing family wealth from one generation to the next.

Vote Ocorian for Trust Company of the Year in Citywealth's Magic Circle Awards

Voting for those shortlisted is now open and the winners will be announced on 17 May at a virtual awards ceremony.

2021 Evolution – Family Office Trends

Investment portfolios are where a family’s objectives come alive, and it is clear that portfolios are being shaped by several trends that will be a focal point in 2021 and beyond.

The Explosive Growth of the Family Office in the Twenty First Century

The world has witnessed more stability in the last half century than ever before, despite global pandemics and financial crises.

The Mauritius foundation: charitable giving built on strong foundations

Mauritius continues to attract the attention of a growing regional high-net-worth market segment thanks to its innovative private wealth offerings, robust regulatory landscape and compelling domestic and international tax regime.

FEIFA announces new members from UK and Malta

Lawsons is headquartered in Malta and has clients across numerous European countries.

China a 'safe haven' for offshore HNW investors during pandemic

Mainland China has piqued the interest of offshore investors amid the pandemic, data and analytics firm GlobalData said today in a report.

Why are private fund structures so attractive to HNWI and family offices?

Family offices, high net worth individuals and wealthy families are increasingly considering private fund structures to hold their investments.

ZEDRA enhances Funds Services in Luxembourg with milestone acquisition

The acquisition strengthens and compliments ZEDRA’s existing fund and related corporate service offering in Luxembourg

Exclusive: Liechtenstein IAM liquidated

The FMA said the company’s ‘authorisation under the Asset Management Act expired by written waiver as of 28 October 2020.’

Sovereign Group acquires STM Fidecs Management in Gibraltar

The rebranded entity will trade alongside Sovereign’s own trust and company management division, under the management of Sovereign Trust (Gibraltar) Managing Director, John Blake.

Wealth and Asset Management