Managers of Wealth Offshore

STEP launches new practitioner guide on responsible wealth stewardship

STEP believes there is no single ‘right’ approach to family wealth planning.

Apex Group acquires digital marketing platform to support clients raising assets

The platform will enhance connections between Investors, Asset Managers including family offices and HNWIs, and both public and private companies by supporting the instant communication of engaging content and information with just a few clicks.

Europe dominates, China rises, and the US remains stable in 2021 World Competitiveness Ranking

Western European countries lead in the 2021 rankings, reflecting the resilience of economies in the face of the global COVID-19 health crisis.

TA Associates Announces Strategic Growth Investment in Apex Group

Following an investment from Genstar in 2017, the Group has grown both organically and via strategic acquisition, increasing its assets under administration from $80bn, to $1.1 trillion in assets serviced across administration, custody, depositary and und

JTC HR Manager Shortlisted for Rising Stars Award

Last year Alex Le Turgeon, Assistant Manager – Group Information Systems, and Chris Carter, Manager – Risk and Compliance, were shortlisted in Jersey Finance’s inaugural ‘Rising Stars’ awards 2020.

Julius Baer aligns to Guernsey Employment Trust’s charter

The Guernsey Employment Trust provides support for disabled and disadvantaged people in Guernsey to prepare for, find, and maintain paid employment in a diverse range of sectors in the island’s job market.

Climbing the funds ladder

AP Personnel is also seeing an increasing amount of school leavers interested in working in the funds sector, when deciding in which industry to start their career.

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.

Wealth and Asset Management