Managers of Wealth Offshore

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.

The Mauritius foundation: charitable giving built on strong foundations

A tax efficient method to achieve philanthropic goals: An attractive feature of the Mauritius foundation is that it is automatically exempt from tax

Crestbridge Family Office Services Head recognised for ‘shaping the private wealth industry’

International Women’s Day provides a reminder that a business can only thrive if it provides equal opportunities for its people to contribute and grow.

International Americans: the benefits of "offshoring"

Elections and other disruptive political events, along with sudden legislative changes, are just some of the risks associated with holding all of your assets in a single jurisdiction.

Gold for Crestbridge in Powerwomen Awards

Heather won the top Gold award in the ‘Woman of the Year for a Director in a Financial Organisation’ in the Citywealth Powerwomen Awards.

Future of wealth operations: An impetus for change

The need for wealth operations to increase enterprise value is stronger than it’s ever been, requiring leaders to think differently

Schroders recognised for exceptional offshore equity fund

The Morningstar Awards are designed to help investors around the world identify the year's most exceptional funds and fund managers.

Buy your own island in the Bahamas

If you like your privacy, your nearest neighbor is a 10-minute boat ride away.

Zurich’s Oldest Private Bank Admits To Helping U.S. Taxpayers Hide Offshore Accounts From IRS

Rahn+Bodmer Enters into Deferred Prosecution Agreement for Criminal Misconduct; Agrees to Pay $22 Million

2020 shaping new trends for family offices, wealthy families and their advisors

What’s changed in the last year for family offices, wealthy families and their advisors as they look to manage and structure their wealth? ZEDRA’s Head of Private Office, Charlotte Murtagh explains some of the ways 2020 has shaped new trends.

Conversations in Wealth Management an interview with Hawksmoor’s Sarah Soar

Tim Oddy, Senior Relationship Manager at Maitland, recently chatted to Sarah Soar, CEO of Hawksmoor Investment Management, a growing investment and fund management business.

Marina Cristiani Wins Silver At The 2021 Citywealth Powerwomen Awards

The results were announced at Citywealth’s virtual gala ceremony, which took place on 3 March.

Market access and facilitating post-Brexit investment flows

Guernsey has often watched – with a calm detachment – the waxing and waning of the UK’s mercurial relationship with the European institutions over the past half a century.

Success For JTC At 2021 Citywealth IFC Awards

Announced at a virtual gala ceremony on 23rd February

New Vistra report reveals key insights into wealth and philanthropy

This research was conducted amidst the Covid-19 pandemic in the third quarter of 2020

Nikko Asset Management: Future Quality Insights - March 2021

The winds of change: Strengthening our commitment to ESG

How will the Luxembourg leaks impact UK offshore crackdown?

‘Clients rightly have an expectation of privacy in the conduct of their financial affairs’

Wealth and Asset Management