Managers of Wealth Offshore

Embracing our Caymankind

The funds have been distributed and donated

IQ-EQ expands global Funds division into Ireland

Ireland is already popular among U.S. fund managers, having cemented its status with the Irish Connective Asset Management Vehicle (ICAV), which complements U.S. tax planning.

Stop Look and Listen…Why Some Clients Fail to Take Good Advice

Some do look, but with only a cursory glance, and often only one way, and they therefore miss the bus that comes thundering in the opposite direction.

Hawksford secures new majority investor

M&A will be an integral part of STAR and Hawksford's growth strategy

Cyprus 4.0: Wealth Management has a ‘special relationship’ with technology

For nearly all the wealth managers interviewed in this third edition of Cyprus 4.0, building trust and a solid personal relationship with clients is simply essential to strategy.

Cyprus banks are ‘extrovert’ – Bank of Cyprus Wealth Management Manager Emilios Tannousis

The Cyprus economy and Banks in Cyprus have been ‘extrovert’ for many years now.

Suntera Global Wins Citywealth Awards

Citywealth’s IFC Awards were established a decade ago to recognise and highlight excellence within the private wealth sector across the major international financial centres.

More industry recognition for leading private wealth practitioner

This is the latest industry recognition for James who was also recently named in the 2021 eprivateclient 50 most Influential list.

Gold across the board for Ogier at the Citywealth IFC Awards

This is the fifth consecutive year that Ogier has been recognised at the awards

Succession planning trends for LatAm (U)HNW individuals and families

Succession planning is always difficult to talk about, and despite knowing it is essential, some families or individuals don’t always have the right plans in place.

Global UHNWI population to grow by 27% over the next five years: Knight Frank

The biggest rises in Europe are forecast in Poland (61%) and Sweden (59%).

Jersey Hailed IFC of the Year at Citywealth Awards 2021 for the Ninth Time

Jersey has won the title nine times

UBS wins ‘Best Private Banking Services’ award

The annual survey is among the most prestigious in the industry.

Should fund managers be protected against individual investors?

The main goal of virtually every publicly-owned company has always been to maximize shareholder value by generating as much profit as possible.

Butterfield tops “Super Affluent” category in Euromoney survey

Butterfield’s asset management team in Guernsey has won a prestigious award in the 2021 Euromoney Private Banking and Wealth Management Survey.

Crestbridge in ‘most influential’ private client list

Our approach to ensuring we deliver first class service to clients is very much a team-based one, and my inclusion in this list is a reflection of that team ethos.

Fideuram Intesa Sanpaolo Private Banking: Agreement For State Street To Serve As Depositary Bank And Fund Administrator

The completion of the transaction, which is conditional on the necessary authorizations from the competent authorities, is expected by the end of June 2021.

Bank of Asia Powered Up for Its New Chapter of Growth

Ms. Lou also announced that the Bank will launch its new logo on 12 February, the first day of the Chinese New Year, to mark a new period of growth for the institution.

Looking forward to the Year of the Ox

Having fallen victim to the SARS outbreak earlier in the decade, the Hong Kong people were quick to react.

Julius Baer Guernsey wins top award at Euromoney

As well as winning Best Private Banking Services Overall, the local branch also won awards for its interactions with High Net Worth Clients and Ultra High Net Worth Clients, much to Guernsey Branch Manager Stephen Burt's delight.

Wealth and Asset Management