Managers of Wealth Offshore

Appleby Recognised in Chambers Global High Net Worth 2025 for Firm and Individual Excellence

Both the Bermuda and Cayman Islands offices retained their Band 2 department rankings

Affinity Expands Into the Middle East with New Office in the DIFC

The DIFC allows us to be present, available and more connected to many of the families and advisers we already work with

Ogier leads IFC firms with 36 2025 Citywealth Leaders List rankings

The annual directory recognises individuals who have demonstrated exceptional performance, innovation, technical ability and dedication to serving high-net-worth clients across the globe.

Financial planning service launched by Oakglen

The new service is a result of the integration of Jersey-based advisory firm HBFS into the Oakglen Group and its wealth management platform.

Saffery Trust expands global offering with UK trust and corporate services

This expansion brings 50 years of international expertise to the UK market, reinforcing the firm’s commitment to meeting clients’ evolving wealth structuring needs.

Chris Mourant included in Citywealth Leaders List 2025

This recognition is a testament to Chris' hard work, dedication and outstanding contributions to the business.

Jersey Finance Expands Private Wealth Network

Guests included US-based advisers who came together to discuss key challenges and opportunities facing ultra-high net worth individuals and family offices in 2025.

How Family Offices Are Embracing Change

International mobility has become a significant factor within the family office environment.

Structuring options for holding wealth

Limited liability companies were particularly useful from an investment perspective, because they allowed investors to risk the capital they had agreed to risk but no more.

Walkers lawyers recognised in the 2025 Citywealth Leaders List

From trusts to foundations, and from family offices to club investments, our Private Capital & Trusts team is a trusted guide to the key investment hubs

JTC strengthens partnership with TISE

JTC has maintained a strong working relationship with TISE for many years.

Guernsey Finance celebrates quartet of prestigious industry awards

For the second year in a row, the local agency has won an award at the WealthBriefing Wealth for Good Awards, this year for the Sustainability Programme (UK) category.

Carey Olsen lawyers named among eprivateclient's Crown Dependencies NextGen Leaders

The NextGen Leaders list recognises outstanding legal and finance professionals based in the Crown Dependencies with up to 15 years of industry experience in the private client advisory sector.

Peregrine Wealth marks 25 years of ‘Offshore Investment Expertise’

The fund was structured as a Guernsey-based Fund-of-Funds and marked a significant milestone in the company’s global expansion.

IQ-EQ shortlisted for ‘Employer of the Year’ award

It’s not the first time that IQ-EQ has received recognition in this field.

JTC Completes Acquisition of Citi Trust

The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.

The Royal Mint launches new Britannia ‘secure’ gold bars

SWP clients now have priority access to these highly anticipated bars

Winners from Crown Dependencies announced for Citywealth Brand Management Awards 2025

They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.

HIGHVERN in the running for STEP Trust Company of the Year

The annual awards are globally recognised as a benchmark of excellence in the private client industry, celebrating the highest standards of service, innovation, and professionalism across the wealth management sector.

Triple shortlisting for Saffery Trust for STEP Private Client Awards

The categories assess a broad range of criteria including excellence in client service, innovation, and employee engagement across the private client industry over the prior year.

Wealth and Asset Management